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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
651
Parthenon LLC
Kentucky
$1.89M +$135K +479 +8%
POIA
652
Pin Oak Investment Advisors
Texas
$1.88M – – –
LFAS
653
Level Four Advisory Services
Texas
$1.88M +$59.1K +209 +3%
BW
654
Bison Wealth
Georgia
$1.88M -$82K -290 -4%
CIM
655
Contravisory Investment Management
Massachusetts
$1.86M +$181K +641 +11%
BMA
656
Brooks Moore & Associates
Tennessee
$1.86M +$15.3K +54 +0.9%
BIM
657
Bridges Investment Management
Nebraska
$1.86M +$56.6K +200 +3%
TF
658
TimeScale Financial
Massachusetts
$1.86M -$95K -336 -5%
FDCC
659
Foster Dykema Cabot & Co
Massachusetts
$1.86M – – –
TYCC
660
Texas Yale Capital Corp
Florida
$1.84M +$1.7K +6 +0.1%
CCT
661
Capital City Trust
Florida
$1.83M – – –
ACM
662
Allred Capital Management
Texas
$1.82M -$248K -875 -12%
MCG
663
McCollum Christoferson Group
New York
$1.82M -$89.4K -316 -5%
JIC
664
Johnson Investment Counsel
Ohio
$1.82M -$68.7K -243 -4%
CWC
665
Carolinas Wealth Consulting
North Carolina
$1.82M +$1.74M +6,159 New
SC
666
Stratford Consulting
Texas
$1.81M +$13.3K +47 +0.8%
CAG
667
Csenge Advisory Group
Florida
$1.8M -$141K -498 -8%
IGGA
668
Iron Gate Global Advisors
Utah
$1.8M +$204K +720 +13%
ZCA
669
Zeke Capital Advisors
Pennsylvania
$1.78M +$42.4K +150 +3%
MWA
670
Martel Wealth Advisors
Washington
$1.78M -$22.1K -78 -1%
SIA
671
Soltis Investment Advisors
Utah
$1.78M +$1.7M +6,018 New
MFGP
672
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.77M +$364K +1,287 +27%
FMWA
673
Forvis Mazars Wealth Advisors
Missouri
$1.76M +$8.49K +30 +0.5%
ECG
674
EPIQ Capital Group
California
$1.76M +$1.68M +5,955 New
WDL
675
Well Done LLC
Michigan
$1.76M -$321K -1,135 -16%
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