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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
2176
TBH Global Asset Management
Tennessee
$648K +$18.8K +37 +3%
HIA
2177
Harvest Investment Advisors
Florida
$646K – – –
TFP
2178
Tilia Fiduciary Partners
North Carolina
$644K +$1.52K +3 +0.2%
JWM
2179
Jessup Wealth Management
Ohio
$644K -$1M -1,976 -62%
BWL
2180
Beacon Wealthcare LLC
North Carolina
$642K +$238K +468 +63%
T
2181
Tidemark
California
$642K -$508 -1 -0.1%
TW
2182
TrinityPoint Wealth
Connecticut
$641K +$94K +185 +18%
TFO
2183
Tarbox Family Office
California
$641K -$1.52K -3 -0.2%
CC
2184
Capital Counsel
New York
$640K +$29K +57 +5%
KAM
2185
Knightsbridge Asset Management
California
$638K +$57.4K +113 +10%
WDC
2186
Woodward Diversified Capital
California
$637K +$6.61K +13 +1%
JPWM
2187
Jamison Private Wealth Management
Georgia
$636K +$1.52K +3 +0.2%
MWP
2188
Meredith Wealth Planning
Illinois
$636K +$50.3K +99 +9%
ICP
2189
Ironvine Capital Partners
Nebraska
$636K – – –
TVWM
2190
Tower View Wealth Management
Wisconsin
$635K -$12.2K -24 -2%
AWA
2191
Aquire Wealth Advisors
Utah
$634K +$2.54K +5 +0.4%
KIG
2192
Kennedy Investment Group
New Jersey
$630K +$2.03K +4 +0.3%
LB
2193
Legacy Bridge
Iowa
$629K +$20.3K +40 +3%
WPW
2194
Warther Private Wealth
Ohio
$628K +$605K +1,190 New
WMA
2195
Wealth Management Associates
New Jersey
$627K -$15.2K -30 -2%
WCM
2196
Wealthcare Capital Management
Virginia
$624K -$38.1K -75 -6%
LWM
2197
Lakeridge Wealth Management
Ohio
$621K -$197K -388 -25%
FCM
2198
Family Capital Management
Michigan
$620K – – –
HHGA
2199
Halbert Hargrove Global Advisors
California
$620K +$368K +724 +161%
SFC
2200
Swisher Financial Concepts
Ohio
$619K +$317K +624 +107%
86 87
88
89 90