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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1626
TS Financial Group (TSFG)
Illinois
$181K – – –
OCM
1627
Orion Capital Management
California
$181K +$113K +295 +178%
LPIC
1628
LeJeune Puetz Investment Counsel
Michigan
$179K +$11.5K +30 +7%
SIM
1629
Sonora Investment Management
Arizona
$177K -$39.2K -102 -19%
VC
1630
Vestor Capital
Illinois
$174K +$22.3K +58 +15%
JPLA
1631
Joseph P. Lucia & Associates
New York
$172K – – –
PWM
1632
Prentice Wealth Management
New York
$170K +$384 +1 +0.2%
FGAM
1633
Financial Gravity Asset Management
Texas
$168K +$164K +426 New
WC
1634
Westwind Capital
New Mexico
$164K -$27.3K -71 -15%
IPW
1635
IronBridge Private Wealth
Texas
$163K +$154K +400 +2,667%
WFO
1636
Wealthgate Family Office
Colorado
$161K – – –
CAL
1637
Capital Analysts LLC
Pennsylvania
$158K -$35.3K -92 -19%
WFA
1638
Wells Financial Advisors
Massachusetts
$157K – – –
CAL
1639
Capital Advisors Ltd
Ohio
$153K +$24.6K +64 +20%
HWMA
1640
Heritage Wealth Management (Arizona)
Arizona
$146K +$32.6K +85 +30%
GI
1641
Gradient Investments
Minnesota
$144K -$95.6K -249 -40%
TLFA
1642
True Link Financial Advisors
California
$140K – – –
BCP
1643
Blue Chip Partners
Michigan
$138K – – –
RPCA
1644
Running Point Capital Advisors
California
$134K – – –
WWMSC
1645
Wagner Wealth Management (South Carolina)
South Carolina
$131K +$128K +334 New
MPWT
1646
MassMutual Private Wealth & Trust
Connecticut
$130K -$2.3K -6 -2%
LDFR
1647
Lehman & Derafelo Financial Resources
Pennsylvania
$126K – – –
KFI
1648
Key Financial Inc
Pennsylvania
$126K +$25K +65 +26%
CDIA
1649
Capital Directions Investment Advisors
Georgia
$124K +$121K +316 New
PP
1650
Pacifica Partners
Canada
$123K – – –
64 65
66
67 68