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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
2476
DiNuzzo Private Wealth
Pennsylvania
$758K -$69.9K -133 -9%
DWA
2477
Delap Wealth Advisory
Oregon
$757K -$186K -353 -21%
GGS
2478
Galvin Gaustad & Stein
Arizona
$757K +$38.4K +73 +6%
FI
2479
Financial Insights
Washington
$754K +$69.9K +133 +11%
SFC
2480
SYM Financial Corp
Indiana
$751K -$245K -467 -26%
HIS
2481
Harvest Investment Services
Illinois
$751K +$486K +924 +232%
PP
2482
PrairieView Partners
Minnesota
$750K +$196K +373 +39%
NFW
2483
Noble Family Wealth
Florida
$750K +$694K +1,320 New
AF
2484
Amara Financial
California
$749K -$2.1K -4 -0.3%
PHAM
2485
Palisades Hudson Asset Management
Florida
$749K +$385K +733 +125%
BCP
2486
Blackhawk Capital Partners
Wisconsin
$749K +$118K +225 +21%
RFA
2487
Reyes Financial Architecture
California
$746K – – –
OWA
2488
Oak Wealth Advisors
Illinois
$745K +$232K +441 +51%
KFG
2489
Kingdom Financial Group
Arizona
$743K -$8.29M -15,774 -92%
AP
2490
Appleton Partners
Massachusetts
$742K +$88.8K +169 +15%
GWP
2491
Gateway Wealth Partners
Wisconsin
$741K -$60.4K -115 -8%
SWMG
2492
Signature Wealth Management Group
Georgia
$738K +$7.88K +15 +1%
HCMG
2493
Howard Capital Management Group
California
$736K – – –
CWM
2494
Cranbrook Wealth Management
Michigan
$736K +$64.1K +122 +10%
LJAC
2495
L.J. Altfest & Co
New York
$735K +$46.8K +89 +7%
TCM
2496
Triumph Capital Management
Colorado
$733K +$120K +229 +22%
CCG
2497
Coastwise Capital Group
California
$730K +$10.5K +20 +2%
EB
2498
Emprise Bank
Kansas
$730K – – –
PPWM
2499
Perissos Private Wealth Management
Oklahoma
$729K -$8.33M -15,846 -93%
NA
2500
Novus Advisors
South Carolina
$729K -$213K -406 -24%
98 99
100
101 102