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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1726
Westwood Holdings Group
Texas
$530K +$73K +199 +16%
RWM
1727
Refined Wealth Management
Utah
$530K -$9.9K -27 -2%
ICP
1728
Interchange Capital Partners
Pennsylvania
$528K +$515K +1,404 New
BCM
1729
Bluefin Capital Management
New York
$526K – – –
LA
1730
Lakeside Advisors
Washington
$526K +$36.7K +100 +8%
FFH
1731
Fairfax Financial Holdings
Ontario, Canada
$526K – – –
GEA
1732
Glen Eagle Advisors
New Jersey
$525K -$63.1K -172 -11%
LAM
1733
Lakewood Asset Management
Illinois
$525K -$367 -1 -0.1%
SL
1734
SWMG LLC
Texas
$524K +$5.87K +16 +1%
KF
1735
Krilogy Financial
Missouri
$523K +$37.4K +102 +8%
SFG
1736
SNS Financial Group
Minnesota
$522K -$1.1K -3 -0.2%
SRWM
1737
Shira Ridge Wealth Management
California
$521K +$38.1K +104 +8%
AFP
1738
Alpha Financial Partners
Kentucky
$518K -$8.44K -23 -2%
PO
1739
Private Ocean
California
$517K +$23.5K +64 +5%
VWA
1740
VERITY Wealth Advisors
United States
$515K – – –
PFG
1741
Pacific Financial Group
Washington
$514K -$201K -547 -29%
CAM
1742
Concorde Asset Management
Michigan
$514K -$35.2K -96 -7%
LA
1743
LexAurum Advisors
Kansas
$513K +$16.5K +45 +3%
RW
1744
REDW Wealth
New Mexico
$512K +$10.3K +28 +2%
RFN
1745
RDA Financial Network
Iowa
$511K +$4.77K +13 +1%
HBT
1746
Hills Bank & Trust
Iowa
$510K – – –
HW
1747
Hancock Whitney
Mississippi
$508K +$97.9K +267 +25%
TCM
1748
Tradewinds Capital Management
Washington
$507K -$104K -284 -17%
SCM
1749
Schnieders Capital Management
California
$507K +$2.93K +8 +0.6%
WP
1750
WealthPLAN Partners
Nebraska
$506K -$60.1K -164 -11%
68 69
70
71 72