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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWL
2701
Generations Wealth LLC
Ohio
$1.1M – – –
AFG
2702
ABLE Financial Group
Arizona
$1.1M +$143K +214 +15%
ICP
2703
Impact Capital Partners
Colorado
$1.1M -$678K -1,017 -39%
SFP
2704
SwitchPoint Financial Planning
Utah
$1.1M -$30K -45 -3%
PA
2705
Perennial Advisors
New York
$1.09M +$231K +347 +28%
DFG
2706
Dupree Financial Group
Kentucky
$1.09M +$10.7K +16 +1%
AIM
2707
Archer Investment Management
Texas
$1.09M +$833K +1,249 +365%
CFG
2708
Cooper Financial Group
California
$1.09M +$69.3K +104 +7%
SG
2709
Stanich Group
New York
$1.09M -$21.3K -32 -2%
HFS
2710
Hoge Financial Services
Pennsylvania
$1.09M +$3.33K +5 +0.3%
MWAM
2711
Manhattan West Asset Management
California
$1.09M -$25.3K -38 -2%
PHAM
2712
Palisades Hudson Asset Management
Florida
$1.09M +$2.67K +4 +0.3%
CPIA
2713
Cornell Pochily Investment Advisors
New York
$1.09M +$667 +1 +0.1%
SFP
2714
Sherwood Financial Partners
California
$1.09M -$50.7K -76 -5%
HWAM
2715
Hennion & Walsh Asset Management
New Jersey
$1.08M +$66K +99 +7%
MCA
2716
Millennium Capital Advisors
Arkansas
$1.08M +$28.7K +43 +3%
EF
2717
Elite Financial
Idaho
$1.08M – – –
FPW
2718
Flywheel Private Wealth
California
$1.08M +$667 +1 +0.1%
FPW
2719
Fairvoy Private Wealth
Alabama
$1.08M +$36.7K +55 +4%
RPSA
2720
Richard P. Slaughter Associates
Texas
$1.08M – – –
FAOAI
2721
Fund Advisors of America Inc
Florida
$1.08M -$153K -230 -13%
BRG
2722
Bay Rivers Group
Virginia
$1.08M -$383K -574 -27%
LOWM
2723
Laurel Oak Wealth Management
New Jersey
$1.08M +$7.33K +11 +0.7%
LWM
2724
Lifetime Wealth Management
Texas
$1.07M – – –
VF
2725
Vestment Financial
Minnesota
$1.07M – – –
107 108
109
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