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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2601
PrairieView Partners
Minnesota
$512K -$6.5K -12 -1%
LFG
2602
Lockerman Financial Group
California
$512K +$211K +390 +70%
BIA
2603
Bigelow Investment Advisors
Maine
$511K -$36.3K -67 -7%
PFA
2604
Pillar Financial Advisors
Kentucky
$510K +$512K +946 New
AC
2605
Addison Capital
Pennsylvania
$508K +$42.2K +78 +9%
SWM
2606
Sterling Wealth Management
Illinois
$507K +$2.71K +5 +0.5%
NCM
2607
Neumann Capital Management
California
$506K +$202K +373 +66%
FC
2608
Forte Capital
New York
$506K +$11.4K +21 +2%
APWA
2609
Atlas Private Wealth Advisors
New Jersey
$505K +$9.21K +17 +2%
IAP
2610
Indie Asset Partners
Indiana
$505K +$113K +209 +29%
CRFG
2611
Columbia River Financial Group
Washington
$504K +$507K +936 New
KFSC
2612
Keystone Financial Services (Colorado)
Colorado
$503K +$506K +934 New
SIAS
2613
Summit Investment Advisory Services
Minnesota
$502K +$2.71K +5 +0.5%
HW
2614
Hedeker Wealth
Illinois
$502K -$30.9K -57 -6%
SSWM
2615
Strait & Sound Wealth Management
California
$502K -$29.8K -55 -6%
RSS
2616
Rosenblum Silverman Sutton
California
$499K -$35.2K -65 -7%
SP
2617
Stonebrook Private
Michigan
$499K +$25.5K +47 +5%
PAW
2618
Plan A Wealth
Nebraska
$498K +$500K +924 New
LFP
2619
Leeward Financial Partners
Washington
$498K – – –
CWP
2620
Concord Wealth Partners
Virginia
$496K +$155K +287 +45%
GLR
2621
Great Lakes Retirement
Ohio
$494K -$73.7K -136 -13%
DSN
2622
D. Scott Neal
Kentucky
$494K – – –
CAM
2623
Claret Asset Management
Quebec, Canada
$494K -$27.1K -50 -5%
AP
2624
Appleton Partners
Massachusetts
$493K +$29.2K +54 +6%
GWAM
2625
Guardian Wealth Advisors (Minnesota)
Minnesota
$493K +$80.7K +149 +19%
103 104
105
106 107