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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
1776
Epic Trust Investment Advisors
Washington
$356K +$344K +816 New
HIGP
1777
Hill Investment Group Partners
Missouri
$356K +$108K +255 +46%
S
1778
SimplyRich
California
$354K – – –
SDAM
1779
Shulman DeMeo Asset Management
New York
$353K +$2.11K +5 +0.6%
CCC
1780
Crescent Capital Consulting
Louisiana
$353K +$341K +808 New
PP
1781
PrairieView Partners
Minnesota
$352K -$3.8K -9 -1%
IP
1782
Ignite Planners
California
$351K +$352K +835 New
CHP
1783
Cable Hill Partners
Oregon
$347K -$106K -251 -24%
FFA
1784
Fi3 Financial Advisors
Indiana
$346K – – –
APC
1785
Aspire Private Capital
North Carolina
$344K -$422 -1 -0.1%
MWM
1786
Mattern Wealth Management
Kansas
$342K +$331K +783 New
LWA
1787
LWS Wealth Advisors
New Jersey
$341K – – –
LFG
1788
Lockerman Financial Group
California
$339K +$329K +779 New
CIS
1789
Continental Investors Services
Washington
$339K +$344K +815 New
CP
1790
Camelot Portfolios
Ohio
$338K +$327K +775 New
PCM
1791
Passive Capital Management
Maryland
$337K +$326K +773 New
AA
1792
Alesco Advisors
New York
$337K -$57K -135 -15%
CAG
1793
Curtis Advisory Group
California
$337K +$5.49K +13 +2%
WIM
1794
Warwick Investment Management
Texas
$337K +$325K +771 New
C
1795
CEDRUS
Colorado
$336K +$325K +770 New
VWM
1796
Venturi Wealth Management
Texas
$336K +$1.69K +4 +0.5%
KCM
1797
Kanawha Capital Management
Virginia
$335K – – –
LWM
1798
Lyell Wealth Management
California
$335K – – –
IAP
1799
Indie Asset Partners
Indiana
$334K – – –
HFS
1800
Heritage Financial Services
Massachusetts
$333K +$323K +765 New
70 71
72
73 74