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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
2776
Legacy Trust
Michigan
$782K -$6.25K -10 -0.8%
PFA
2777
Pathway Financial Advisers
Indiana
$780K +$51.3K +82 +7%
HCMG
2778
Howard Capital Management Group
California
$777K +$625 +1 +0.1%
SBWIC
2779
Schaper Benz & Wise Investment Counsel
Wisconsin
$776K -$36.3K -58 -4%
BFA
2780
Ballast Financial Advisors
Pennsylvania
$774K – – –
GAM
2781
Gould Asset Management
California
$774K -$12.5K -20 -2%
SRWM
2782
Shira Ridge Wealth Management
California
$774K -$6.88K -11 -0.8%
NRWA
2783
North Ridge Wealth Advisors
Oregon
$774K +$695K +1,112 +608%
SFG
2784
SNS Financial Group
Minnesota
$773K -$42.5K -68 -5%
PMSA
2785
Patrick M. Sweeney & Associates
Illinois
$773K -$8.76K -14 -1%
GFG
2786
Greystone Financial Group
Michigan
$772K -$193K -308 -19%
EWP
2787
Evergreen Wealth Partners
Montana
$771K +$5.63K +9 +0.7%
RA
2788
Riversedge Advisors
Delaware
$770K -$166K -265 -17%
FCA
2789
FLC Capital Advisors
California
$770K -$492K -786 -38%
EB
2790
Emprise Bank
Kansas
$768K -$1.25K -2 -0.2%
UBG
2791
United Bank (Georgia)
Georgia
$768K +$477K +762 +145%
HFM
2792
Hartford Financial Management
Connecticut
$765K – – –
FCM
2793
Firestone Capital Management
Florida
$764K -$2.5K -4 -0.3%
SSW
2794
Stone Summit Wealth
Florida
$763K +$156K +249 +24%
VAM
2795
Verity Asset Management
North Carolina
$763K +$21.3K +34 +3%
WA
2796
Walsh & Associates
Florida
$762K – – –
WCM
2797
Wealthcare Capital Management
Virginia
$761K -$31.9K -51 -4%
MAS
2798
MPWM Advisory Solutions
Georgia
$761K +$239K +382 +43%
TIAAOA
2799
Teachers Insurance & Annuity Association of America
New York
$760K -$9.38K -15 -1%
CWM
2800
Concentrum Wealth Management
California
$760K +$475K +759 +148%
110 111
112
113 114