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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2626
Financial Insights
Washington
$963K +$101K +161 +11%
OCPWS
2627
One Charles Private Wealth Services
Massachusetts
$963K – – –
TCPG
2628
Trivant Custom Portfolio Group
California
$960K +$385K +615 +62%
TCPW
2629
Twin City Private Wealth
North Carolina
$959K -$4.38K -7 -0.4%
MCIA
2630
Mountain Capital Investment Advisors
Colorado
$958K +$231K +369 +34%
GWL
2631
Generations Wealth LLC
Ohio
$957K +$35K +56 +4%
CWM
2632
Chesapeake Wealth Management
Virginia
$957K +$44.4K +71 +5%
TFG
2633
Tull Financial Group
Virginia
$957K +$62.5K +100 +7%
PA
2634
PW Advisors
Florida
$954K -$151K -242 -13%
SIA
2635
Serenity Investment Advisors
Illinois
$952K +$28.1K +45 +3%
WIC
2636
Whitegate Investment Counselors
New Hampshire
$951K +$1.25K +2 +0.1%
PFG
2637
Pacific Financial Group
Washington
$949K +$311K +498 +46%
HFS
2638
Hoge Financial Services
Pennsylvania
$946K +$218K +348 +28%
CPIA
2639
Cornell Pochily Investment Advisors
New York
$946K +$60K +96 +6%
PHAM
2640
Palisades Hudson Asset Management
Florida
$945K +$311K +497 +46%
DFG
2641
Dupree Financial Group
Kentucky
$942K +$21.3K +34 +2%
EF
2642
Elite Financial
Idaho
$941K – – –
CIA
2643
Cape Investment Advisory
Georgia
$941K +$100K +160 +11%
FPW
2644
Flywheel Private Wealth
California
$939K +$1.25K +2 +0.1%
AWA
2645
Aquire Wealth Advisors
Utah
$939K +$8.76K +14 +0.9%
RPSA
2646
Richard P. Slaughter Associates
Texas
$937K – – –
LWM
2647
Lifetime Wealth Management
Texas
$935K – – –
BFG
2648
Beacon Financial Group
Texas
$934K +$71.9K +115 +8%
GWM
2649
GDS Wealth Management
Texas
$932K +$176K +282 +22%
LOWM
2650
Laurel Oak Wealth Management
New Jersey
$929K +$11.9K +19 +1%
104 105
106
107 108