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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1476
Gerber Kawasaki Wealth & Investment Management
California
$1.17M +$248K +606 +26%
GWM
1477
GSB Wealth Management
Connecticut
$1.17M +$15.9K +39 +1%
BAAM
1478
Baker Avenue Asset Management
California
$1.17M +$56.8K +139 +5%
BWM
1479
Baron Wealth Management
Michigan
$1.16M +$725K +1,774 +150%
MPM
1480
MBB Public Markets
Illinois
$1.16M – – –
HPIA
1481
Hamilton Point Investment Advisors
North Carolina
$1.16M – – –
ACM
1482
Anfield Capital Management
California
$1.16M -$2.6M -6,352 -68%
I
1483
IMPACTfolio
Colorado
$1.15M -$14.3K -35 -1%
VCAM
1484
Van Cleef Asset Management
Ohio
$1.13M -$2.04K -5 -0.2%
BMO
1485
Beck Mack & Oliver
New York
$1.13M -$38.4K -94 -3%
BFC
1486
Bedel Financial Consulting
Indiana
$1.13M +$56.8K +139 +5%
VFIC
1487
Valley Forge Investment Consultants
Pennsylvania
$1.12M +$1.17M +2,856 New
RPCA
1488
Running Point Capital Advisors
California
$1.12M +$194K +474 +20%
BCA
1489
Bray Capital Advisors
Florida
$1.11M +$818 +2 +0.1%
SOS
1490
Silver Oak Securities
Tennessee
$1.11M -$102K -249 -8%
CPC
1491
Consolidated Planning Corp
Georgia
$1.11M -$3.81M -9,312 -77%
ST
1492
Spinnaker Trust
Maine
$1.1M -$31.5K -77 -3%
TFM
1493
TFC Financial Management
Massachusetts
$1.1M +$18.4K +45 +2%
CA
1494
CGN Advisors
Kansas
$1.1M +$118K +288 +11%
LWM
1495
LJI Wealth Management
Indiana
$1.1M +$59.3K +145 +5%
ZAM
1496
Zevin Asset Management
Massachusetts
$1.09M +$1.14M +2,789 New
VF
1497
VitalStone Financial
Texas
$1.09M -$592K -1,448 -35%
HWA
1498
HHM Wealth Advisors
Tennessee
$1.09M +$409 +1 +0%
WMG
1499
WESCAP Management Group
California
$1.08M -$37.6K -92 -3%
CGA
1500
Crescent Grove Advisors
Illinois
$1.08M +$64.6K +158 +6%
58 59
60
61 62