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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1326
Avity Investment Management
Connecticut
$563K – – –
BCA
1327
Bernzott Capital Advisors
California
$562K – – –
CPA
1328
Court Place Advisors
Maryland
$561K -$1.92K -5 -0.3%
RDWM
1329
Red Door Wealth Management
Tennessee
$561K +$4.61K +12 +0.8%
TWM
1330
Titus Wealth Management
California
$557K – – –
WCM
1331
Wealthcare Capital Management
Virginia
$557K – – –
FFS
1332
Founders Financial Securities
Maryland
$557K +$59.1K +154 +12%
KOCAA
1333
Knights of Columbus Asset Advisors
Connecticut
$554K +$75.2K +196 +16%
LPWM
1334
Lake Point Wealth Management
Texas
$553K +$540K +1,406 New
CIAS
1335
CBIZ Investment Advisory Services
Ohio
$546K – – –
ODCM
1336
Old Dominion Capital Management
Virginia
$542K – – –
WDG
1337
Wealth Dimensions Group
Ohio
$539K +$10.7K +28 +2%
WW
1338
Westshore Wealth
California
$538K +$1.53K +4 +0.3%
BWA
1339
Bordeaux Wealth Advisors
California
$536K – – –
WAG
1340
Winthrop Advisory Group
Massachusetts
$535K +$184K +479 +54%
RGC
1341
Roberts, Glore & Co
Illinois
$532K -$13.8K -36 -3%
CTA
1342
Chesley Taft & Associates
Illinois
$531K -$2.69K -7 -0.5%
RWM
1343
Refined Wealth Management
Utah
$530K +$517K +1,348 New
BWA
1344
Beam Wealth Advisors
Louisiana
$528K +$219K +570 +74%
TCM
1345
Tradewinds Capital Management
Washington
$519K +$6.53K +17 +1%
MFS
1346
Madrona Financial Services
Washington
$517K -$12.7K -33 -2%
TFO
1347
Tarbox Family Office
California
$517K – – –
JWM
1348
Janiczek Wealth Management
Colorado
$515K +$71K +185 +16%
EF
1349
Exeter Financial
Arizona
$513K +$5.37K +14 +1%
TAM
1350
Taurus Asset Management
New York
$512K – – –
52 53
54
55 56