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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1701
RVW Wealth
California
$394K – – –
TI
1702
tru Independence
Oregon
$394K +$73K +200 +20%
SN
1703
Sittner & Nelson
Oregon
$391K +$62.1K +170 +17%
TC
1704
Telemus Capital
Michigan
$389K +$17.2K +47 +4%
JWA
1705
JFS Wealth Advisors
Pennsylvania
$388K +$8.4K +23 +2%
IP
1706
Investment Partners
Ohio
$388K +$432K +1,182 New
AJ
1707
Ashburton (Jersey)
Jersey
$387K -$1.35M -3,686 -76%
BCP
1708
Berkeley Capital Partners
Georgia
$387K +$151K +413 +54%
RSS
1709
Rosenblum Silverman Sutton
California
$386K +$16.4K +45 +4%
DE
1710
Day & Ennis
Georgia
$385K +$365 +1 +0.1%
CCM
1711
Chiron Capital Management
Florida
$382K +$65.7K +180 +18%
SAF
1712
Smith Anglin Financial
Texas
$382K +$426K +1,165 New
ASW
1713
Astoria Strategic Wealth
Texas
$381K – – –
WKWM
1714
Walter & Keenan Wealth Management
Indiana
$381K +$59.5K +163 +16%
SKK
1715
Shepherd Kaplan Krochuk
Massachusetts
$380K -$25.2K -69 -6%
HCM
1716
Highview Capital Management
Illinois
$380K – – –
PBC
1717
Pavion Blue Capital
California
$380K – – –
LJAC
1718
L.J. Altfest & Co
New York
$380K +$1.46K +4 +0.3%
TPA
1719
Trivium Point Advisory
Connecticut
$379K -$1.83K -5 -0.5%
DAM
1720
Draper Asset Management
New York
$379K – – –
OIS
1721
Okabena Investment Services
Minnesota
$379K – – –
NAM
1722
NTV Asset Management
West Virginia
$378K – – –
DCBT
1723
Dakota Community Bank & Trust
North Dakota
$377K +$419K +1,148 New
GAA
1724
Global Assets Advisory
Florida
$372K +$383K +1,049 New
3F
1725
360 Financial
Minnesota
$371K – – –
67 68
69
70 71