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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2826
Citrine Capital
California
$719K – – –
WWM
2827
Whalen Wealth Management
Nevada
$717K +$8.7K +14 +1%
HPBT
2828
Hickory Point Bank & Trust
Illinois
$717K -$3.11K -5 -0.4%
EL
2829
Essex LLC
Illinois
$715K -$6.21K -10 -0.9%
AIA
2830
Armor Investment Advisors
North Carolina
$715K – – –
MC
2831
Matisse Capital
Oregon
$714K +$4.35K +7 +0.6%
FAL
2832
Focused Alpha LLC
Colorado
$713K +$707K +1,138 New
AFG
2833
Allegheny Financial Group
Pennsylvania
$713K +$12.4K +20 +2%
GFG
2834
Greenberg Financial Group
Arizona
$712K +$706K +1,136 New
CA
2835
Cornerstone Advisory
Maryland
$712K +$11.2K +18 +2%
CCAL
2836
City Center Advisors LLC
Michigan
$711K +$2.49K +4 +0.4%
AA
2837
Altman Advisors
Illinois
$711K – – –
MAG
2838
Meadowbrook Advisors Group
New Jersey
$710K +$703K +1,132 New
TBNY
2839
Trustco Bank (New York)
New York
$709K – – –
IWS
2840
Insight Wealth Strategies
California
$708K +$12.4K +20 +2%
SP
2841
SmartHarvest Portfolios
Washington
$707K +$701K +1,128 New
JA
2842
JVL Associates
Michigan
$706K +$360K +579 +106%
TC
2843
Trust Company
Kansas
$704K +$4.35K +7 +0.6%
RFWA
2844
RPg Family Wealth Advisory
Massachusetts
$702K +$79.5K +128 +13%
MWM
2845
Mascagni Wealth Management
Mississippi
$702K -$65.9K -106 -9%
PWPS
2846
Pinnacle Wealth Planning Services
Ohio
$701K -$23K -37 -3%
PDM
2847
Penn Davis McFarland
Texas
$700K – – –
PCM
2848
Payne Capital Management
New York
$699K +$34.8K +56 +5%
NWM
2849
NRI Wealth Management
California
$698K +$3.73K +6 +0.5%
ACM
2850
Alpha Capital Management
Texas
$697K +$8.08K +13 +1%
112 113
114
115 116