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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFL
2701
Wealth Forward LLC
North Dakota
$859K – – –
PG
2702
Prostatis Group
Maryland
$857K -$280K -448 -24%
LB
2703
Legacy Bridge
Iowa
$857K +$106K +170 +13%
WPW
2704
Watershed Private Wealth
Illinois
$856K +$896K +1,433 New
BOPW
2705
Brandywine Oak Private Wealth
Pennsylvania
$856K +$7.5K +12 +0.8%
FBB
2706
Fulton Breakefield Broenniman
Maryland
$856K +$176K +282 +25%
IWA
2707
IVC Wealth Advisors
Pennsylvania
$856K – – –
FAP
2708
Financial Advisory Partners
Florida
$856K +$1.25K +2 +0.1%
HP
2709
Haven Private
Florida
$854K +$211K +338 +31%
ASW
2710
Astoria Strategic Wealth
Texas
$850K -$1.88K -3 -0.2%
MWM
2711
Moran Wealth Management
Florida
$850K +$516K +825 +138%
NCM
2712
Novare Capital Management
North Carolina
$847K -$69.4K -111 -7%
FAM
2713
Formidable Asset Management
Ohio
$845K +$104K +167 +14%
AA
2714
ArborFi Advisors
Michigan
$845K -$23.1K -37 -3%
UIA
2715
Ulland Investment Advisors
Minnesota
$843K +$7.5K +12 +0.9%
PWIA
2716
Porter White Investment Advisors
Alabama
$839K -$1.88K -3 -0.2%
ANBOT
2717
American National Bank of Texas
Texas
$838K – – –
GBWM
2718
Granite Bay Wealth Management
New Hampshire
$838K +$454K +726 +107%
UFPG
2719
United Financial Planning Group
New York
$838K +$73.2K +117 +9%
GGS
2720
Galvin Gaustad & Stein
Arizona
$837K +$12.5K +20 +1%
MM
2721
Main Management
California
$837K +$214K +342 +32%
GAM
2722
Griffin Asset Management
New York
$836K -$5K -8 -0.6%
PPW
2723
Presilium Private Wealth
Pennsylvania
$836K -$350K -560 -29%
FIC
2724
FCG Investment Company
Tennessee
$835K +$874K +1,397 New
SO
2725
Sierra Ocean
California
$834K -$193K -309 -18%
107 108
109
110 111