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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1351
Tarbox Family Office
California
$517K – – –
JWM
1352
Janiczek Wealth Management
Colorado
$515K +$71K +185 +16%
EF
1353
Exeter Financial
Arizona
$513K +$5.37K +14 +1%
TAM
1354
Taurus Asset Management
New York
$512K – – –
AA
1355
Advisory Alpha
Michigan
$511K +$76.4K +199 +18%
EGA
1356
Eagle Global Advisors
Texas
$510K +$192K +500 +63%
JSL
1357
JT Stratford LLC
Georgia
$506K +$128K +334 +35%
CC
1358
Capital Counsel
New York
$505K +$31.9K +83 +7%
SAM
1359
S.A. Mason
Michigan
$504K +$9.6K +25 +2%
CCM
1360
Covington Capital Management
California
$501K – – –
FFA
1361
Founders Financial Alliance
North Carolina
$501K +$95.6K +249 +24%
HPWA
1362
Hall Private Wealth Advisors
North Carolina
$501K +$489K +1,273 New
EWM
1363
Executive Wealth Management
Michigan
$500K – – –
MWM
1364
MorganRosel Wealth Management
Colorado
$499K +$1.53K +4 +0.3%
IGGA
1365
Iron Gate Global Advisors
Utah
$499K +$94.8K +247 +24%
RIG
1366
Ramiah Investment Group
Wisconsin
$499K – – –
CIA
1367
Compass Ion Advisors
Pennsylvania
$497K +$44.9K +117 +10%
SW
1368
SlateStone Wealth
Florida
$496K -$36.5K -95 -7%
LIA
1369
LS Investment Advisors
Michigan
$496K – – –
PWA
1370
Providence Wealth Advisors
Illinois
$494K +$16.5K +43 +4%
TCM
1371
Telos Capital Management
California
$492K +$4.99K +13 +1%
SCM
1372
SOL Capital Management
Maryland
$490K +$247K +644 +107%
DR
1373
Davis Rea
Ontario, Canada
$489K +$42.6K +111 +2%
BHIC
1374
Bassett Hargrove Investment Counsel
Delaware
$489K +$477K +1,242 New
GP
1375
Girard Partners
Pennsylvania
$487K +$13.1K +34 +3%
53 54
55
56 57