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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
1376
Lake Point Wealth Management
Texas
$555K – – –
WAG
1377
Winthrop Advisory Group
Massachusetts
$555K +$17K +42 +3%
BWA
1378
Beam Wealth Advisors
Louisiana
$554K +$25.6K +63 +5%
WAM
1379
Weatherly Asset Management
California
$553K -$12.6K -31 -2%
CIAS
1380
CBIZ Investment Advisory Services
Ohio
$548K – – –
WA
1381
WP Advisors
California
$544K +$65.7K +162 +13%
RDFA
1382
Ritter Daniher Financial Advisory
Ohio
$542K -$45.4K -112 -8%
WCM
1383
Wealthcare Capital Management
Virginia
$538K -$20.3K -50 -4%
FFS
1384
Founders Financial Securities
Maryland
$536K -$22.7K -56 -4%
LA
1385
LexAurum Advisors
Kansas
$534K -$54.8K -135 -9%
S
1386
swisspartners
Liechtenstein
$533K -$93.3K -230 -15%
CISOA
1387
Capital Investment Services of America
Wisconsin
$533K -$82K -202 -13%
BWA
1388
Bordeaux Wealth Advisors
California
$533K -$3.65K -9 -0.7%
CTA
1389
Chesley Taft & Associates
Illinois
$532K – – –
RWM
1390
Refined Wealth Management
Utah
$532K – – –
P
1391
&Partners
Tennessee
$532K +$202K +498 +58%
HVP
1392
Hudson Value Partners
Florida
$530K +$268K +661 +97%
PAS
1393
Professional Advisory Services
Florida
$528K +$77.5K +191 +17%
GCP
1394
Gill Capital Partners
Colorado
$521K +$105K +258 +24%
OPWM
1395
Oakwell Private Wealth Management
Texas
$521K +$536K +1,320 New
MFS
1396
Madrona Financial Services
Washington
$519K +$1.62K +4 +0.3%
ODCM
1397
Old Dominion Capital Management
Virginia
$516K -$28.4K -70 -5%
RGC
1398
Roberts, Glore & Co
Illinois
$516K -$18.3K -45 -3%
WHG
1399
Westwood Holdings Group
Texas
$515K -$323K -796 -38%
AAP
1400
Arax Advisory Partners
Colorado
$513K -$112K -275 -17%
54 55
56
57 58