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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1776
Hengehold Capital Management
Ohio
$593K +$1.54K +4 +0.3%
BWA
1777
Bordeaux Wealth Advisors
California
$592K – – –
CAM
1778
Congress Asset Management
Massachusetts
$592K – – –
FWM
1779
Fairhaven Wealth Management
Illinois
$591K +$560K +1,451 New
BFP
1780
Beacon Financial Planning
Massachusetts
$589K – – –
IIA
1781
IPG Investment Advisors
California
$588K -$91.4K -237 -14%
OMC
1782
Overbrook Management Corp
New York
$587K +$187K +485 +51%
TCWA
1783
Ten Capital Wealth Advisors
Washington
$585K -$7.33K -19 -1%
CFA
1784
Cahill Financial Advisors
Minnesota
$580K +$31.6K +82 +6%
BAM
1785
Berkshire Asset Management
Pennsylvania
$578K +$143K +370 +35%
TNAM
1786
Terra Nova Asset Management
New York
$578K +$116K +300 +27%
MIC
1787
Meridian Investment Counsel
California
$574K – – –
WA
1788
Waterford Advisors
New York
$571K -$3.09K -8 -0.6%
LA
1789
Lakeside Advisors
Washington
$570K – – –
LAM
1790
Lakewood Asset Management
Illinois
$568K – – –
SFG
1791
SNS Financial Group
Minnesota
$568K – – –
SRWM
1792
Shira Ridge Wealth Management
California
$564K – – –
PWAG
1793
Polaris Wealth Advisory Group
California
$560K -$42.8K -111 -7%
FAT
1794
First American Trust
California
$560K +$78.7K +204 +17%
RWM
1795
Refined Wealth Management
Utah
$559K -$13.5K -35 -2%
VWA
1796
VERITY Wealth Advisors
United States
$558K – – –
AWA
1797
Acorn Wealth Advisors
Michigan
$557K +$199K +516 +61%
HCMT
1798
Highland Capital Management (Tennessee)
Tennessee
$556K +$120K +310 +29%
SFG
1799
Steward Financial Group
Texas
$554K +$525K +1,362 New
LA
1800
Lane & Associates
New Jersey
$554K -$48.2K -125 -8%
70 71
72
73 74