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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2876
Palisades Hudson Asset Management
Florida
$681K -$99.4K -160 -13%
HG
2877
Harbor Group
New Hampshire
$677K +$3.11K +5 +0.5%
FCFC
2878
First Citizens Financial Corp
Iowa
$677K – – –
TCM
2879
Telos Capital Management
California
$677K +$120K +193 +22%
CISOA
2880
Capital Investment Services of America
Wisconsin
$677K +$64K +103 +11%
SRCM
2881
Signature Resources Capital Management
California
$676K +$1.86K +3 +0.3%
FWS
2882
FinDec Wealth Services
California
$675K +$167K +268 +33%
MJFG
2883
Mars Jewett Financial Group
Washington
$674K +$658K +1,059 New
AWP
2884
Abacus Wealth Partners
California
$672K +$117K +189 +21%
ANC
2885
Ames National Corp
Iowa
$671K +$15.5K +25 +2%
FF
2886
Foundry Financial
California
$667K +$661K +1,064 New
ES
2887
ETF Store
Kansas
$666K +$119K +192 +22%
RM
2888
RCW Management
Florida
$666K +$660K +1,062 New
OWA
2889
Octavia Wealth Advisors
Ohio
$665K -$76.4K -123 -10%
MM
2890
Main Management
California
$664K – – –
KFG
2891
Kropog Financial Group
Louisiana
$664K +$3.73K +6 +0.6%
SW
2892
Schulz Wealth
Texas
$663K +$657K +1,057 New
TFO
2893
Tarbox Family Office
California
$659K -$102K -164 -13%
NFSG
2894
Newbridge Financial Services Group
Florida
$659K -$57.2K -92 -8%
WPC
2895
White Pine Capital
Minnesota
$658K – – –
RCP
2896
Rothschild Capital Partners
New York
$657K -$180K -290 -22%
MIM
2897
Moseley Investment Management
Florida
$654K +$132K +212 +26%
UWPG
2898
Ullmann Wealth Partners Group
Florida
$653K +$648K +1,042 New
CSPIA
2899
Cary Street Partners Investment Advisory
Virginia
$652K +$4.97K +8 +0.8%
PGWA
2900
Plus Group Wealth Advisors
Wisconsin
$652K +$646K +1,039 New
114 115
116
117 118