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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1451
Lavaca Capital
Texas
$709K – – –
FMTC
1452
Farmers & Merchants Trust Company
California
$706K – – –
WWM
1453
Windsor Wealth Management
Indiana
$703K -$20.8K -57 -3%
TP
1454
Truvvo Partners
New York
$703K – – –
BCA
1455
Bernzott Capital Advisors
California
$703K +$352K +964 +82%
FWM
1456
Focused Wealth Management
New York
$701K +$79.3K +217 +11%
CB
1457
Community Bank
New York
$699K – – –
IIC
1458
Ironwood Investment Counsel
Arizona
$699K +$171K +467 +28%
BAAM
1459
Baker Avenue Asset Management
California
$698K +$97.5K +267 +14%
IFWM
1460
Institute for Wealth Management
Colorado
$697K +$19K +52 +3%
FCAG
1461
First Capital Advisors Group
New Jersey
$696K – – –
SIA
1462
SkyView Investment Advisors
New Jersey
$696K – – –
BOTW
1463
Bank of the West
California
$694K -$56.2K -154 -7%
WIC
1464
Whitegate Investment Counselors
New Hampshire
$694K – – –
MWM
1465
Marion Wealth Management
Pennsylvania
$693K +$3.29K +9 +0.4%
TCOT
1466
Trust Company of Toledo
Ohio
$693K +$110K +300 +17%
TVWM
1467
Tower View Wealth Management
Wisconsin
$692K +$49.3K +135 +7%
DCM
1468
DGS Capital Management
New Jersey
$692K -$43.5K -119 -5%
EIA
1469
Edgemoor Investment Advisors
Maryland
$691K +$768K +2,104 New
GI
1470
Gradient Investments
Minnesota
$690K +$55.9K +153 +8%
LA
1471
Latitude Advisors
Florida
$688K +$97.9K +268 +15%
HIC
1472
Hartline Investment Corp
Illinois
$688K +$766K +2,096 New
KAM
1473
Knightsbridge Asset Management
California
$683K – – –
CCB
1474
Country Club Bank
Missouri
$683K +$310K +850 +71%
GLLW
1475
Graves Light Lenhart Wealth
Virginia
$682K – – –
57 58
59
60 61