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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2776
Balanced Wealth Group
Ohio
$457K +$414K +787 New
DIA
2777
Davidson Investment Advisors
Montana
$457K -$63.1K -120 -13%
PPWM
2778
PFG Private Wealth Management
Florida
$457K +$19.4K +37 +5%
AFA
2779
Antonelli Financial Advisors
Michigan
$456K -$1.58K -3 -0.4%
FC
2780
Forte Capital
New York
$454K -$34.2K -65 -8%
HVP
2781
Hudson Value Partners
Florida
$452K -$389K -741 -48%
ATC
2782
Advantage Trust Company
Kansas
$452K – – –
RFN
2783
RDA Financial Network
Iowa
$451K +$24.2K +46 +6%
SF
2784
Symphony Financial
Texas
$450K +$909K +1,730 New
IWM
2785
Integris Wealth Management
California
$449K – – –
TR
2786
Tepp RIA
New Jersey
$449K – – –
BDA
2787
Borer Denton & Associates
Pennsylvania
$449K +$6.83K +13 +2%
BP
2788
BWM Planning
Texas
$448K – – –
GBWM
2789
Granite Bay Wealth Management
New Hampshire
$448K +$3.15K +6 +0.8%
CPA
2790
Compass Planning Associates
Massachusetts
$448K +$57.3K +109 +16%
PAM
2791
Pegasus Asset Management
New York
$444K – – –
SGK
2792
Steigerwald Gordon & Koch
Virginia
$444K -$16.8K -32 -4%
ACG
2793
Allen Capital Group
Nebraska
$444K +$5.78K +11 +1%
AWA
2794
Alta Wealth Advisors
Massachusetts
$443K -$6.83K -13 -2%
VBFG
2795
Vishria Bird Financial Group
Tennessee
$443K +$121K +231 +42%
GWAM
2796
Guardian Wealth Advisors (Minnesota)
Minnesota
$440K -$6.31K -12 -2%
LFA
2797
Legacy Financial Advisors
Kentucky
$439K +$3.68K +7 +0.9%
KA
2798
Kure Advisory
Minnesota
$439K +$6.31K +12 +2%
CF
2799
Convergence Financial
Missouri
$439K -$62K -118 -13%
PJWM
2800
Philip James Wealth Mangement
Georgia
$438K – – –
110 111
112
113 114