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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1951
Slow Capital
California
$218K +$211K +500 New
DLCIG
1952
D.L. Carlson Investment Group
New Hampshire
$217K +$210K +497 New
BWM
1953
BT Wealth Management
Georgia
$216K +$209K +495 New
LTL
1954
Lowery Thomas LLC
California
$216K +$209K +495 New
SSC
1955
Syverson Strege & Co
Iowa
$215K – – –
MSR
1956
Main Street Research
Connecticut
$215K +$208K +492 New
IF
1957
Integrity Financial
Wyoming
$215K +$208K +493 New
NCM
1958
Nelson Capital Management
California
$215K +$208K +493 New
IA
1959
Insight Advisors
Pennsylvania
$213K – – –
MFM
1960
MD Financial Management
Ontario, Canada
$213K +$206K +487 New
OPWM
1961
Oxinas Partners Wealth Management
Indiana
$213K +$206K +488 New
JC
1962
Jentner Corp
Ohio
$213K +$206K +489 New
MFGM
1963
Marshall Financial Group (Maryland)
Maryland
$211K +$203K +482 New
BMWM
1964
Brown Miller Wealth Management
Virginia
$210K +$203K +482 New
NC
1965
NinePointTwo Capital
California
$210K +$204K +483 New
JWM
1966
JGP Wealth Management
Oregon
$209K +$205K +486 New
JPLA
1967
Joseph P. Lucia & Associates
New York
$208K +$23.2K +55 +13%
OCM
1968
Orion Capital Management
California
$207K +$5.49K +13 +3%
VF
1969
Vista Finance
Missouri
$207K +$201K +475 New
TWA
1970
TPB Wealth Advisors
Texas
$206K +$199K +471 New
CAM
1971
Covenant Asset Management
New Jersey
$205K +$198K +470 New
RPG
1972
Resource Planning Group
Georgia
$205K +$198K +470 New
RCM
1973
RB Capital Management
Nevada
$204K +$197K +467 New
TFGT
1974
TS Financial Group (TSFG)
Illinois
$201K – – –
TVWM
1975
Tower View Wealth Management
Wisconsin
$200K +$95K +225 +97%
77 78
79
80 81