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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1326
Alesco Advisors
New York
$566K +$7.68K +20 +1%
PFG
1327
PAX Financial Group
Texas
$566K +$164K +428 +42%
WAM
1328
Weatherly Asset Management
California
$564K – – –
MSAM
1329
Moloney Securities Asset Management
Missouri
$564K +$20K +52 +4%
AIM
1330
Avity Investment Management
Connecticut
$563K – – –
BCA
1331
Bernzott Capital Advisors
California
$562K – – –
CPA
1332
Court Place Advisors
Maryland
$561K -$1.92K -5 -0.3%
RDWM
1333
Red Door Wealth Management
Tennessee
$561K +$4.61K +12 +0.8%
TWM
1334
Titus Wealth Management
California
$557K – – –
WCM
1335
Wealthcare Capital Management
Virginia
$557K – – –
FFS
1336
Founders Financial Securities
Maryland
$557K +$59.1K +154 +12%
KOCAA
1337
Knights of Columbus Asset Advisors
Connecticut
$554K +$75.2K +196 +16%
LPWM
1338
Lake Point Wealth Management
Texas
$553K +$540K +1,406 New
CIAS
1339
CBIZ Investment Advisory Services
Ohio
$546K – – –
ODCM
1340
Old Dominion Capital Management
Virginia
$542K – – –
WDG
1341
Wealth Dimensions Group
Ohio
$539K +$10.7K +28 +2%
WW
1342
Westshore Wealth
California
$538K +$1.53K +4 +0.3%
BWA
1343
Bordeaux Wealth Advisors
California
$536K – – –
WAG
1344
Winthrop Advisory Group
Massachusetts
$535K +$184K +479 +54%
RGC
1345
Roberts, Glore & Co
Illinois
$532K -$13.8K -36 -3%
CTA
1346
Chesley Taft & Associates
Illinois
$531K -$2.69K -7 -0.5%
RWM
1347
Refined Wealth Management
Utah
$530K +$517K +1,348 New
BWA
1348
Beam Wealth Advisors
Louisiana
$528K +$219K +570 +74%
TCM
1349
Tradewinds Capital Management
Washington
$519K +$6.53K +17 +1%
MFS
1350
Madrona Financial Services
Washington
$517K -$12.7K -33 -2%
52 53
54
55 56