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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2826
Reyes Financial Architecture
California
$728K -$59.4K -95 -7%
CA
2827
Cornerstone Advisory
Maryland
$727K +$51.3K +82 +7%
PWA
2828
PCG Wealth Advisors
Kansas
$724K +$4.38K +7 +0.6%
CBT
2829
Central Bank & Trust
Kentucky
$723K -$35.6K -57 -4%
SWP
2830
Summit Wealth Partners
Florida
$722K +$31.3K +50 +4%
TWIM
2831
TIAA Wealth Investment Management
New York
$722K +$777K +1,242 New
SKK
2832
Shepherd Kaplan Krochuk
Massachusetts
$721K -$5.63K -9 -0.7%
NWWA
2833
New Wave Wealth Advisors
Arkansas
$720K -$861K -1,376 -53%
DWA
2834
Delap Wealth Advisory
Oregon
$720K +$13.8K +22 +2%
ICP
2835
Ironvine Capital Partners
Nebraska
$718K – – –
BHWM
2836
Bar Harbor Wealth Management
New Hampshire
$718K +$57.5K +92 +8%
TBT
2837
Texas Bank & Trust
Texas
$717K – – –
BCM
2838
BluePath Capital Management
Georgia
$715K +$184K +295 +33%
TVWM
2839
Tower View Wealth Management
Wisconsin
$715K -$1.88K -3 -0.3%
NG
2840
Norden Group
Utah
$715K +$429K +686 +135%
IA
2841
Inspire Advisors
Idaho
$713K -$4.38K -7 -0.6%
MAC
2842
Mason & Associates (California)
California
$711K +$80.7K +129 +12%
LBC
2843
Leigh Baldwin & Co
New York
$710K +$5K +8 +0.7%
EWM
2844
Elmwood Wealth Management
California
$709K +$331K +530 +81%
JJBC
2845
James J. Burns & Company
New York
$709K +$352K +563 +90%
AFC
2846
Ares Financial Consulting
California
$708K +$1.25K +2 +0.2%
AWA
2847
Alta Wealth Advisors
Massachusetts
$707K +$161K +257 +28%
JFA
2848
JNBA Financial Advisors
Minnesota
$706K -$26.3K -42 -3%
RAS
2849
RPS Advisory Solutions
Kentucky
$701K -$328K -525 -31%
WIC
2850
Willis Investment Counsel
Georgia
$701K +$235K +376 +47%
112 113
114
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