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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
501
Pinnacle Wealth Management Advisory Group
New Jersey
$12M +$10.2M +27,969 +326%
SFPM
502
Sensible Financial Planning & Management
Massachusetts
$12M +$264K +723 +2%
FBT
503
First Bank & Trust
South Dakota
$11.8M +$15.3K +42 +0.1%
BSW
504
Buckingham Strategic Wealth
Missouri
$11.7M +$345K +945 +3%
ACM
505
Ategra Capital Management
Virginia
$11.7M +$603K +1,650 +5%
SC
506
Saiph Capital
New Jersey
$11.7M +$253K +694 +2%
PA
507
PFG Advisors
Arizona
$11.7M +$13M +35,532 New
LFA
508
Landmark Financial Advisors
Kentucky
$11.7M +$756K +2,071 +6%
RWA
509
Ropes Wealth Advisors
Massachusetts
$11.7M +$6.89M +18,858 +113%
AWM
510
Apollon Wealth Management
South Carolina
$11.6M +$369K +1,009 +3%
RWMH
511
Riverpoint Wealth Management Holdings
Illinois
$11.6M +$29.6K +81 +0.2%
PIMJS
512
PKO Investment Management Joint-Stock
Poland
$11.5M -$1.05M -2,865 -8%
NSIM
513
North Star Investment Management
Illinois
$11.4M +$162K +443 +1%
BHWM
514
Beaird Harris Wealth Management
Texas
$11.4M +$1.12M +3,054 +10%
FMC
515
First Merchants Corp
Indiana
$11.4M +$119K +326 +0.9%
BWM
516
Boyd Wealth Management
California
$11.4M +$1.15M +3,142 +10%
BRC
517
Bishop Rock Capital
New York
$11.4M +$12.6M +34,592 New
EWA
518
EverSource Wealth Advisors
Alabama
$11.4M -$75.6K -207 -0.6%
WPW
519
Waldron Private Wealth
Pennsylvania
$11.3M +$23.7K +65 +0.2%
AP
520
Adero Partners
California
$11.3M – – –
RCS
521
Retirement Capital Strategies
California
$11.2M -$1.56M -4,271 -11%
RIG
522
Roosevelt Investment Group
New York
$11.1M +$491K +1,343 +4%
ACI
523
Alpha Cubed Investments
California
$11.1M +$6.32M +17,295 +105%
IGWM
524
ICA Group Wealth Management
Colorado
$11.1M -$127K -348 -1%
DC
525
DeDora Capital
California
$11M -$480K -1,315 -4%
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