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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2476
Investmark Advisory Group
Connecticut
$759K – – –
DPW
2477
DiNuzzo Private Wealth
Pennsylvania
$758K -$69.9K -133 -9%
DWA
2478
Delap Wealth Advisory
Oregon
$757K -$186K -353 -21%
GGS
2479
Galvin Gaustad & Stein
Arizona
$757K +$38.4K +73 +6%
FI
2480
Financial Insights
Washington
$754K +$69.9K +133 +11%
SFC
2481
SYM Financial Corp
Indiana
$751K -$245K -467 -26%
HIS
2482
Harvest Investment Services
Illinois
$751K +$486K +924 +232%
PP
2483
PrairieView Partners
Minnesota
$750K +$196K +373 +39%
NFW
2484
Noble Family Wealth
Florida
$750K +$694K +1,320 New
AF
2485
Amara Financial
California
$749K -$2.1K -4 -0.3%
PHAM
2486
Palisades Hudson Asset Management
Florida
$749K +$385K +733 +125%
BCP
2487
Blackhawk Capital Partners
Wisconsin
$749K +$118K +225 +21%
RFA
2488
Reyes Financial Architecture
California
$746K – – –
OWA
2489
Oak Wealth Advisors
Illinois
$745K +$232K +441 +51%
KFG
2490
Kingdom Financial Group
Arizona
$743K -$8.29M -15,774 -92%
AP
2491
Appleton Partners
Massachusetts
$742K +$88.8K +169 +15%
GWP
2492
Gateway Wealth Partners
Wisconsin
$741K -$60.4K -115 -8%
SWMG
2493
Signature Wealth Management Group
Georgia
$738K +$7.88K +15 +1%
HCMG
2494
Howard Capital Management Group
California
$736K – – –
CWM
2495
Cranbrook Wealth Management
Michigan
$736K +$64.1K +122 +10%
LJAC
2496
L.J. Altfest & Co
New York
$735K +$46.8K +89 +7%
TCM
2497
Triumph Capital Management
Colorado
$733K +$120K +229 +22%
CCG
2498
Coastwise Capital Group
California
$730K +$10.5K +20 +2%
EB
2499
Emprise Bank
Kansas
$730K – – –
PPWM
2500
Perissos Private Wealth Management
Oklahoma
$729K -$8.33M -15,846 -93%
98 99
100
101 102