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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
701
Truepoint Inc
Ohio
$7.37M +$1.03M +2,929 +16%
AG
702
Ascent Group
Virginia
$7.37M +$1.15M +3,259 +18%
LWIC
703
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.31M – – –
KSWA
704
Kathleen S. Wright Associates
Pennsylvania
$7.19M +$2.59M +7,324 +56%
SMG
705
Smart Money Group
Texas
$7.16M +$3.73M +10,550 +107%
NFG
706
Nations Financial Group
Iowa
$7.12M +$5.79M +16,389 +422%
GG
707
Gofen & Glossberg
Illinois
$7.08M +$426K +1,206 +6%
GT
708
Glenview Trust
Kentucky
$7.07M -$56.2K -159 -0.8%
HPM
709
Hoxton Planning & Management
West Virginia
$7.05M +$7.09M +20,057 New
WP
710
Westmount Partners
California
$7.04M +$7.08M +20,040 New
UW
711
Unique Wealth
Florida
$7.04M +$7.08M +20,033 New
AIP
712
Almanack Investment Partners
Pennsylvania
$7M +$7.04M +19,937 New
BAM
713
Belpointe Asset Management
Nevada
$6.98M -$3.72M -10,544 -35%
AF
714
Affiance Financial
Minnesota
$6.95M -$532K -1,505 -7%
FUBT
715
First United Bank & Trust
Maryland
$6.92M -$39.6K -112 -0.6%
ECM
716
Evergreen Capital Management
Washington
$6.86M +$495K +1,402 +8%
SFS
717
Security Financial Services
Indiana
$6.82M +$981K +2,777 +17%
CWM
718
Connecticut Wealth Management
Connecticut
$6.77M +$3.4M +9,616 +100%
HP
719
Hikari Power
Japan
$6.75M – – –
WB
720
WesBanco Bank
West Virginia
$6.73M +$1.1M +3,101 +19%
CA
721
Claro Advisors
Massachusetts
$6.72M +$1.19M +3,365 +21%
LWP
722
Laurel Wealth Planning
Minnesota
$6.67M +$96.1K +272 +1%
XS
723
XR Securities
Illinois
$6.66M +$6.7M +18,965 New
EC
724
EdgeRock Capital
Colorado
$6.65M -$38.3M -108,279 -85%
GWM
725
Greenhouse Wealth Management
Connecticut
$6.62M +$956K +2,705 +17%
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