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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2601
Coastwise Capital Group
California
$996K -$21.8K -35 -2%
BFIM
2602
Beese Fulmer Investment Management
Ohio
$995K +$685K +1,102 +227%
SFP
2603
SwitchPoint Financial Planning
Utah
$994K -$53.4K -86 -5%
FPW
2604
Fairvoy Private Wealth
Alabama
$993K -$26.7K -43 -3%
IAS
2605
Integrity Advisory Solutions
Texas
$992K +$147K +237 +18%
VF
2606
Vestment Financial
Minnesota
$990K – – –
MFG
2607
Macco Financial Group
Wisconsin
$990K +$981K +1,578 New
SF
2608
SageOak Financial
Oklahoma
$988K – – –
CCP
2609
Carmel Capital Partners
California
$987K +$20.5K +33 +2%
EF
2610
Elite Financial
Idaho
$987K -$23.6K -38 -2%
M
2611
MATAURO
New York
$987K +$4.97K +8 +0.5%
FMN
2612
Financial Management Network
California
$987K +$48.5K +78 +5%
GWM
2613
GK Wealth Management
Nevada
$986K +$134K +216 +16%
BCP
2614
Berkeley Capital Partners
Georgia
$985K +$86.4K +139 +10%
FPW
2615
Flywheel Private Wealth
California
$985K +$1.86K +3 +0.2%
RPSA
2616
Richard P. Slaughter Associates
Texas
$983K -$28K -45 -3%
WCM
2617
Washington Capital Management
Washington
$982K +$14.9K +24 +2%
LWM
2618
Lifetime Wealth Management
Texas
$981K +$973K +1,565 New
AWA
2619
Aquire Wealth Advisors
Utah
$976K +$135K +218 +16%
RA
2620
Riversedge Advisors
Delaware
$974K -$222K -357 -19%
GWL
2621
Generations Wealth LLC
Ohio
$970K +$961K +1,546 New
DFG
2622
Dupree Financial Group
Kentucky
$967K -$199K -321 -17%
LOWM
2623
Laurel Oak Wealth Management
New Jersey
$964K +$955K +1,536 New
HCM
2624
Hall Capital Management
Rhode Island
$963K +$24.9K +40 +3%
RPGNY
2625
Retirement Planning Group (New York)
New York
$962K +$98.2K +158 +11%
103 104
105
106 107