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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2926
Clark Wealth Partners
Illinois
$627K – – –
CGFA
2927
Colton Groome Financial Advisors
North Carolina
$625K +$3.11K +5 +0.5%
AAG
2928
Asset Advisory Group
New Jersey
$623K +$617K +993 New
TCPG
2929
Trivant Custom Portfolio Group
California
$622K -$160K -258 -21%
LNB
2930
Ledyard National Bank
$622K -$29.8K -48 -5%
RCA
2931
Runnymede Capital Advisors
Ohio
$622K +$616K +992 New
AFA
2932
AA Financial Advisors
Ohio
$622K +$75.8K +122 +14%
EWP
2933
E-Wealth Partners
Minnesota
$621K +$616K +991 New
EB
2934
Exchange Bank
California
$621K +$16.2K +26 +3%
NWM
2935
Northcape Wealth Management
New York
$621K – – –
SDAM
2936
Shulman DeMeo Asset Management
New York
$618K +$2.49K +4 +0.4%
HFS
2937
Howard Financial Services
Texas
$617K -$9.32K -15 -2%
UWM
2938
USAdvisors Wealth Management
Minnesota
$614K -$36K -58 -6%
PCMF
2939
Private Capital Management (Florida)
Florida
$614K -$17.4K -28 -3%
LF
2940
LifeSteps Financial
California
$608K – – –
PCM
2941
Poehling Capital Management
Wisconsin
$608K – – –
EP
2942
Essential Planning
New Hampshire
$606K -$52.8K -85 -8%
PCA
2943
Providence Capital Advisors
North Carolina
$606K +$621 +1 +0.1%
WF
2944
Whelan Financial
California
$606K -$46.6K -75 -7%
MF
2945
Manchester Financial
California
$606K +$6.21K +10 +1%
IA
2946
IF Advisors
Texas
$605K +$600K +965 New
DAM
2947
Delta Asset Management
Tennessee
$605K +$12.4K +20 +2%
RFA
2948
ROI Financial Advisors
Oregon
$604K +$621 +1 +0.1%
CFS
2949
Coordinated Financial Services
Colorado
$604K +$127K +205 +27%
LF
2950
Lighthouse Financial
Florida
$603K – – –
116 117
118
119 120