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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
2651
LAM Group
Oregon
$925K – – –
UWM
2652
Urban Wealth Management
California
$923K +$915K +1,472 New
SFS
2653
Symphony Financial Services
Ohio
$922K +$127K +205 +16%
FWWM
2654
Fiscal Wisdom Wealth Management
Connecticut
$922K +$92.6K +149 +11%
CJ
2655
Caitlin John
Michigan
$922K +$605K +974 +197%
CAM
2656
CPA Asset Management
Florida
$920K -$311K -500 -25%
MCA
2657
Maryland Capital Advisors
Maryland
$919K – – –
CP
2658
Cumberland Partners
Ontario, Canada
$917K – – –
AWC
2659
Abundance Wealth Counselors
Pennsylvania
$917K +$19.9K +32 +2%
PMA
2660
Prudent Man Advisors
Illinois
$912K – – –
FI
2661
Financial Insights
Washington
$910K +$4.35K +7 +0.5%
AA
2662
ArborFi Advisors
Michigan
$910K +$52.8K +85 +6%
ME
2663
McIlrath & Eck
Washington
$908K +$451K +726 +101%
BFG
2664
Beacon Financial Group
Texas
$907K +$59.7K +96 +7%
AA
2665
Addison Advisors
Vermont
$907K – – –
PFA
2666
Perryman Financial Advisory
Texas
$906K +$897K +1,444 New
PBC
2667
Pavion Blue Capital
California
$904K -$6.21K -10 -0.7%
WFL
2668
Wealth Forward LLC
North Dakota
$901K – – –
IWA
2669
IVC Wealth Advisors
Pennsylvania
$898K +$458K +737 +106%
FAP
2670
Financial Advisory Partners
Florida
$897K -$3.73K -6 -0.4%
ASW
2671
Astoria Strategic Wealth
Texas
$894K -$1.24K -2 -0.1%
FPN
2672
Financial Planning Navigators
Minnesota
$893K +$884K +1,423 New
BIG
2673
Brookwood Investment Group
Arizona
$892K -$193K -311 -18%
WCM
2674
Wallace Capital Management
Texas
$891K -$31.1K -50 -3%
BOPW
2675
Brandywine Oak Private Wealth
Pennsylvania
$891K – – –
105 106
107
108 109