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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
2926
Plum Street Advisors
Louisiana
$787K -$15.3K -23 -2%
AIA
2927
Armor Investment Advisors
North Carolina
$784K – – –
SWM
2928
SpringVest Wealth Management
Texas
$782K +$100K +150 +15%
CCAL
2929
City Center Advisors LLC
Michigan
$782K +$2K +3 +0.3%
BCM
2930
Buckhead Capital Management
Georgia
$779K -$5.33K -8 -0.7%
AA
2931
Altman Advisors
Illinois
$779K +$756K +1,134 New
SWM
2932
Shakespeare Wealth Management
Wisconsin
$779K -$24K -36 -3%
CA
2933
Chatterton & Associates
California
$778K +$107K +160 +17%
RFA
2934
Resurgent Financial Advisors
Georgia
$777K +$358K +537 +90%
TBNY
2935
Trustco Bank (New York)
New York
$777K – – –
GP
2936
Geneva Partners
Wisconsin
$775K +$248K +372 +49%
SIAS
2937
Summit Investment Advisory Services
Minnesota
$775K +$1.33K +2 +0.2%
CSPIA
2938
Cary Street Partners Investment Advisory
Virginia
$774K +$2K +3 +0.3%
ICP
2939
Ironvine Capital Partners
Nebraska
$773K -$51.3K -77 -6%
IWS
2940
Insight Wealth Strategies
California
$772K -$7.33K -11 -1%
SIAP
2941
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$771K +$42K +63 +6%
THL
2942
Tillman Hartley LLC
Colorado
$771K – – –
LGG
2943
Luts & Greenleigh Group
Maryland
$770K +$5.33K +8 +0.7%
KFA
2944
Kelleher Financial Advisors
New York
$769K +$746K +1,119 New
PWPS
2945
Pinnacle Wealth Planning Services
Ohio
$768K – – –
NG
2946
Norden Group
Utah
$766K -$54K -81 -7%
OWA
2947
Oak Wealth Advisors
Illinois
$766K +$2.67K +4 +0.4%
CISOA
2948
Capital Investment Services of America
Wisconsin
$765K -$667 -1 -0.1%
PGWA
2949
Plus Group Wealth Advisors
Wisconsin
$762K +$42.7K +64 +6%
CWM
2950
Cadence Wealth Management
Massachusetts
$761K +$278K +417 +60%
116 117
118
119 120