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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1401
Bedel Financial Consulting
Indiana
$948K -$19.4K -46 -2%
WIC
1402
Woodmont Investment Counsel
Tennessee
$944K +$17.3K +41 +2%
LC
1403
Lavaca Capital
Texas
$943K – – –
OWM
1404
Orgel Wealth Management
Wisconsin
$942K +$44.7K +106 +5%
WFA
1405
West Financial Advisors
Iowa
$940K -$51.1K -121 -5%
PIP
1406
Peachtree Investment Partners
Florida
$939K +$885K +2,097 +3,883%
PO
1407
Private Ocean
California
$938K -$146K -346 -14%
CW
1408
Cook Wealth
North Carolina
$938K +$959K +2,273 New
RCA
1409
Reitz Capital Advisors
Michigan
$937K +$276K +655 +38%
SC
1410
Saybrook Capital
North Carolina
$934K +$903K +2,140 New
TP
1411
Truvvo Partners
New York
$931K +$900K +2,132 New
VFM
1412
Vivid Financial Management
California
$922K -$5.07K -12 -0.6%
BOTW
1413
Bank of the West
California
$922K – – –
PWA
1414
Providence Wealth Advisors
Illinois
$922K – – –
TIM
1415
Tortoise Investment Management
New York
$922K +$18.6K +44 +2%
TA
1416
TKG Advisors
Indiana
$922K +$892K +2,112 New
GIM
1417
Guild Investment Management
California
$919K +$889K +2,105 New
MWM
1418
Marion Wealth Management
Pennsylvania
$914K +$884K +2,094 New
MA
1419
Mezzasalma Advisors
New Jersey
$912K +$11.4K +27 +1%
MAM
1420
Mystic Asset Management
Rhode Island
$906K +$877K +2,077 New
MWM
1421
Maltin Wealth Management
New Jersey
$903K +$56.6K +134 +7%
SFG
1422
Sather Financial Group
Texas
$902K – – –
DSC
1423
Duncker Streett & Co
Missouri
$900K -$73.9K -175 -8%
HCM
1424
HMS Capital Management
Tennessee
$900K – – –
B
1425
Brightworth
Georgia
$899K +$34.6K +82 +4%
55 56
57
58 59