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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
2676
Holos Integrated Wealth
Pennsylvania
$890K – – –
DIA
2677
Davidson Investment Advisors
Montana
$889K +$352K +566 +67%
ARG
2678
Advisory Resource Group
Oklahoma
$888K -$11.8K -19 -1%
WG
2679
Watchman Group
Texas
$887K – – –
CIA
2680
Cape Investment Advisory
Georgia
$887K +$421K +678 +92%
CCA
2681
Checchi Capital Advisers
California
$887K +$879K +1,414 New
BWM
2682
Bulltick Wealth Management
Florida
$886K +$30.5K +49 +4%
GAM
2683
Griffin Asset Management
New York
$883K +$1.86K +3 +0.2%
PWIA
2684
Porter White Investment Advisors
Alabama
$883K +$4.97K +8 +0.6%
ANBOT
2685
American National Bank of Texas
Texas
$880K -$93.2K -150 -10%
SP
2686
Stonebrook Private
Michigan
$877K -$100K -161 -10%
UIA
2687
Ulland Investment Advisors
Minnesota
$877K -$9.32K -15 -1%
IF
2688
Ironwood Financial
Arizona
$870K -$4.35K -7 -0.5%
MW
2689
Merited Wealth
Florida
$869K +$861K +1,386 New
SAS
2690
SMI Advisory Services
Indiana
$867K -$289K -465 -26%
GGS
2691
Galvin Gaustad & Stein
Arizona
$866K +$52.8K +85 +7%
M1FG
2692
Mach-1 Financial Group
Arkansas
$866K +$22.4K +36 +3%
AAG
2693
Avalon Advisory Group
Pennsylvania
$863K – – –
SWMG
2694
Signature Wealth Management Group
Georgia
$863K +$1.24K +2 +0.1%
IFWM
2695
Institute for Wealth Management
Colorado
$857K +$89.5K +144 +12%
CA
2696
Carson Advisory
Georgia
$857K +$177K +285 +26%
T
2697
TrueFG
Texas
$857K +$850K +1,367 New
YIM
2698
Yoffe Investment Management
Pennsylvania
$857K – – –
OFP
2699
OLIO Financial Planning
Virginia
$856K – – –
NW
2700
Naviter Wealth
Arkansas
$855K -$2.47M -3,973 -74%
106 107
108
109 110