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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
2551
Mach-1 Financial Group
Arkansas
$563K +$242K +446 +74%
PFA
2552
Pathway Financial Advisers
Indiana
$561K +$24.4K +45 +5%
AP
2553
Aspect Partners
Virginia
$560K +$537K +992 +2,067%
BRG
2554
Bay Rivers Group
Virginia
$560K -$22.2K -41 -4%
VDBMI
2555
Van Den Berg Management I
Texas
$558K -$12.5K -23 -2%
HB
2556
HTLF Bank
Colorado
$558K – – –
MTIC
2557
Missouri Trust & Investment Company
Missouri
$557K -$2.71K -5 -0.5%
HFM
2558
Hartford Financial Management
Connecticut
$557K – – –
RCWMU
2559
Rothschild & Co Wealth Management (UK)
United Kingdom
$554K – – –
KFG
2560
Kropog Financial Group
Louisiana
$553K +$556K +1,027 New
ES
2561
ETF Store
Kansas
$552K -$44.4K -82 -7%
SHFA
2562
Sherrill & Hutchins Financial Advisory
Georgia
$552K +$1.63K +3 +0.3%
SSW
2563
Stone Summit Wealth
Florida
$551K – – –
LWM
2564
Laidlaw Wealth Management
New York
$551K -$14.1K -26 -2%
EA
2565
Ergawealth Advisors
Illinois
$547K +$550K +1,015 New
MWM
2566
Mattern Wealth Management
Kansas
$542K +$218K +402 +67%
MCM
2567
MidAtlantic Capital Management
Virginia
$542K +$13.5K +25 +3%
SWTS
2568
Stonehaven Wealth & Tax Solutions
Wisconsin
$542K +$544K +1,005 New
IDA
2569
Intelligence Driven Advisers
California
$540K -$66.6K -123 -11%
SG
2570
Stanich Group
New York
$540K +$543K +1,002 New
LBC
2571
Leigh Baldwin & Co
New York
$539K +$542K +1,000 New
AWM
2572
Aprio Wealth Management
Georgia
$539K +$78.5K +145 +17%
MFG
2573
Midwest Financial Group
Kansas
$538K +$247K +456 +84%
CFP
2574
Catalyst Financial Partners
Massachusetts
$537K +$322K +594 +148%
OHWA
2575
Oak Hill Wealth Advisors
Virginia
$535K +$538K +993 New
101 102
103
104 105