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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2826
Davis Capital Management
Florida
$91.3K -$47.8K -94 -35%
TCM
2827
TruNorth Capital Management
Michigan
$91.3K -$15.2K -30 -15%
BTC
2828
Bank & Trust Company
Illinois
$90.8K – – –
PS
2829
Planned Solutions
California
$89.7K +$86.4K +170 New
CAM
2830
Chesapeake Asset Management
New York
$88.6K +$44.2K +87 +107%
CB
2831
CNB Bank
Pennsylvania
$86.5K – – –
GAG
2832
Goodman Advisory Group
Massachusetts
$83.9K – – –
WCAMG
2833
Woodard & Company Asset Management Group
North Carolina
$80.2K -$1.52K -3 -2%
LIS
2834
Legacy Investment Solutions
Idaho
$80.2K +$74.2K +146 New
LWMI
2835
Legacy Wealth Management (Idaho)
Idaho
$80.2K +$74.2K +146 New
CFS
2836
CGC Financial Services
Oregon
$79.7K +$25.4K +50 +50%
APW
2837
Acima Private Wealth
Virginia
$79.2K – – –
CWM
2838
CarsonAllaria Wealth Management
Illinois
$79K – – –
FFA
2839
Frazier Financial Advisors
Ohio
$76K -$4.07K -8 -5%
TC
2840
Truvestments Capital
Florida
$74.9K +$72.2K +142 New
RFA
2841
Register Financial Advisors
Georgia
$73.7K +$508 +1 +0.7%
WOC
2842
West Oak Capital
California
$72.3K +$508 +1 +0.7%
PCG
2843
PFC Capital Group
California
$71K – – –
EW
2844
Element Wealth
Mississippi
$70.7K -$7.12K -14 -9%
LAM
2845
Lummis Asset Management
Texas
$70.2K +$60.5K +119 +850%
FNWA
2846
Financial Network Wealth Advisors
Utah
$68.1K +$30K +59 +84%
FCMT
2847
Founders Capital Management (Texas)
Texas
$67.5K -$13.7K -27 -17%
BAM
2848
Bellevue Asset Management
Washington
$67K – – –
MFC
2849
Mechanics Financial Corp
Ohio
$66.5K – – –
GJWM
2850
Gilliland Jeter Wealth Management
Arkansas
$65.4K – – –
112 113
114
115 116