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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3276
Ballew Advisors
Mississippi
$493K – – –
RCA
3277
Riverview Capital Advisers
Massachusetts
$492K +$1.33K +2 +0.3%
CF
3278
Cyr Financial
Illinois
$492K -$24K -36 -5%
BFA
3279
Bright Financial Advisors
Michigan
$491K +$18K +27 +4%
OWP
3280
ORG Wealth Partners
Texas
$491K -$30K -45 -6%
PWMG
3281
Private Wealth Management Group
New Jersey
$490K -$48K -72 -9%
AWM
3282
AAF Wealth Management
Massachusetts
$489K -$92.7K -139 -16%
RIS
3283
Richmond Investment Services
Wisconsin
$488K -$213K -320 -31%
ACA
3284
American Capital Advisory
Idaho
$488K -$66.7K -100 -12%
KFP
3285
KMG Fiduciary Partners
Ohio
$487K +$39.3K +59 +9%
BTD
3286
BankPlus Trust Department
Mississippi
$485K +$16K +24 +4%
GA
3287
Goldstein Advisors
Wisconsin
$484K +$82K +123 +21%
MWA
3288
Merkkuri Wealth Advisors
New York
$483K +$3.33K +5 +0.7%
WH
3289
Willner & Heller
California
$483K +$667 +1 +0.1%
TF
3290
Thayer Financial
North Carolina
$483K +$100K +150 +27%
TWM
3291
Tanglewood Wealth Management
Texas
$483K +$469K +703 New
APA
3292
Astoria Portfolio Advisors
New York
$481K +$247K +371 +113%
VWM
3293
Vertrix Wealth Management
Michigan
$480K -$644K -966 -58%
MSA
3294
Marino Stram & Associates
Massachusetts
$479K -$22K -33 -5%
LWMI
3295
Legacy Wealth Management (Idaho)
Idaho
$478K +$251K +377 +118%
SW
3296
Schulz Wealth
Texas
$478K +$464K +696 New
CCM
3297
Chaney Capital Management
Washington
$478K +$57.3K +86 +14%
LFGO
3298
Legacy Financial Group (Oklahoma)
Oklahoma
$478K +$12.7K +19 +3%
TCG
3299
Transcendent Capital Group
Oklahoma
$477K +$58.7K +88 +14%
KCPT
3300
Kingstone Capital Partners Texas
Texas
$477K +$1.33K +2 +0.3%
130 131
132
133 134