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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1626
Van Hulzen Asset Management
California
$650K +$97.6K +266 +18%
OBWG
1627
Onyx Bridge Wealth Group
New York
$650K +$33K +90 +5%
CFS
1628
Cannon Financial Strategists
Georgia
$649K – – –
RCA
1629
Reitz Capital Advisors
Michigan
$649K -$9.17K -25 -1%
MCM
1630
McRae Capital Management
New Jersey
$646K – – –
PWA
1631
Peterson Wealth Advisors
Utah
$643K – – –
GCP
1632
Gill Capital Partners
Colorado
$643K -$13.2K -36 -2%
MFA
1633
Morling Financial Advisors
California
$643K +$266K +724 +74%
WWM
1634
Windsor Wealth Management
Indiana
$641K -$46.9K -128 -7%
BFM
1635
Broadview Financial Management
Wisconsin
$639K +$2.57K +7 +0.4%
NHT
1636
New Hampshire Trust
New Hampshire
$637K -$2.22M -6,055 -78%
AWM
1637
Axxcess Wealth Management
California
$637K -$747K -2,036 -55%
WFA
1638
Wade Financial Advisory
California
$637K – – –
QC
1639
Quent Capital
New York
$635K -$42.2K -115 -6%
RSVP
1640
Ramsay Stattman Vela & Price
Colorado
$633K +$733 +2 +0.1%
IWN
1641
Independent Wealth Network
Iowa
$632K +$117K +318 +23%
IIA
1642
IPG Investment Advisors
California
$630K +$31.2K +85 +5%
AWS
1643
Arkfeld Wealth Strategies
Nebraska
$629K +$238K +649 +64%
AWM
1644
Accel Wealth Management
Iowa
$627K -$104K -283 -15%
SFG
1645
Synergy Financial Group
California
$624K +$57.9K +158 +11%
TC
1646
Telemus Capital
Michigan
$623K +$202K +552 +50%
TFGT
1647
TS Financial Group (TSFG)
Illinois
$621K +$20.2K +55 +3%
WCM
1648
Washburn Capital Management
Florida
$619K -$21.6K -59 -3%
BC
1649
Barrett & Company
Rhode Island
$619K -$5.5K -15 -0.9%
FFL
1650
Financial Freedom LLC
Ohio
$619K +$367 +1 +0.1%
64 65
66
67 68