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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2326
Marshall Investment Management
Colorado
$971K -$398K -758 -31%
GWM
2327
GSB Wealth Management
Connecticut
$968K -$488K -929 -35%
IWA
2328
Icon Wealth Advisors
Texas
$968K +$896K +1,705 New
LF
2329
Lee Financial
Texas
$968K +$168K +319 +23%
HB
2330
Horizon Bancorp
Indiana
$966K +$893K +1,700 New
DCM
2331
Dudley Capital Management
Virginia
$963K +$526 +1 +0.1%
RWM
2332
Revisor Wealth Management
Ohio
$960K +$49.4K +94 +6%
SFP
2333
SwitchPoint Financial Planning
Utah
$957K +$6.83K +13 +0.8%
SAM
2334
Summit Asset Management
Tennessee
$956K – – –
GFP
2335
Gryphon Financial Partners
Ohio
$955K +$284K +541 +47%
IWM
2336
Iams Wealth Management
Nebraska
$954K +$883K +1,680 New
EF
2337
Empirical Finance
Pennsylvania
$954K +$3.15K +6 +0.4%
WCM
2338
Wallace Capital Management
Texas
$949K +$13.1K +25 +2%
LC
2339
LCNB Corp
Ohio
$949K -$457K -870 -34%
CL
2340
CLG LLC
California
$949K – – –
MCA
2341
Midwest Capital Advisors
Michigan
$947K +$1.58K +3 +0.2%
KNW
2342
Kesler Norman & Wride
Utah
$947K +$667K +1,269 +319%
AFWM
2343
AMJ Financial Wealth Management
Virginia
$943K -$300K -570 -26%
SI
2344
Shaker Investments
Ohio
$943K -$15.8K -30 -2%
TCWM
2345
Total Clarity Wealth Management
Illinois
$940K -$729K -1,387 -46%
OWA
2346
ORBA Wealth Advisors
Illinois
$940K +$18.9K +36 +2%
NCMW
2347
Northern Capital Management (Washington)
Washington
$940K +$106K +202 +14%
SG
2348
Stanich Group
New York
$940K +$331K +630 +63%
FPW
2349
Fairvoy Private Wealth
Alabama
$938K +$1.58K +3 +0.2%
CMP
2350
Coston McIsaac & Partners
Maine
$933K +$281K +534 +48%
92 93
94
95 96