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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1576
Wealth Dimensions Group
Ohio
$621K +$844 +2 +0.1%
MIC
1577
Meridian Investment Counsel
California
$616K – – –
JFGIW
1578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K -$4.22K -10 -0.7%
LPWM
1579
Lake Point Wealth Management
Texas
$613K -$1.27K -3 -0.2%
WAM
1580
Weatherly Asset Management
California
$612K – – –
FC
1581
Financial Consulate
Maryland
$609K -$316K -748 -35%
GA
1582
GFS Advisors
Texas
$607K +$84.4K +200 +17%
AAS
1583
Annex Advisory Services
Wisconsin
$607K +$95.8K +227 +20%
AAP
1584
Arax Advisory Partners
Colorado
$606K +$37.6K +89 +7%
CIAS
1585
CBIZ Investment Advisory Services
Ohio
$604K +$584K +1,384 New
CTA
1586
Chesley Taft & Associates
Illinois
$600K +$10.6K +25 +2%
SCM
1587
SOL Capital Management
Maryland
$600K +$75.1K +178 +15%
WAG
1588
Winthrop Advisory Group
Massachusetts
$599K -$12.2K -29 -2%
BWM
1589
BlackDiamond Wealth Management
New York
$598K +$578K +1,370 New
P
1590
&Partners
Tennessee
$596K +$6.75K +16 +1%
CWG
1591
Crown Wealth Group
North Carolina
$592K +$572K +1,356 New
CAP
1592
Columbia Advisory Partners
Washington
$591K +$571K +1,353 New
BWA
1593
Bordeaux Wealth Advisors
California
$590K – – –
HVP
1594
Hudson Value Partners
Florida
$587K – – –
RDFA
1595
Ritter Daniher Financial Advisory
Ohio
$578K -$21.1K -50 -4%
MFS
1596
Madrona Financial Services
Washington
$578K +$3.38K +8 +0.6%
TC
1597
Telemus Capital
Michigan
$576K +$73.9K +175 +15%
AWA
1598
Archvest Wealth Advisors
California
$571K +$553K +1,309 New
SFG
1599
Synergy Financial Group
California
$570K +$551K +1,306 New
TAM
1600
Taurus Asset Management
New York
$568K – – –
62 63
64
65 66