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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1576
Taurus Asset Management
New York
$512K +$95K +260 +20%
PFM
1577
Parsec Financial Management
North Carolina
$511K -$38.7K -106 -6%
WA
1578
Wealth Architects
California
$511K – – –
OPWM
1579
Oakwell Private Wealth Management
Texas
$509K -$9.13K -25 -2%
CIA
1580
Covington Investment Advisors
Pennsylvania
$508K – – –
VHAM
1581
Van Hulzen Asset Management
California
$505K -$47.1K -129 -8%
FWSM
1582
First Wilshire Securities Management
California
$503K – – –
RS
1583
Retirement Solution
Washington
$502K +$365 +1 +0.1%
PFA
1584
Pathway Financial Advisors
Vermont
$501K +$214K +587 +63%
SFG
1585
Synergy Financial Group
California
$498K +$3.29K +9 +0.6%
JFGIW
1586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K -$57.3K -157 -10%
AWC
1587
Abundance Wealth Counselors
Pennsylvania
$496K – – –
PAMG
1588
Patton Albertson Miller Group
Tennessee
$492K +$56.6K +155 +12%
TFGT
1589
TS Financial Group (TSFG)
Illinois
$492K +$362K +990 +194%
HCM
1590
Hall Capital Management
Rhode Island
$491K – – –
RPWA
1591
Regent Peak Wealth Advisors
Georgia
$489K -$103K -281 -16%
WFA
1592
Wade Financial Advisory
California
$489K +$543K +1,488 New
PA
1593
Procyon Advisors
Connecticut
$488K +$11K +30 +2%
BWA
1594
Bordeaux Wealth Advisors
California
$486K +$32.9K +90 +6%
OIM
1595
Opus Investment Management
Massachusetts
$483K -$84K -230 -14%
AAP
1596
Arax Advisory Partners
Colorado
$483K +$21.9K +60 +4%
SF
1597
Safeguard Financial
Wisconsin
$483K +$134K +368 +33%
GEA
1598
Glen Eagle Advisors
New Jersey
$482K -$100K -274 -16%
AAS
1599
Annex Advisory Services
Wisconsin
$480K -$5.11K -14 -0.9%
LB
1600
Legacy Bridge
Iowa
$480K – – –
62 63
64
65 66