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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
2576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.03M – – –
PFA
2577
Pathway Financial Advisors
Vermont
$1.03M -$1.24K -2 -0.1%
CFG
2578
Cooper Financial Group
California
$1.03M -$36.7K -59 -3%
SG
2579
Stanich Group
New York
$1.02M +$1.24K +2 +0.1%
BF
2580
Brogan Financial
Tennessee
$1.02M +$15.5K +25 +2%
CNBOF
2581
City National Bank of Florida
Florida
$1.02M -$3.11K -5 -0.3%
BAMG
2582
Brand Asset Management Group
Missouri
$1.02M -$124K -199 -11%
SFM
2583
Signet Financial Management
New Jersey
$1.02M -$24.9K -40 -2%
FNT
2584
First Nebraska Trust
Nebraska
$1.02M – – –
OWA
2585
ORBA Wealth Advisors
Illinois
$1.02M -$21.8K -35 -2%
BP
2586
BWM Planning
Texas
$1.01M +$514K +827 +105%
CAM
2587
Costello Asset Management
Pennsylvania
$1.01M +$36.7K +59 +4%
FWM
2588
Focused Wealth Management
New York
$1.01M +$140K +226 +16%
EGM
2589
Engineers Gate Manager
New York
$1.01M -$1.06M -1,709 -51%
TCPW
2590
Twin City Private Wealth
North Carolina
$1.01M +$2.49K +4 +0.2%
OCPWS
2591
One Charles Private Wealth Services
Massachusetts
$1.01M -$133K -214 -12%
SL
2592
Summitry LLC
California
$1.01M +$1,000K +1,609 New
AFP
2593
ATLas Financial Planning
Georgia
$1.01M +$997K +1,605 New
AFG
2594
ABLE Financial Group
Arizona
$1.01M +$639K +1,028 +178%
GFG
2595
Greystone Financial Group
Michigan
$1M -$549K -884 -36%
PWM
2596
Parkway Wealth Management
Texas
$1M +$992K +1,596 New
FL
2597
FreeGulliver LLC
Louisiana
$998K +$5.59K +9 +0.6%
FCG
2598
Financial Connections Group
California
$998K -$16.2K -26 -2%
T
2599
Tableaux
Massachusetts
$998K -$807K -1,299 -45%
WIC
2600
Whitegate Investment Counselors
New Hampshire
$996K +$230K +370 +30%
102 103
104
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