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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1551
Ironwood Investment Counsel
Arizona
$577K +$2.26K +6 +0.4%
HGERS
1552
Householder Group Estate & Retirement Specialist
Arizona
$575K -$162K -431 -21%
WDG
1553
Wealth Dimensions Group
Ohio
$574K +$87.4K +232 +16%
RCA
1554
Reitz Capital Advisors
Michigan
$573K -$52K -138 -8%
FF
1555
Financial Futures
New Jersey
$573K – – –
DWM
1556
Darwin Wealth Management
Florida
$572K -$232K -616 -29%
JFGIW
1557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$570K +$59.5K +158 +11%
DPI
1558
Diversified Portfolios Inc
Michigan
$567K – – –
KIA
1559
KCM Investment Advisors
California
$566K -$109K -290 -15%
RF
1560
Resolute Financial
Massachusetts
$564K – – –
WF
1561
Wayfinding Financial
Washington
$561K -$7.53K -20 -1%
SCM
1562
SCS Capital Management
Massachusetts
$561K – – –
TCM
1563
Tradewinds Capital Management
Washington
$560K – – –
TW
1564
Transform Wealth
Colorado
$559K -$10.4M -27,574 -94%
CC
1565
Courier Capital
New York
$558K -$11.7K -31 -2%
QC
1566
Quent Capital
New York
$553K -$1.04M -2,772 -63%
BFS
1567
Bard Financial Services
Connecticut
$553K -$18.8K -50 -3%
MWP
1568
Madison Wealth Partners
Wisconsin
$550K +$403K +1,070 +207%
BTIM
1569
BancFirst Trust & Investment Management
Oklahoma
$547K – – –
OPWM
1570
Oakwell Private Wealth Management
Texas
$547K +$4.14K +11 +0.7%
RCWMU
1571
Rothschild & Co Wealth Management (UK)
United Kingdom
$546K – – –
RPSA
1572
Richard P. Slaughter Associates
Texas
$543K – – –
MAM
1573
McLean Asset Management
Virginia
$543K +$200K +530 +52%
MA
1574
MONECO Advisors
Connecticut
$541K -$35.8K -95 -6%
WA
1575
Wealth Architects
California
$540K -$156K -413 -21%
61 62
63
64 65