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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2051
Carlson Capital Management
Minnesota
$346K +$818 +2 +0.2%
WAM
2052
Walker Asset Management
Missouri
$346K – – –
IHWM
2053
Iron Horse Wealth Management
Iowa
$346K +$360K +880 New
RSVP
2054
Ramsay Stattman Vela & Price
Colorado
$343K -$241K -589 -40%
HNW
2055
High Note Wealth
Minnesota
$342K – – –
WCA
2056
Waypoint Capital Advisors
Minnesota
$342K +$31.5K +77 +10%
CWM
2057
Cranbrook Wealth Management
Michigan
$342K +$57.2K +140 +19%
AJ
2058
Ashburton (Jersey)
Jersey
$341K – – –
GAM
2059
Grandview Asset Management
Pennsylvania
$341K +$355K +868 New
MIAS
2060
Mason Investment Advisory Services
Virginia
$340K -$13.9K -34 -4%
ARG
2061
Advisory Resource Group
Oklahoma
$340K +$95.3K +233 +37%
RWA
2062
Rainsberger Wealth Advisors
Colorado
$339K -$47.4K -116 -12%
PWA
2063
PCG Wealth Advisors
Kansas
$339K – – –
APS
2064
American Planning Services
Florida
$336K +$42.9K +105 +14%
SFI
2065
SPC Financial Inc
Maryland
$335K – – –
FWM
2066
Fingerlakes Wealth Management
New York
$334K +$1.23K +3 +0.4%
HIC
2067
Holderness Investments Company
North Carolina
$333K +$13.1K +32 +4%
HP
2068
Hyperion Partners
Pennsylvania
$332K – – –
SCA
2069
Stonebridge Capital Advisors
Minnesota
$331K -$42.5K -104 -11%
CC
2070
Cypress Capital
Tennessee
$331K +$131K +320 +61%
GCM
2071
Gables Capital Management
Florida
$330K -$81.8K -200 -19%
P
2072
&Partners
Tennessee
$329K -$10.2K -25 -3%
TFP
2073
Triune Financial Partners
Kansas
$329K +$92.8K +227 +37%
MF
2074
Meridian Financial
Massachusetts
$328K +$37.6K +92 +12%
TF
2075
TLWM Financial
Texas
$328K +$137K +334 +67%
81 82
83
84 85