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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2876
Sagewood Asset Management
New York
$848K – – –
PFG
2877
Pinnacle Financial Group
Illinois
$848K +$413K +619 +97%
FWWM
2878
Fiscal Wisdom Wealth Management
Connecticut
$846K -$26K -39 -3%
WA
2879
Walsh & Associates
Florida
$841K -$33.3K -50 -4%
TC
2880
Town Capital
Maryland
$840K +$161K +241 +25%
DTC
2881
Davidson Trust Company
Washington
$837K +$57.3K +86 +8%
AFC
2882
Ares Financial Consulting
California
$837K +$29.3K +44 +4%
MF
2883
Manchester Financial
California
$837K +$108K +162 +15%
FPN
2884
Financial Planning Navigators
Minnesota
$836K -$76.7K -115 -9%
SFG
2885
Snider Financial Group
Washington
$834K -$173K -260 -18%
UBG
2886
United Bank (Georgia)
Georgia
$834K -$47.3K -71 -6%
IA
2887
Inspire Advisors
Idaho
$834K +$14K +21 +2%
WIC
2888
Willis Investment Counsel
Georgia
$832K +$25.3K +38 +3%
SWP
2889
Summit Wealth Partners
Florida
$831K +$667 +1 +0.1%
JFA
2890
JNBA Financial Advisors
Minnesota
$831K +$18.7K +28 +2%
PWM
2891
Platform Wealth Management
Utah
$831K +$807K +1,210 New
SCI
2892
Silver Coast Investments
United States
$829K +$35.3K +53 +5%
SKK
2893
Shepherd Kaplan Krochuk
Massachusetts
$828K – – –
WCM
2894
Wealthcare Capital Management
Virginia
$827K -$46.7K -70 -5%
BDA
2895
Borer Denton & Associates
Pennsylvania
$827K +$50K +75 +7%
TVWM
2896
Tower View Wealth Management
Wisconsin
$826K +$4.67K +7 +0.6%
DWMS
2897
Dominguez Wealth Management Solutions
Virginia
$825K -$24K -36 -3%
PAW
2898
Plan A Wealth
Nebraska
$825K +$41.3K +62 +5%
TBT
2899
Texas Bank & Trust
Texas
$824K – – –
HPBT
2900
Hickory Point Bank & Trust
Illinois
$823K -$46.7K -70 -6%
114 115
116
117 118