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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2101
Carret Asset Management
New York
$288K +$273K +707 New
HWA
2102
HCR Wealth Advisors
California
$288K -$9.26K -24 -3%
CISOA
2103
Capital Investment Services of America
Wisconsin
$287K -$7.72K -20 -3%
LFP
2104
Leeward Financial Partners
Washington
$287K -$76.4K -198 -22%
WW
2105
Westshore Wealth
California
$285K -$193K -500 -42%
PRS
2106
Pinkerton Retirement Specialists
Idaho
$284K +$269K +698 New
B
2107
Bellecapital
Switzerland
$284K +$269K +697 New
JC
2108
Jentner Corp
Ohio
$280K – – –
AIM
2109
Arcadia Investment Management
Michigan
$280K – – –
CBOR
2110
Community Bank of Raymore
Missouri
$279K – – –
CCA
2111
Conservest Capital Advisors
Pennsylvania
$278K – – –
EK
2112
Evensky & Katz
Florida
$278K +$225K +584 +590%
OWA
2113
Octavia Wealth Advisors
Ohio
$276K +$260K +675 New
SWP
2114
Semus Wealth Partners
Florida
$276K -$15.8K -41 -6%
MG
2115
MilWealth Group
Wisconsin
$276K – – –
CFO
2116
Colony Family Offices
North Carolina
$275K +$26.6K +69 +11%
SCM
2117
Stonehearth Capital Management
Massachusetts
$274K +$259K +672 New
SIC
2118
Sterling Investment Counsel
New York
$269K +$23.9K +62 +10%
TCM
2119
Telos Capital Management
California
$269K -$16.2K -42 -6%
LCM
2120
Lazari Capital Management
California
$269K +$254K +659 New
CWA
2121
Cornerstone Wealth Advisors
Minnesota
$268K – – –
BA
2122
Ballew Advisors
Mississippi
$267K – – –
DP
2123
Denver PWM
Colorado
$266K +$252K +654 New
JE
2124
JMAC Enterprises
Pennsylvania
$266K +$6.17K +16 +3%
KWA
2125
Kingswood Wealth Advisors
California
$265K +$251K +651 New
83 84
85
86 87