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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2501
Insight Wealth Strategies
California
$599K -$700K -1,292 -54%
GFP
2502
Gryphon Financial Partners
Ohio
$599K -$7.58K -14 -1%
TIM
2503
Tevis Investment Management
Texas
$598K +$601K +1,110 New
BFP
2504
Beacon Financial Planning
Massachusetts
$598K -$31.4K -58 -5%
SCI
2505
Silver Coast Investments
United States
$596K +$386K +713 +181%
SRL
2506
Scientech Research LLC
New Jersey
$595K +$598K +1,104 New
GC
2507
GFG Capital
Florida
$594K -$113K -208 -16%
TAM
2508
Tucker Asset Management
Colorado
$593K +$239K +441 +67%
CAM
2509
Campion Asset Management
Virginia
$593K – – –
BPC
2510
Bearing Point Capital
Minnesota
$593K +$596K +1,100 New
ERWM
2511
Elk River Wealth Management
Colorado
$592K – – –
DCBT
2512
Dakota Community Bank & Trust
North Dakota
$592K +$163K +301 +38%
LF
2513
Lee Financial
Texas
$592K +$48.7K +90 +9%
RSA
2514
River Street Advisors
Illinois
$591K +$99.1K +183 +20%
SDWIA
2515
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$590K +$376K +694 +173%
SWM
2516
Shakespeare Wealth Management
Wisconsin
$590K +$2.17K +4 +0.4%
NCM
2517
NCM Capital Management
New Jersey
$589K +$593K +1,094 New
CMP
2518
Coston McIsaac & Partners
Maine
$588K -$542 -1 -0.1%
TCM
2519
Towercrest Capital Management
Pennsylvania
$587K +$2.71K +5 +0.5%
HIC
2520
Holderness Investments Company
North Carolina
$586K +$14.6K +27 +3%
SPI
2521
Santori & Peters Inc
Pennsylvania
$585K +$15.2K +28 +3%
PWM
2522
Palacios Wealth Management
Florida
$585K +$582K +1,075 New
TCM
2523
Triumph Capital Management
Colorado
$583K +$36.3K +67 +7%
FCFC
2524
First Citizens Financial Corp
Iowa
$582K – – –
DWMS
2525
Dominguez Wealth Management Solutions
Virginia
$582K +$1.63K +3 +0.3%
99 100
101
102 103