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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Axxcess Wealth Management
California
$554K – – –
FAP
1552
Financial Advisory Partners
Florida
$553K -$39.4K -108 -6%
MWM
1553
MorganRosel Wealth Management
Colorado
$552K +$47.5K +130 +8%
WDG
1554
Wealth Dimensions Group
Ohio
$544K +$365 +1 +0.1%
FFM
1555
Forum Financial Management
Illinois
$543K +$290K +794 +92%
SHJ
1556
Sharkey, Howes & Javer
Colorado
$543K +$604K +1,653 New
FF
1557
Financial Futures
New Jersey
$542K – – –
DPI
1558
Diversified Portfolios Inc
Michigan
$540K +$3.65K +10 +0.6%
CAM
1559
Concorde Asset Management
Michigan
$537K -$69.4K -190 -10%
RF
1560
Resolute Financial
Massachusetts
$536K +$2.19K +6 +0.4%
TCM
1561
Tradewinds Capital Management
Washington
$533K +$2.19K +6 +0.4%
MWP
1562
Madison Wealth Partners
Wisconsin
$532K +$12.1K +33 +2%
IF
1563
Intrua Financial
Texas
$531K -$19K -52 -3%
BF
1564
Brooklyn FI
New York
$528K +$213K +584 +57%
CC
1565
Courier Capital
New York
$525K -$4.38K -12 -0.7%
BFS
1566
Bard Financial Services
Connecticut
$524K – – –
QC
1567
Quent Capital
New York
$524K – – –
AWP
1568
Abacus Wealth Partners
California
$521K -$260K -713 -31%
SI
1569
Shaker Investments
Ohio
$519K +$8.4K +23 +1%
YWP
1570
YorkBridge Wealth Partners
New York
$517K -$164K -448 -22%
RCWMU
1571
Rothschild & Co Wealth Management (UK)
United Kingdom
$517K – – –
MCM
1572
Morton Capital Management
California
$516K +$172K +472 +43%
TW
1573
Transform Wealth
Colorado
$514K -$16.8K -46 -3%
RPSA
1574
Richard P. Slaughter Associates
Texas
$514K – – –
MAM
1575
McLean Asset Management
Virginia
$514K +$1.1K +3 +0.2%
61 62
63
64 65