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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFO
2826
Virtus Family Office
Texas
$463K +$444K +754 New
TA
2827
TrueWealth Advisors
Alabama
$461K – – –
VC
2828
Veracity Capital
Georgia
$461K – – –
NBWM
2829
North Berkeley Wealth Management
California
$460K +$443K +751 New
CA
2830
Callahan Advisors
Texas
$459K +$589 +1 +0.1%
MFG
2831
Mustico Financial Group
New York
$457K – – –
KA
2832
Kure Advisory
Minnesota
$457K -$15.9K -27 -3%
ACS
2833
Archford Capital Strategies
Illinois
$457K -$41.9K -71 -9%
SHFA
2834
SC&H Financial Advisors
Maryland
$456K -$10.6K -18 -2%
SDH
2835
Sloy Dahl & Holst
Washington
$456K +$26.5K +45 +6%
EMAM
2836
Encompass More Asset Management
California
$456K +$53.6K +91 +14%
WDC
2837
Woodward Diversified Capital
California
$454K +$5.89K +10 +1%
GCM
2838
Gables Capital Management
Florida
$453K – – –
CWM
2839
Cadence Wealth Management
Massachusetts
$452K +$435K +738 New
OWA
2840
One Wealth Advisors
California
$452K +$67.2K +114 +18%
CIA
2841
Cape Investment Advisory
Georgia
$451K -$315K -535 -42%
SF
2842
Seros Financial
Arizona
$451K -$48.9K -83 -10%
UFA
2843
Uptown Financial Advisors
Texas
$449K -$8.25K -14 -2%
NC
2844
NovaPoint Capital
Georgia
$449K +$432K +733 New
SFP
2845
Shepherd Financial Partners
Massachusetts
$448K – – –
SEM
2846
Suncoast Equity Management
Florida
$446K +$2.95K +5 +0.7%
BWG
2847
Balanced Wealth Group
Ohio
$446K -$1.18K -2 -0.3%
DA
2848
Dash Acquisitions
California
$444K +$10.6K +18 +3%
AHC
2849
Adell Harriman & Carpenter
Texas
$444K -$716K -1,215 -63%
VF
2850
Vawter Financial
Ohio
$444K +$427K +725 New
112 113
114
115 116