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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2601
Haven Private
Florida
$620K -$361K -687 -39%
FCT
2602
First Community Trust
Iowa
$619K -$33.1K -63 -5%
AFG
2603
Allegheny Financial Group
Pennsylvania
$618K -$50.5K -96 -8%
VAM
2604
Verity Asset Management
North Carolina
$617K -$582K -1,107 -50%
GWM
2605
GDS Wealth Management
Texas
$616K +$6.31K +12 +1%
VPF
2606
Vantage Point Financial
Illinois
$615K +$145K +276 +34%
6F
2607
626 Financial
Michigan
$615K – – –
DWMS
2608
Dominguez Wealth Management Solutions
Virginia
$614K – – –
WCM
2609
Wealthcare Capital Management
Virginia
$614K -$17.9K -34 -3%
FCFC
2610
First Citizens Financial Corp
Iowa
$613K – – –
WHCFA
2611
William Howard & Co Financial Advisors
Tennessee
$613K – – –
IWS
2612
Insight Wealth Strategies
California
$611K -$21K -40 -4%
HG
2613
Harbor Group
New Hampshire
$609K +$3.68K +7 +0.7%
JPLA
2614
Joseph P. Lucia & Associates
New York
$606K +$96.7K +184 +21%
LWAM
2615
Legacy Wealth Asset Management
Minnesota
$604K – – –
LF
2616
Lighthouse Financial
Florida
$604K +$106K +201 +23%
NCM
2617
Noesis Capital Mangement
Florida
$602K +$118K +225 +27%
MM
2618
Main Management
California
$602K -$393K -748 -41%
TIM
2619
Tevis Investment Management
Texas
$601K -$28.9K -55 -5%
LWM
2620
Lodestone Wealth Management
Washington
$600K -$2.1K -4 -0.4%
CSA
2621
Cottage Street Advisors
Massachusetts
$599K -$31K -59 -5%
EP
2622
Essential Planning
New Hampshire
$597K – – –
BHWM
2623
Bar Harbor Wealth Management
New Hampshire
$596K -$9.98K -19 -2%
WPC
2624
White Pine Capital
Minnesota
$596K – – –
LGG
2625
Luts & Greenleigh Group
Maryland
$596K – – –
103 104
105
106 107