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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1326
LRI Investments
Florida
$3.53M +$30K +59 +0.9%
CWM
1327
Calamos Wealth Management
Illinois
$3.53M +$45.7K +90 +1%
TI
1328
Truepoint Inc
Ohio
$3.51M -$312K -614 -8%
AFP
1329
Ausdal Financial Partners
Iowa
$3.51M -$432K -849 -11%
SAM
1330
S.A. Mason
Michigan
$3.49M +$1.09M +2,148 +48%
HWM
1331
Howard Wealth Management
Connecticut
$3.48M +$338K +665 +11%
S
1332
Sunpointe
Missouri
$3.47M -$2.04M -4,004 -38%
DCM
1333
DGS Capital Management
New Jersey
$3.46M +$208K +409 +7%
BDF
1334
Black Diamond Financial
Maryland
$3.43M +$954K +1,877 +41%
SLG
1335
Stanley-Laman Group
Pennsylvania
$3.42M -$1.43M -2,805 -30%
VPWA
1336
Vestia Personal Wealth Advisors
Indiana
$3.41M +$384K +756 +13%
SOS
1337
Silver Oak Securities
Tennessee
$3.41M -$442K -870 -12%
APIM
1338
Agate Pass Investment Management
Washington
$3.4M -$57.4K -113 -2%
AR
1339
Advisory Research
Illinois
$3.4M – – –
BFA
1340
Bill Few Associates
Pennsylvania
$3.4M +$139K +274 +4%
SEP
1341
Southland Equity Partners
Missouri
$3.39M -$111K -218 -3%
GCAC
1342
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.39M +$20.3K +40 +0.6%
CWM
1343
Cornerstone Wealth Management
Missouri
$3.38M +$55.9K +110 +2%
BBA
1344
BLB&B Advisors
Pennsylvania
$3.38M -$24.4K -48 -0.7%
AMBIA
1345
Allen Mooney & Barnes Investment Advisors
Georgia
$3.36M -$6.1K -12 -0.2%
JSL
1346
JT Stratford LLC
Georgia
$3.35M +$359K +706 +12%
FWCM
1347
Ferguson Wellman Capital Management
Oregon
$3.35M -$114K -224 -3%
CHA
1348
Carmichael Hill & Associates
Maryland
$3.34M -$8.13K -16 -0.3%
CHJWM
1349
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.34M +$437K +859 +16%
BOM
1350
Bank of Marin
California
$3.32M +$104K +204 +3%
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