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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1751
Griffin Asset Management
New York
$652K -$4.09K -10 -0.6%
FFL
1752
Financial Freedom LLC
Ohio
$646K – – –
TCWM
1753
Total Clarity Wealth Management
Illinois
$646K +$247K +603 +58%
WCM
1754
Washburn Capital Management
Florida
$644K – – –
MWPCG
1755
Measured Wealth Private Client Group
New Hampshire
$642K +$669K +1,635 New
BP
1756
Broadleaf Partners
Ohio
$640K +$132K +322 +25%
OPWM
1757
Oakwell Private Wealth Management
Texas
$639K +$31.1K +76 +5%
PCA
1758
Prosperity Capital Advisors
Ohio
$638K +$24.1K +59 +4%
MIM
1759
Moseley Investment Management
Florida
$636K -$4.09K -10 -0.6%
SCM
1760
SCS Capital Management
Massachusetts
$635K – – –
MLL
1761
Moody Lynn & Lieberson
Massachusetts
$635K – – –
CF
1762
Clarity Financial
Texas
$632K -$28.2K -69 -4%
CGF
1763
Constant Guidance Financial
Massachusetts
$632K +$1.04M +2,539 New
WFMPM
1764
Woodley Farra Manion Portfolio Management
Indiana
$631K -$72.8K -178 -10%
CFS
1765
CRA Financial Services
New Jersey
$630K +$16.4K +40 +3%
GC
1766
Gibson Capital
Pennsylvania
$629K – – –
FTDI
1767
First Trust Direct Indexing
Massachusetts
$628K +$259K +634 +66%
HVP
1768
Hudson Value Partners
Florida
$627K +$20.4K +50 +3%
MCM
1769
Morton Capital Management
California
$622K +$2.04K +5 +0.3%
WP
1770
WealthPLAN Partners
Nebraska
$620K +$471K +1,153 +271%
CAM
1771
Concorde Asset Management
Michigan
$619K +$29.4K +72 +5%
RCWMU
1772
Rothschild & Co Wealth Management (UK)
United Kingdom
$619K – – –
RPSA
1773
Richard P. Slaughter Associates
Texas
$616K – – –
IFA
1774
Interactive Financial Advisors
Illinois
$615K -$1.98M -4,843 -76%
PBC
1775
Pavion Blue Capital
California
$614K +$126K +307 +24%
69 70
71
72 73