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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2826
Armor Investment Advisors
North Carolina
$715K – – –
MC
2827
Matisse Capital
Oregon
$714K +$4.35K +7 +0.6%
FAL
2828
Focused Alpha LLC
Colorado
$713K +$707K +1,138 New
AFG
2829
Allegheny Financial Group
Pennsylvania
$713K +$12.4K +20 +2%
GFG
2830
Greenberg Financial Group
Arizona
$712K +$706K +1,136 New
CA
2831
Cornerstone Advisory
Maryland
$712K +$11.2K +18 +2%
CCAL
2832
City Center Advisors LLC
Michigan
$711K +$2.49K +4 +0.4%
AA
2833
Altman Advisors
Illinois
$711K – – –
MAG
2834
Meadowbrook Advisors Group
New Jersey
$710K +$703K +1,132 New
TBNY
2835
Trustco Bank (New York)
New York
$709K – – –
IWS
2836
Insight Wealth Strategies
California
$708K +$12.4K +20 +2%
SP
2837
SmartHarvest Portfolios
Washington
$707K +$701K +1,128 New
JA
2838
JVL Associates
Michigan
$706K +$360K +579 +106%
TC
2839
Trust Company
Kansas
$704K +$4.35K +7 +0.6%
RFWA
2840
RPg Family Wealth Advisory
Massachusetts
$702K +$79.5K +128 +13%
MWM
2841
Mascagni Wealth Management
Mississippi
$702K -$65.9K -106 -9%
PWPS
2842
Pinnacle Wealth Planning Services
Ohio
$701K -$23K -37 -3%
PDM
2843
Penn Davis McFarland
Texas
$700K – – –
PCM
2844
Payne Capital Management
New York
$699K +$34.8K +56 +5%
NWM
2845
NRI Wealth Management
California
$698K +$3.73K +6 +0.5%
ACM
2846
Alpha Capital Management
Texas
$697K +$8.08K +13 +1%
SWM
2847
Shakespeare Wealth Management
Wisconsin
$696K +$8.7K +14 +1%
BHWM
2848
Bar Harbor Wealth Management
New Hampshire
$696K +$37.3K +60 +6%
HWA
2849
Heartwood Wealth Advisors
Virginia
$695K – – –
AFA
2850
AllGen Financial Advisors
Florida
$695K +$621 +1 +0.1%
112 113
114
115 116