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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1951
Navalign LLC
California
$400K – – –
GGS
1952
Galvin Gaustad & Stein
Arizona
$399K -$50.2K -130 -12%
RWA
1953
Rainsberger Wealth Advisors
Colorado
$398K +$2.7K +7 +0.7%
PAM
1954
Panagora Asset Management
Massachusetts
$398K +$42.4K +110 +13%
WGCA
1955
Wolf Group Capital Advisors
Virginia
$397K – – –
DBT
1956
Dubuque Bank & Trust
Iowa
$396K -$99.5K -258 -21%
PCMF
1957
Private Capital Management (Florida)
Florida
$395K +$374K +970 New
PAMG
1958
Patton Albertson Miller Group
Tennessee
$394K -$190K -492 -34%
KIG
1959
Kowal Investment Group
Wisconsin
$394K +$35.9K +93 +11%
EL
1960
Essex LLC
Illinois
$394K -$78.7K -204 -17%
FTDI
1961
First Trust Direct Indexing
Massachusetts
$393K -$1.16K -3 -0.3%
WCWM
1962
Willow Creek Wealth Management
California
$393K +$372K +965 New
SCM
1963
SOL Capital Management
Maryland
$393K -$15K -39 -4%
SDAM
1964
Shulman DeMeo Asset Management
New York
$393K +$53.6K +139 +17%
TCM
1965
Towercrest Capital Management
Pennsylvania
$393K +$143K +371 +63%
QPWM
1966
Quadrant Private Wealth Management
Pennsylvania
$393K +$386 +1 +0.1%
TCM
1967
Tradewinds Capital Management
Washington
$392K -$149K -385 -29%
TW
1968
TrinityPoint Wealth
Connecticut
$391K -$51.7K -134 -12%
OIS
1969
Okabena Investment Services
Minnesota
$390K -$19.3K -50 -5%
EIA
1970
Eldridge Investment Advisors
New Hampshire
$388K – – –
AWP
1971
Accretive Wealth Partners
New Jersey
$387K – – –
AA
1972
Addison Advisors
Vermont
$386K – – –
SCA
1973
Stonebridge Capital Advisors
Minnesota
$386K +$46.7K +121 +15%
OHWA
1974
Oak Hill Wealth Advisors
Virginia
$385K – – –
RIP
1975
RAM Investment Partners
Washington
$385K -$1.54K -4 -0.4%
77 78
79
80 81