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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AJ
1701
Ashburton (Jersey)
Jersey
$387K -$1.35M -3,686 -76%
BCP
1702
Berkeley Capital Partners
Georgia
$387K +$151K +413 +54%
RSS
1703
Rosenblum Silverman Sutton
California
$386K +$16.4K +45 +4%
DE
1704
Day & Ennis
Georgia
$385K +$365 +1 +0.1%
CCM
1705
Chiron Capital Management
Florida
$382K +$65.7K +180 +18%
SAF
1706
Smith Anglin Financial
Texas
$382K +$426K +1,165 New
ASW
1707
Astoria Strategic Wealth
Texas
$381K – – –
WKWM
1708
Walter & Keenan Wealth Management
Indiana
$381K +$59.5K +163 +16%
SKK
1709
Shepherd Kaplan Krochuk
Massachusetts
$380K -$25.2K -69 -6%
HCM
1710
Highview Capital Management
Illinois
$380K – – –
PBC
1711
Pavion Blue Capital
California
$380K – – –
LJAC
1712
L.J. Altfest & Co
New York
$380K +$1.46K +4 +0.3%
TPA
1713
Trivium Point Advisory
Connecticut
$379K -$1.83K -5 -0.5%
DAM
1714
Draper Asset Management
New York
$379K – – –
OIS
1715
Okabena Investment Services
Minnesota
$379K – – –
NAM
1716
NTV Asset Management
West Virginia
$378K – – –
DCBT
1717
Dakota Community Bank & Trust
North Dakota
$377K +$419K +1,148 New
GAA
1718
Global Assets Advisory
Florida
$372K +$383K +1,049 New
3F
1719
360 Financial
Minnesota
$371K – – –
ERWM
1720
Elk River Wealth Management
Colorado
$367K -$105K -288 -21%
PWA
1721
Primoris Wealth Advisors
Florida
$367K -$1.46K -4 -0.4%
FI
1722
Financial Insights
Washington
$366K +$46.8K +128 +13%
IP
1723
Ignite Planners
California
$365K +$104K +285 +36%
HSG
1724
Helen Stephens Group
Texas
$363K +$1.1K +3 +0.3%
CPC
1725
Consolidated Planning Corp
Georgia
$362K +$74.1K +203 +23%
67 68
69
70 71