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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
2776
Dominguez Wealth Management Solutions
Virginia
$775K +$95.7K +154 +14%
THL
2777
Tillman Hartley LLC
Colorado
$775K -$23.6K -38 -3%
HFS
2778
Hoge Financial Services
Pennsylvania
$774K +$31.7K +51 +4%
HFS
2779
Hopwood Financial Services
Virginia
$772K +$37.3K +60 +5%
JFA
2780
JNBA Financial Advisors
Minnesota
$768K +$42.9K +69 +6%
PFA
2781
Pathway Financial Advisers
Indiana
$767K +$17.4K +28 +2%
SIM
2782
Studio Investment Management
Illinois
$766K +$190K +305 +33%
NPPM
2783
North Point Portfolio Managers
Ohio
$764K +$9.32K +15 +1%
SKK
2784
Shepherd Kaplan Krochuk
Massachusetts
$762K -$107K -172 -12%
CFS
2785
CGC Financial Services
Oregon
$761K +$641K +1,032 +570%
VW
2786
Vantus Wealth
Pennsylvania
$756K +$749K +1,205 New
SFC
2787
Sprinkle Financial Consultants
Colorado
$755K +$39.2K +63 +6%
PWA
2788
PCG Wealth Advisors
Kansas
$755K +$6.21K +10 +0.8%
SW
2789
SlateStone Wealth
Florida
$755K -$6.21K -10 -0.8%
IWMO
2790
Integrated Wealth Management (Ohio)
Ohio
$754K +$748K +1,203 New
ICP
2791
Impact Capital Partners
Colorado
$754K – – –
ICP
2792
Ironvine Capital Partners
Nebraska
$754K – – –
IA
2793
Inspire Advisors
Idaho
$753K +$49.7K +80 +7%
TBT
2794
Texas Bank & Trust
Texas
$753K – – –
TVWM
2795
Tower View Wealth Management
Wisconsin
$752K +$48.5K +78 +7%
SF
2796
Symphony Financial
Texas
$750K +$343K +552 +86%
GB
2797
Goepper Burkhardt
South Carolina
$749K +$416K +670 +128%
MWA
2798
Mills Wealth Advisors
Texas
$748K -$6.84K -11 -0.9%
ULWM
2799
Upper Left Wealth Management
Florida
$748K +$2.49K +4 +0.3%
PWM
2800
Platform Wealth Management
Utah
$745K +$738K +1,187 New
110 111
112
113 114