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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3126
CCG Wealth Management
California
$585K – – –
TLP
3127
Trinity Legacy Partners
Texas
$584K -$14K -21 -2%
EP
3128
EPIQ Partners
Minnesota
$584K +$68K +102 +14%
AWS
3129
Alliance Wealth Strategies
Virginia
$584K – – –
CFP
3130
Cypress Financial Planning
New Jersey
$581K +$22.7K +34 +4%
TFA
3131
Tobias Financial Advisors
Florida
$580K +$1.33K +2 +0.2%
CGFA
3132
Colton Groome Financial Advisors
North Carolina
$580K -$2.67K -4 -0.5%
GC
3133
GFG Capital
Florida
$578K -$331K -497 -37%
NCG
3134
Newport Capital Group
New Jersey
$578K -$14K -21 -2%
SHIM
3135
Stone House Investment Management
Pennsylvania
$578K +$186K +279 +50%
SIG
3136
Sky Investment Group
Connecticut
$577K – – –
WJA
3137
Willis Johnson & Associates
Texas
$573K -$1.37M -2,053 -71%
EWM
3138
Edge Wealth Management
New York
$573K – – –
GMA
3139
Glassy Mountain Advisors
Maryland
$573K – – –
G
3140
GuidedMoney
Wisconsin
$572K – – –
LC
3141
LCNB Corp
Ohio
$572K – – –
ODFS
3142
O'Donnell Financial Services
California
$572K +$1.33K +2 +0.2%
SIAG
3143
Signet Investment Advisory Group
Rhode Island
$570K – – –
AFW
3144
Atlantic Family Wealth
Florida
$570K +$553K +829 New
WDC
3145
Woodward Diversified Capital
California
$570K +$52.7K +79 +11%
RF
3146
Robinswood Financial
Washington
$569K -$145K -218 -21%
VC
3147
Veracity Capital
Georgia
$568K +$4K +6 +0.7%
HFA
3148
Highland Financial Advisors
New Jersey
$568K +$667 +1 +0.1%
SSA
3149
Shepherd Street Advisors
California
$568K +$4.67K +7 +0.9%
KFP
3150
Keener Financial Planning
Texas
$567K -$45.3K -68 -8%
124 125
126
127 128