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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1701
Trivium Point Advisory
Connecticut
$397K -$667K -1,771 -61%
TC
1702
Telemus Capital
Michigan
$394K -$9.42K -25 -2%
RSS
1703
Rosenblum Silverman Sutton
California
$392K +$40.7K +108 +11%
SAM
1704
Seelaus Asset Management
New Jersey
$390K -$16.2K -43 -4%
PWA
1705
Primoris Wealth Advisors
Florida
$388K +$423K +1,124 New
HSG
1706
Helen Stephens Group
Texas
$383K -$29K -77 -7%
CAM
1707
Campion Asset Management
Virginia
$382K – – –
SF
1708
Safeguard Financial
Wisconsin
$382K +$49.4K +131 +13%
MCM
1709
Morton Capital Management
California
$381K -$18.8K -50 -4%
BCFS
1710
Butensky & Cohen Financial Security
Florida
$377K -$551K -1,463 -57%
CC
1711
Commons Capital
Massachusetts
$377K -$34.7K -92 -8%
DHFB
1712
Dixon Hubard Feinour & Brown
Virginia
$377K +$5.27K +14 +1%
PAIM
1713
Punch & Associates Investment Management
Minnesota
$377K +$367K +975 +863%
SCA
1714
Stonebridge Capital Advisors
Minnesota
$376K -$26.4K -70 -6%
MM
1715
Main Management
California
$376K +$14.7K +39 +4%
IF
1716
Integrity Financial
Wyoming
$376K +$135K +358 +49%
FCA
1717
FinTrust Capital Advisors
South Carolina
$375K -$125K -332 -24%
BAM
1718
Bayshore Asset Management
Florida
$375K +$35.8K +95 +10%
AUB
1719
Atlantic Union Bankshares
Virginia
$371K -$27.9K -74 -6%
LBC
1720
Lawrence B. Cohen
$371K +$403K +1,070 New
MCWS
1721
McKinley Carter Wealth Services
West Virginia
$370K -$65.5K -174 -14%
WA
1722
Wealth Alliance
New York
$369K +$400K +1,063 New
WP
1723
WMS Partners
Maryland
$368K – – –
AIA
1724
Armor Investment Advisors
North Carolina
$367K +$27.1K +72 +7%
SAM
1725
Strategy Asset Managers
California
$366K -$41.8K -111 -10%
67 68
69
70 71