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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1451
TCV Trust & Wealth Management
Virginia
$980K +$282K +770 +42%
CWM
1452
Cherrydale Wealth Management
New Jersey
$978K +$4.03K +11 +0.4%
HWM
1453
HighMark Wealth Management
Minnesota
$976K -$982K -2,677 -51%
QCM
1454
Quantinno Capital Management
New York
$975K – – –
ECM
1455
EagleClaw Capital Management
Massachusetts
$975K – – –
BCA
1456
Bernzott Capital Advisors
California
$974K -$3.64M -9,915 -79%
SIM
1457
Sterling Investment Management
Arizona
$971K – – –
VBFP
1458
Valtinson Bruner Financial Planning
Minnesota
$966K -$114K -312 -11%
FPCG
1459
Fort Pitt Capital Group
Pennsylvania
$966K -$140K -382 -13%
BAAM
1460
Baker Avenue Asset Management
California
$965K +$69.7K +190 +8%
MM
1461
Meridian Management
Arkansas
$963K +$127K +345 +16%
SFP
1462
Strategic Financial Partners
Oregon
$962K -$16.5K -45 -2%
LWM
1463
LJI Wealth Management
Indiana
$962K +$76.3K +208 +9%
AC
1464
AIFG Consultants
New York
$955K +$1.83K +5 +0.2%
TCOT
1465
Trust Company of Toledo
Ohio
$955K +$142K +387 +18%
PD
1466
Planning Directions
Pennsylvania
$954K -$45.8K -125 -5%
TNB
1467
Thomasville National Bank
Georgia
$953K +$4.03K +11 +0.4%
RRCM
1468
Rappaport Reiches Capital Management
Illinois
$944K +$733 +2 +0.1%
BW
1469
Bison Wealth
Georgia
$942K +$51K +139 +6%
PFG
1470
Prosperity Financial Group
California
$940K +$706K +1,925 +335%
SAS
1471
SMI Advisory Services
Indiana
$940K -$10.3K -28 -1%
FB
1472
Fulton Bank
Pennsylvania
$938K +$22.4K +61 +3%
DWA
1473
Douglass Winthrop Advisors
New York
$933K +$3.67K +10 +0.4%
FAM
1474
Formidable Asset Management
Ohio
$932K +$367 +1 +0%
MWP
1475
Meridian Wealth Partners
Pennsylvania
$929K -$41.8K -114 -4%
57 58
59
60 61