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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1576
Shaker Investments
Ohio
$519K +$8.4K +23 +1%
YWP
1577
YorkBridge Wealth Partners
New York
$517K -$164K -448 -22%
RCWMU
1578
Rothschild & Co Wealth Management (UK)
United Kingdom
$517K – – –
MCM
1579
Morton Capital Management
California
$516K +$172K +472 +43%
TW
1580
Transform Wealth
Colorado
$514K -$16.8K -46 -3%
RPSA
1581
Richard P. Slaughter Associates
Texas
$514K – – –
MAM
1582
McLean Asset Management
Virginia
$514K +$1.1K +3 +0.2%
TAM
1583
Taurus Asset Management
New York
$512K +$95K +260 +20%
PFM
1584
Parsec Financial Management
North Carolina
$511K -$38.7K -106 -6%
WA
1585
Wealth Architects
California
$511K – – –
OPWM
1586
Oakwell Private Wealth Management
Texas
$509K -$9.13K -25 -2%
CIA
1587
Covington Investment Advisors
Pennsylvania
$508K – – –
VHAM
1588
Van Hulzen Asset Management
California
$505K -$47.1K -129 -8%
FWSM
1589
First Wilshire Securities Management
California
$503K – – –
RS
1590
Retirement Solution
Washington
$502K +$365 +1 +0.1%
PFA
1591
Pathway Financial Advisors
Vermont
$501K +$214K +587 +63%
SFG
1592
Synergy Financial Group
California
$498K +$3.29K +9 +0.6%
JFGIW
1593
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K -$57.3K -157 -10%
AWC
1594
Abundance Wealth Counselors
Pennsylvania
$496K – – –
PAMG
1595
Patton Albertson Miller Group
Tennessee
$492K +$56.6K +155 +12%
TFGT
1596
TS Financial Group (TSFG)
Illinois
$492K +$362K +990 +194%
HCM
1597
Hall Capital Management
Rhode Island
$491K – – –
RPWA
1598
Regent Peak Wealth Advisors
Georgia
$489K -$103K -281 -16%
WFA
1599
Wade Financial Advisory
California
$489K +$543K +1,488 New
PA
1600
Procyon Advisors
Connecticut
$488K +$11K +30 +2%
62 63
64
65 66