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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
3001
First Citizens Financial Corp
Iowa
$742K – – –
BB
3002
Berkshire Bank
Massachusetts
$741K – – –
ES
3003
ETF Store
Kansas
$741K -$6K -9 -0.8%
LC
3004
Lavaca Capital
Texas
$738K +$645K +968 +905%
KFG
3005
Kropog Financial Group
Louisiana
$738K +$667 +1 +0.1%
IWMO
3006
Integrated Wealth Management (Ohio)
Ohio
$738K -$98K -147 -12%
HFO
3007
Heritage Family Offices
Arizona
$735K +$262K +393 +58%
PEWA
3008
Pacific Excel Wealth Advisors
California
$735K -$26.7K -40 -4%
AAM
3009
Ackerman Asset Management
Maryland
$733K -$47.3K -71 -6%
SF
3010
Schaeffer Financial
Maryland
$732K +$2K +3 +0.3%
RPWA
3011
Regent Peak Wealth Advisors
Georgia
$730K +$25.3K +38 +4%
WG
3012
Wellington Group
Indiana
$730K +$8K +12 +1%
WPC
3013
White Pine Capital
Minnesota
$729K +$8K +12 +1%
HAIM
3014
Hunter Associates Investment Management
Pennsylvania
$727K +$225K +338 +47%
CAP
3015
Columbia Advisory Partners
Washington
$723K +$702K +1,053 New
FB
3016
First Bancorp
Maine
$723K -$135K -202 -16%
TC
3017
TownSquare Capital
Utah
$722K +$701K +1,052 New
TFO
3018
Tarbox Family Office
California
$722K – – –
NL
3019
Navalign LLC
California
$717K +$23.3K +35 +3%
AIFAIM
3020
American Institute for Advanced Investment Management
Arizona
$714K -$59.3K -89 -8%
TIM
3021
Tevis Investment Management
Texas
$714K – – –
CAG
3022
Centerpoint Advisory Group
Kansas
$711K +$2K +3 +0.3%
FCT
3023
First Community Trust
Iowa
$709K -$4K -6 -0.6%
TCM
3024
Tufton Capital Management
Maryland
$709K +$153K +230 +29%
SHFA
3025
Sherrill & Hutchins Financial Advisory
Georgia
$709K – – –
119 120
121
122 123