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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2776
Carter Financial
California
$778K +$771K +1,240 New
SIMC
2777
Squire Investment Management Company
Utah
$777K -$28.6K -46 -4%
MWP
2778
Momentum Wealth Planning
Florida
$777K – – –
FM
2779
Foster & Motley
Ohio
$775K – – –
DWMS
2780
Dominguez Wealth Management Solutions
Virginia
$775K +$95.7K +154 +14%
THL
2781
Tillman Hartley LLC
Colorado
$775K -$23.6K -38 -3%
HFS
2782
Hoge Financial Services
Pennsylvania
$774K +$31.7K +51 +4%
HFS
2783
Hopwood Financial Services
Virginia
$772K +$37.3K +60 +5%
JFA
2784
JNBA Financial Advisors
Minnesota
$768K +$42.9K +69 +6%
PFA
2785
Pathway Financial Advisers
Indiana
$767K +$17.4K +28 +2%
SIM
2786
Studio Investment Management
Illinois
$766K +$190K +305 +33%
NPPM
2787
North Point Portfolio Managers
Ohio
$764K +$9.32K +15 +1%
SKK
2788
Shepherd Kaplan Krochuk
Massachusetts
$762K -$107K -172 -12%
CFS
2789
CGC Financial Services
Oregon
$761K +$641K +1,032 +570%
VW
2790
Vantus Wealth
Pennsylvania
$756K +$749K +1,205 New
SFC
2791
Sprinkle Financial Consultants
Colorado
$755K +$39.2K +63 +6%
PWA
2792
PCG Wealth Advisors
Kansas
$755K +$6.21K +10 +0.8%
SW
2793
SlateStone Wealth
Florida
$755K -$6.21K -10 -0.8%
IWMO
2794
Integrated Wealth Management (Ohio)
Ohio
$754K +$748K +1,203 New
ICP
2795
Impact Capital Partners
Colorado
$754K – – –
ICP
2796
Ironvine Capital Partners
Nebraska
$754K – – –
IA
2797
Inspire Advisors
Idaho
$753K +$49.7K +80 +7%
TBT
2798
Texas Bank & Trust
Texas
$753K – – –
TVWM
2799
Tower View Wealth Management
Wisconsin
$752K +$48.5K +78 +7%
SF
2800
Symphony Financial
Texas
$750K +$343K +552 +86%
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112
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