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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1501
Baker Avenue Asset Management
California
$645K -$29.4K -78 -4%
BCM
1502
Bayesian Capital Management
New York
$643K -$366K -972 -34%
LA
1503
LexAurum Advisors
Kansas
$642K +$455K +1,208 +188%
CFA
1504
Capstone Financial Advisors
Illinois
$640K +$66.3K +176 +11%
OMC
1505
Overbrook Management Corp
New York
$639K +$694K +1,843 New
TTWM
1506
TCV Trust & Wealth Management
Virginia
$638K – – –
SPWM
1507
Schrum Private Wealth Management
Florida
$636K -$51.2K -136 -7%
DSC
1508
Duncker Streett & Co
Missouri
$636K – – –
LA
1509
Latitude Advisors
Florida
$634K -$1.1M -2,922 -62%
CAM
1510
Concorde Asset Management
Michigan
$634K -$67.1K -178 -9%
FC
1511
Forte Capital
New York
$632K -$402K -1,067 -37%
TI
1512
Trexquant Investment
Connecticut
$631K -$2.06M -5,464 -75%
TNB
1513
Thomasville National Bank
Georgia
$630K – – –
TCOT
1514
Trust Company of Toledo
Ohio
$629K +$233K +618 +52%
AA
1515
Apriem Advisors
California
$628K +$95.7K +254 +16%
HCM
1516
Hengehold Capital Management
Ohio
$627K +$404K +1,072 +146%
OFS
1517
OneAscent Financial Services
Alabama
$627K +$452K +1,200 +200%
TC
1518
TownSquare Capital
Utah
$626K -$260K -691 -28%
CWA
1519
Centennial Wealth Advisory
Michigan
$626K +$111K +294 +19%
CWMGP
1520
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$625K – – –
W
1521
Wealthsimple
Ontario, Canada
$622K +$86.6K +230 +15%
FAP
1522
Financial Advisory Partners
Florida
$622K +$64.8K +172 +11%
AIA
1523
Arcadia Investment Advisors
Idaho
$621K – – –
SVCP
1524
Silicon Valley Capital Partners
California
$614K – – –
LP
1525
LGL Partners
Pennsylvania
$613K – – –
59 60
61
62 63