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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
3101
Advantage Trust Company
Kansas
$489K +$12.5K +20 +3%
MFG
3102
Mustico Financial Group
New York
$488K – – –
AT
3103
Adelphi Trust
Florida
$485K -$1.11M -1,773 -69%
RSA
3104
River Street Advisors
Illinois
$485K – – –
CFP
3105
Cypress Financial Planning
New Jersey
$485K +$13.8K +22 +3%
SSA
3106
Shepherd Street Advisors
California
$485K +$28.1K +45 +6%
ACA
3107
American Capital Advisory
Idaho
$485K -$53.8K -86 -10%
PCM
3108
Presidio Capital Management
California
$484K +$20.6K +33 +4%
QFPS
3109
Quantum Financial Planning Services
Washington
$484K +$625 +1 +0.1%
AWA
3110
Ark Wealth Advisors
California
$483K +$222K +355 +78%
CRI
3111
Colonial River Investments
Virginia
$483K -$53.2K -85 -10%
OL
3112
one8zero8 LLC
North Carolina
$481K +$105K +168 +26%
BWG
3113
Balanced Wealth Group
Ohio
$479K -$7.5K -12 -1%
OFI
3114
Outbound Financial Inc
Colorado
$479K – – –
TCM
3115
Tufton Capital Management
Maryland
$479K +$502K +803 New
4PL
3116
46 Peaks LLC
Pennsylvania
$477K – – –
VI
3117
VectorGlobal IAG
Florida
$477K +$499K +798 New
AWAP
3118
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K – – –
DF
3119
Define Financial
California
$475K -$31.3K -50 -6%
BWMG
3120
Bannerman Wealth Management Group
Texas
$474K +$497K +794 New
JGCM
3121
Joseph Group Capital Management
Ohio
$474K +$23.8K +38 +5%
TF
3122
Threadgill Financial
Texas
$474K +$496K +793 New
NIWA
3123
New Insight Wealth Advisors
California
$474K -$19.4K -31 -4%
HVP
3124
Hudson Value Partners
Florida
$473K -$2.5K -4 -0.5%
AWA
3125
Amplius Wealth Advisors
Pennsylvania
$473K -$625 -1 -0.1%
123 124
125
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