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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2651
ROI Financial Advisors
Oregon
$475K -$7.04K -13 -1%
JPLA
2652
Joseph P. Lucia & Associates
New York
$475K -$2.17K -4 -0.5%
PW
2653
Potentia Wealth
California
$475K +$478K +882 New
RA
2654
Riversedge Advisors
Delaware
$474K +$2.17K +4 +0.5%
HP
2655
Haven Private
Florida
$473K +$476K +878 New
CWG
2656
Crown Wealth Group
North Carolina
$473K +$105K +194 +28%
CGFA
2657
Colton Groome Financial Advisors
North Carolina
$472K -$118K -217 -20%
SSF
2658
Southern Style Financial
California
$472K +$474K +875 New
CA
2659
Carson Advisory
Georgia
$472K +$47.1K +87 +11%
AFA
2660
Antonelli Financial Advisors
Michigan
$469K +$471K +870 New
CCA
2661
Cypress Capital Advisors
Tennessee
$469K +$471K +870 New
CF
2662
Convergence Financial
Missouri
$469K +$60.7K +112 +15%
CFP
2663
Cypress Financial Planning
New Jersey
$468K +$67.2K +124 +17%
TFG
2664
Taylor Financial Group
Virginia
$467K – – –
LF
2665
Lighthouse Financial
Florida
$464K +$467K +862 New
PG
2666
Patten Group
Tennessee
$462K -$39.5K -73 -8%
GBWM
2667
Granite Bay Wealth Management
New Hampshire
$461K +$463K +855 New
PCMF
2668
Private Capital Management (Florida)
Florida
$461K -$37.9K -70 -8%
OCM
2669
Orleans Capital Management
Louisiana
$461K +$218K +403 +95%
CI
2670
Ceera Investments
Texas
$461K +$54.2K +100 +13%
BLC
2671
Brown, Lisle/Cummings
Rhode Island
$460K – – –
NCM
2672
New Capital Management
Texas
$459K -$7.58K -14 -2%
MIM
2673
Moseley Investment Management
Florida
$459K -$3.79K -7 -0.8%
CISOA
2674
Capital Investment Services of America
Wisconsin
$457K +$23.3K +43 +5%
HHGA
2675
Halbert Hargrove Global Advisors
California
$456K -$178K -328 -28%
105 106
107
108 109