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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
2826
Goodman Advisory Group
Massachusetts
$83.9K – – –
WCAMG
2827
Woodard & Company Asset Management Group
North Carolina
$80.2K -$1.52K -3 -2%
LIS
2828
Legacy Investment Solutions
Idaho
$80.2K +$74.2K +146 New
LWMI
2829
Legacy Wealth Management (Idaho)
Idaho
$80.2K +$74.2K +146 New
CFS
2830
CGC Financial Services
Oregon
$79.7K +$25.4K +50 +50%
APW
2831
Acima Private Wealth
Virginia
$79.2K – – –
CWM
2832
CarsonAllaria Wealth Management
Illinois
$79K – – –
FFA
2833
Frazier Financial Advisors
Ohio
$76K -$4.07K -8 -5%
TC
2834
Truvestments Capital
Florida
$74.9K +$72.2K +142 New
RFA
2835
Register Financial Advisors
Georgia
$73.7K +$508 +1 +0.7%
PCG
2836
PFC Capital Group
California
$71K – – –
EW
2837
Element Wealth
Mississippi
$70.7K -$7.12K -14 -9%
LAM
2838
Lummis Asset Management
Texas
$70.2K +$60.5K +119 +850%
FNWA
2839
Financial Network Wealth Advisors
Utah
$68.1K +$30K +59 +84%
FCMT
2840
Founders Capital Management (Texas)
Texas
$67.5K -$13.7K -27 -17%
BAM
2841
Bellevue Asset Management
Washington
$67K – – –
MFC
2842
Mechanics Financial Corp
Ohio
$66.5K – – –
GJWM
2843
Gilliland Jeter Wealth Management
Arkansas
$65.4K – – –
WWP
2844
WR Wealth Planners
Missouri
$65.3K -$97.1K -191 -61%
PPA
2845
Painted Porch Advisors
California
$65.1K – – –
PAIM
2846
Punch & Associates Investment Management
Minnesota
$64.9K -$308K -605 -83%
CJL
2847
Cyrus J. Lawrence
New York
$64K +$62K +122 New
EWP
2848
Elevation Wealth Partners
California
$62.6K +$8.13K +16 +16%
CCA
2849
Criterion Capital Advisors
Tennessee
$60.5K – – –
CAM
2850
Costello Asset Management
Pennsylvania
$58.6K – – –
112 113
114
115 116