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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3151
Northwest Wealth Advisors
Washington
$452K +$20K +32 +4%
GP
3152
Geneva Partners
Wisconsin
$452K +$625 +1 +0.1%
WAAG
3153
Wealth Alliance Advisory Group
Kansas
$451K +$266K +425 +129%
CF
3154
Clarity Financial
Texas
$451K +$152K +243 +47%
BA
3155
Ballew Advisors
Mississippi
$450K +$10K +16 +2%
CA
3156
Callahan Advisors
Texas
$450K +$625 +1 +0.1%
CF
3157
Cyr Financial
Illinois
$449K +$17.5K +28 +4%
HHCP
3158
Hilton Head Capital Partners
South Carolina
$449K +$300K +480 +177%
EP
3159
EPIQ Partners
Minnesota
$447K +$468K +748 New
HNW
3160
High Note Wealth
Minnesota
$447K +$61.3K +98 +15%
TA
3161
TrueWealth Advisors
Alabama
$445K -$5.63K -9 -1%
CHC
3162
City Holding Co
West Virginia
$445K +$18.8K +30 +4%
GWAM
3163
Guardian Wealth Advisors (Minnesota)
Minnesota
$444K +$29.4K +47 +7%
BLFG
3164
Brian Low Financial Group
Louisiana
$444K +$55K +88 +13%
REMPR
3165
Roof Eidam Maycock Peralta (REMP)
California
$443K +$77.5K +124 +20%
ACM
3166
Avalon Capital Management
California
$442K -$12.5K -20 -3%
GCM
3167
Gables Capital Management
Florida
$442K – – –
BFG
3168
Baron Financial Group
New Jersey
$442K +$228K +364 +97%
SI
3169
Stirlingshire Investments
New York
$440K +$122K +195 +36%
AC
3170
Avant Capital
Louisiana
$439K +$61.9K +99 +16%
UFA
3171
Uptown Financial Advisors
Texas
$439K – – –
EIP
3172
Essential Investment Partners
Colorado
$438K – – –
NA
3173
Novus Advisors
South Carolina
$437K +$13.1K +21 +3%
TPA
3174
Trivium Point Advisory
Connecticut
$437K -$2.06M -3,288 -82%
CFP
3175
Catalyst Financial Partners
Massachusetts
$437K -$13.8K -22 -3%
125 126
127
128 129