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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2401
Telos Capital Management
California
$264K -$18.8K -46 -7%
OCM
2402
Orleans Capital Management
Louisiana
$262K -$88.4K -216 -26%
LC
2403
Lincoln Capital
Nebraska
$262K +$409 +1 +0.2%
LCM
2404
Lunt Capital Management
Utah
$261K – – –
WFP
2405
Wrenne Financial Planning
Kentucky
$261K +$245K +598 New
LJAC
2406
L.J. Altfest & Co
New York
$261K +$409 +1 +0.2%
LI
2407
Lafayette Investments
Maryland
$260K – – –
DFA
2408
DHJJ Financial Advisors
Illinois
$260K +$409 +1 +0.2%
HFAS
2409
Hummer Financial Advisory Services
Illinois
$259K – – –
SP
2410
Successful Portfolios
Florida
$257K +$28.7K +70 +13%
SP
2411
Stonebrook Private
Michigan
$256K +$240K +587 New
SFC
2412
Swisher Financial Concepts
Ohio
$255K +$240K +586 New
KFP
2413
KMG Fiduciary Partners
Ohio
$255K +$8.19K +20 +4%
PAWA
2414
Palo Alto Wealth Advisors
California
$254K -$18.8K -46 -7%
GMFG
2415
Greater Midwest Financial Group
Minnesota
$253K +$237K +580 New
NC
2416
NinePointTwo Capital
California
$252K +$25.4K +62 +12%
KCM
2417
KRS Capital Management
Michigan
$252K +$409 +1 +0.2%
SNBOSCI
2418
Security National Bank of Sioux City Iowa
Iowa
$252K +$10.2K +25 +5%
PWM
2419
Palumbo Wealth Management
New York
$251K +$1.23K +3 +0.5%
IFPG
2420
Intrepid Financial Planning Group
Indiana
$251K – – –
OPWM
2421
Oxinas Partners Wealth Management
Indiana
$250K -$1.23K -3 -0.5%
CIS
2422
Connors Investor Services
Pennsylvania
$250K -$71.6K -175 -23%
RMCM
2423
Reynders McVeigh Capital Management
Massachusetts
$249K +$233K +570 New
CWM
2424
CCG Wealth Management
California
$248K -$22.1K -54 -9%
SCP
2425
Seizert Capital Partners
Michigan
$248K +$232K +567 New
95 96
97
98 99