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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1501
GEM Asset Management
Michigan
$1.08M -$94.9K -246 -8%
LWM
1502
LJI Wealth Management
Indiana
$1.08M +$37K +96 +4%
TA
1503
TKG Advisors
Indiana
$1.08M -$25.5K -66 -2%
MIP
1504
Marietta Investment Partners
Wisconsin
$1.07M -$14.7K -38 -1%
AA
1505
Apriem Advisors
California
$1.07M – – –
GFL
1506
Granite FO LLC
New Hampshire
$1.07M – – –
SWIM
1507
Smallwood Wealth Investment Management
New Jersey
$1.07M +$115K +299 +13%
BAMG
1508
Brand Asset Management Group
Missouri
$1.07M -$59.8K -155 -6%
NRC
1509
New Republic Capital
North Carolina
$1.06M -$16.6K -43 -2%
TTWM
1510
TCV Trust & Wealth Management
Virginia
$1.06M – – –
FANJ
1511
Financial Architects (New Jersey)
New Jersey
$1.06M +$88.7K +230 +10%
HWM
1512
HighMark Wealth Management
Minnesota
$1.06M – – –
QCM
1513
Quantinno Capital Management
New York
$1.06M – – –
ECM
1514
EagleClaw Capital Management
Massachusetts
$1.06M – – –
CGA
1515
Crescent Grove Advisors
Illinois
$1.06M -$9.64K -25 -1%
FWA
1516
FSM Wealth Advisors
Ohio
$1.05M +$256K +663 +34%
SIM
1517
Sterling Investment Management
Arizona
$1.05M – – –
RC
1518
Rovin Capital
Arizona
$1.05M -$724K -1,877 -42%
BW
1519
BIP Wealth
Georgia
$1.04M -$31.6K -82 -3%
AP
1520
Arlington Partners
Alabama
$1.04M +$64.8K +168 +7%
CAP
1521
Columbia Advisory Partners
Washington
$1.04M -$187K -486 -16%
TAM
1522
Tocqueville Asset Management
New York
$1.04M -$78.7K -204 -7%
CT
1523
Clearstead Trust
Maine
$1.04M -$29.3K -76 -3%
EBT
1524
Enterprise Bank & Trust
Massachusetts
$1.04M -$129K -335 -12%
AC
1525
AIFG Consultants
New York
$1.03M – – –
59 60
61
62 63