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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
2776
Trivant Custom Portfolio Group
California
$966K -$133K -200 -12%
RAG
2777
RIA Advisory Group
Iowa
$965K +$637K +956 +213%
UFPG
2778
United Financial Planning Group
New York
$965K +$1.33K +2 +0.1%
VHAM
2779
Van Hulzen Asset Management
California
$962K -$178K -267 -16%
RAS
2780
RPS Advisory Solutions
Kentucky
$961K +$151K +226 +19%
LA
2781
Lakeside Advisors
Washington
$960K +$25.3K +38 +3%
PFA
2782
Perryman Financial Advisory
Texas
$960K -$202K -303 -18%
IFA
2783
Interactive Financial Advisors
Illinois
$959K +$145K +218 +17%
NWWA
2784
New Wave Wealth Advisors
Arkansas
$958K +$127K +190 +16%
EFH
2785
Eaton Financial Holdings
Florida
$957K -$1.26M -1,896 -58%
AWA
2786
Aquire Wealth Advisors
Utah
$957K -$118K -177 -11%
CCP
2787
Carmel Capital Partners
California
$957K – – –
RS
2788
Rakuten Securities
Japan
$956K +$11.3K +17 +1%
MM
2789
Main Management
California
$955K -$6.67K -10 -0.7%
ACA
2790
Ascension Capital Advisors
Texas
$954K -$2.67K -4 -0.3%
EWP
2791
Evergreen Wealth Partners
Montana
$950K +$62K +93 +7%
AAG
2792
Avalon Advisory Group
Pennsylvania
$948K -$4.67K -7 -0.5%
HA
2793
Herold Advisors
New York
$945K +$30K +45 +3%
BEC
2794
Blue Edge Capital
Virginia
$943K -$5.67M -8,503 -86%
BWM
2795
Brown Wealth Management
Illinois
$943K +$25.3K +38 +3%
WG
2796
Watchman Group
Texas
$941K -$14K -21 -2%
FCM
2797
Firestone Capital Management
Florida
$939K +$60K +90 +7%
YIM
2798
Yoffe Investment Management
Pennsylvania
$938K – – –
IAP
2799
Indie Asset Partners
Indiana
$938K +$19.3K +29 +2%
T
2800
TrueFG
Texas
$937K +$26K +39 +3%
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112
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