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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2801
Proactive Wealth Strategies
Georgia
$937K +$398K +597 +78%
CWA
2802
Consilium Wealth Advisory
Texas
$936K – – –
SA
2803
Stewardship Advisors
Pennsylvania
$936K +$6.67K +10 +0.7%
CHC
2804
City Holding Co
West Virginia
$935K +$412K +618 +83%
RA
2805
Riversedge Advisors
Delaware
$933K +$46.7K +70 +5%
SWM
2806
Seed Wealth Management
Illinois
$933K +$905K +1,358 New
LCM
2807
Liberty Capital Management
Michigan
$932K +$905K +1,358 New
AR
2808
Apeiron RIA
Texas
$932K -$1.25M -1,868 -58%
PFA
2809
Pathway Financial Advisers
Indiana
$931K +$33.3K +50 +4%
SCM
2810
Schnieders Capital Management
California
$927K +$512K +768 +132%
PCMF
2811
Private Capital Management (Florida)
Florida
$925K – – –
TIAAOA
2812
Teachers Insurance & Annuity Association of America
New York
$922K +$47.3K +71 +6%
IWM
2813
Integris Wealth Management
California
$920K +$163K +244 +22%
RCA
2814
Rose Capital Advisors
Florida
$916K +$889K +1,334 New
TCM
2815
Timbuktu Capital Management
Massachusetts
$916K +$889K +1,334 New
DFG
2816
Demars Financial Group
Washington
$916K +$446K +669 +101%
BFG
2817
Baron Financial Group
New Jersey
$913K +$393K +590 +80%
SFS
2818
Stiles Financial Services
Minnesota
$911K +$289K +434 +49%
BHWM
2819
Bar Harbor Wealth Management
New Hampshire
$910K +$82K +123 +10%
MAM
2820
Marquette Asset Management
Minnesota
$908K – – –
LWM
2821
Lakeridge Wealth Management
Ohio
$907K -$30.7K -46 -3%
CA
2822
Cornerstone Advisory
Maryland
$906K +$68K +102 +8%
KF
2823
Kelsey Financial
California
$905K -$12K -18 -1%
SPI
2824
Santori & Peters Inc
Pennsylvania
$905K +$50.7K +76 +6%
CF
2825
CBM Financial
Texas
$902K +$881K +1,321 New
111 112
113
114 115