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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2576
Essential Planning
New Hampshire
$540K -$39M -72,146 -99%
XT
2577
XTX Topco
Cayman Islands
$540K -$956K -1,769 -63%
WPC
2578
White Pine Capital
Minnesota
$540K – – –
LGG
2579
Luts & Greenleigh Group
Maryland
$539K – – –
PWM
2580
Palacios Wealth Management
Florida
$538K -$14.6K -27 -3%
SFI
2581
SPC Financial Inc
Maryland
$538K +$35.1K +65 +7%
RIP
2582
RAM Investment Partners
Washington
$535K -$642K -1,187 -53%
VDBMI
2583
Van Den Berg Management I
Texas
$534K +$2.7K +5 +0.5%
RPGNY
2584
Retirement Planning Group (New York)
New York
$534K +$34.6K +64 +7%
HFM
2585
Hartford Financial Management
Connecticut
$531K – – –
ES
2586
ETF Store
Kansas
$529K +$2.16K +4 +0.4%
RCWMU
2587
Rothschild & Co Wealth Management (UK)
United Kingdom
$528K – – –
SHFA
2588
Sherrill & Hutchins Financial Advisory
Georgia
$526K – – –
KFG
2589
Kropog Financial Group
Louisiana
$526K -$2.16K -4 -0.4%
SSW
2590
Stone Summit Wealth
Florida
$526K – – –
MTIC
2591
Missouri Trust & Investment Company
Missouri
$524K -$7.57K -14 -1%
T
2592
Tableaux
Massachusetts
$524K +$137K +254 +33%
CWP
2593
Concord Wealth Partners
Virginia
$523K +$51.9K +96 +10%
SIG
2594
Sky Investment Group
Connecticut
$523K – – –
MFG
2595
Midwest Financial Group
Kansas
$523K +$10.3K +19 +2%
EA
2596
Ergawealth Advisors
Illinois
$522K – – –
SG
2597
Stanich Group
New York
$517K +$2.16K +4 +0.4%
SPAS
2598
Spectrum Planning & Advisory Services
California
$516K -$270K -500 -33%
CIA
2599
Cape Investment Advisory
Georgia
$515K -$80K -148 -13%
OHWA
2600
Oak Hill Wealth Advisors
Virginia
$514K +$3.78K +7 +0.7%
102 103
104
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