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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2826
Riversedge Advisors
Delaware
$933K +$46.7K +70 +5%
SWM
2827
Seed Wealth Management
Illinois
$933K +$905K +1,358 New
LCM
2828
Liberty Capital Management
Michigan
$932K +$905K +1,358 New
AR
2829
Apeiron RIA
Texas
$932K -$1.25M -1,868 -58%
PFA
2830
Pathway Financial Advisers
Indiana
$931K +$33.3K +50 +4%
SCM
2831
Schnieders Capital Management
California
$927K +$512K +768 +132%
PCMF
2832
Private Capital Management (Florida)
Florida
$925K – – –
TIAAOA
2833
Teachers Insurance & Annuity Association of America
New York
$922K +$47.3K +71 +6%
IWM
2834
Integris Wealth Management
California
$920K +$163K +244 +22%
RCA
2835
Rose Capital Advisors
Florida
$916K +$889K +1,334 New
TCM
2836
Timbuktu Capital Management
Massachusetts
$916K +$889K +1,334 New
DFG
2837
Demars Financial Group
Washington
$916K +$446K +669 +101%
BFG
2838
Baron Financial Group
New Jersey
$913K +$393K +590 +80%
SFS
2839
Stiles Financial Services
Minnesota
$911K +$289K +434 +49%
BHWM
2840
Bar Harbor Wealth Management
New Hampshire
$910K +$82K +123 +10%
MAM
2841
Marquette Asset Management
Minnesota
$908K – – –
LWM
2842
Lakeridge Wealth Management
Ohio
$907K -$30.7K -46 -3%
CA
2843
Cornerstone Advisory
Maryland
$906K +$68K +102 +8%
KF
2844
Kelsey Financial
California
$905K -$12K -18 -1%
SPI
2845
Santori & Peters Inc
Pennsylvania
$905K +$50.7K +76 +6%
CF
2846
CBM Financial
Texas
$902K +$881K +1,321 New
SSW
2847
Stone Summit Wealth
Florida
$901K +$23.3K +35 +3%
ANBOT
2848
American National Bank of Texas
Texas
$898K -$63.3K -95 -7%
GGS
2849
Galvin Gaustad & Stein
Arizona
$898K -$62.7K -94 -7%
VAM
2850
Verity Asset Management
North Carolina
$893K +$17.3K +26 +2%
112 113
114
115 116