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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2551
Benchmark Financial
Delaware
$1.29M -$18K -27 -1%
TCM
2552
Towercrest Capital Management
Pennsylvania
$1.29M +$20.7K +31 +2%
RIP
2553
RAM Investment Partners
Washington
$1.28M +$2K +3 +0.2%
UWS
2554
Unique Wealth Strategies
Illinois
$1.28M +$139K +208 +13%
SPAS
2555
Spectrum Planning & Advisory Services
California
$1.28M +$406K +609 +49%
FCI
2556
Financial Counselors Inc
Kansas
$1.27M +$667 +1 +0.1%
GFWA
2557
Grey Fox Wealth Advisors
Delaware
$1.27M +$2K +3 +0.2%
RPCONE
2558
Retirement Planning Company of New England
Rhode Island
$1.27M -$2K -3 -0.2%
BFA
2559
Beacon Financial Advisory
Ohio
$1.26M -$66K -99 -5%
DCA
2560
DSG Capital Advisors
Minnesota
$1.26M +$101K +152 +9%
SP
2561
Stonebrook Private
Michigan
$1.26M +$207K +310 +20%
DFA
2562
DHJJ Financial Advisors
Illinois
$1.26M +$73.3K +110 +6%
GWM
2563
GSB Wealth Management
Connecticut
$1.26M -$7.33K -11 -0.6%
BOH
2564
Bank of Hawaii
Hawaii
$1.26M – – –
CPWL
2565
Coquina Private Wealth LLC
Florida
$1.26M +$9.33K +14 +0.8%
KAM
2566
Knightsbridge Asset Management
California
$1.26M +$2.67K +4 +0.2%
IPW
2567
Impact Partnership Wealth
Georgia
$1.25M -$10K -15 -0.8%
BWS
2568
Buck Wealth Strategies
Colorado
$1.25M +$960K +1,440 +374%
PFA
2569
Plotkin Financial Advisors
Maryland
$1.25M +$13.3K +20 +1%
OC
2570
OceanIQ Capital
California
$1.25M +$1.18M +1,764 New
CWMGP
2571
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.25M +$667 +1 +0.1%
TCM
2572
TruNorth Capital Management
Michigan
$1.25M -$10K -15 -0.8%
BCP
2573
Blackhawk Capital Partners
Wisconsin
$1.25M +$198K +297 +20%
CCG
2574
Coastwise Capital Group
California
$1.25M +$96K +144 +9%
EWA
2575
Eagle Wealth Advisors
Connecticut
$1.25M -$6K -9 -0.5%
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103
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