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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
2601
Unique Wealth Strategies
Illinois
$991K -$21.9K -35 -2%
SFP
2602
Sherwood Financial Partners
California
$991K -$48.8K -78 -4%
GPWA
2603
Gaddis Premier Wealth Advisors
Oklahoma
$990K -$186K -297 -15%
TWM
2604
TCFG Wealth Management
California
$989K +$306K +490 +42%
TIA
2605
TCFG Investment Advisors
California
$989K +$1.04M +1,655 New
FFL
2606
Financial Freedom LLC
Ohio
$987K +$625 +1 +0.1%
WMS
2607
Wealth Management Strategies
Pennsylvania
$987K +$3.13K +5 +0.3%
AWMG
2608
Alliance Wealth Management Group
New Jersey
$983K +$100K +160 +11%
LWMM
2609
Legacy Wealth Management (Mississippi)
Mississippi
$981K – – –
SFP
2610
SwitchPoint Financial Planning
Utah
$980K +$34.4K +55 +3%
CFA
2611
Churchill Financial Advisors
Kentucky
$979K +$93.8K +150 +10%
BF
2612
Brogan Financial
Tennessee
$979K +$5K +8 +0.5%
SDWIA
2613
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$975K -$5.63K -9 -0.5%
NCMW
2614
Northern Capital Management (Washington)
Washington
$972K -$47.5K -76 -4%
LIA
2615
Lynx Investment Advisory
District of Columbia
$972K -$141K -225 -12%
AFP
2616
ATLas Financial Planning
Georgia
$971K +$12.5K +20 +1%
MWAM
2617
Manhattan West Asset Management
California
$971K +$481K +769 +90%
FNT
2618
First Nebraska Trust
Nebraska
$970K – – –
NW
2619
Naviter Wealth
Arkansas
$970K +$163K +260 +19%
OWA
2620
ORBA Wealth Advisors
Illinois
$969K +$625 +1 +0.1%
SG
2621
Stanich Group
New York
$968K -$8.76K -14 -0.9%
NRG
2622
Nemes Rush Group
Michigan
$967K -$87.6K -140 -8%
LCP
2623
Larch Capital Partners
Florida
$965K +$1.01M +1,614 New
CCA
2624
Carrera Capital Advisors
Michigan
$964K -$90.1K -144 -8%
SVCP
2625
Silicon Valley Capital Partners
California
$964K +$50.7K +81 +5%
103 104
105
106 107