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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
726
Walkner Condon Financial Advisors
Wisconsin
$15.3M +$1.28M +2,525 +10%
PWM
727
Prosperity Wealth Management
California
$15.3M -$11.5M -22,710 -44%
SFS
728
Security Financial Services
Indiana
$15.2M -$5.08K -10 -0%
BEAM
729
Baker Ellis Asset Management
Washington
$15.2M -$473K -930 -3%
AC
730
Avory & Company
Florida
$15.2M – – –
GWA
731
Gibson Wealth Advisors
Texas
$15.1M +$183K +361 +1%
JIC
732
Joel Isaacson & Co
New York
$15.1M +$2.18M +4,292 +18%
BGA
733
Battery Global Advisors
Massachusetts
$15.1M – – –
SAG
734
SageView Advisory Group
California
$15.1M -$11.2M -22,003 -44%
EPA
735
Element Pointe Advisors
Florida
$15.1M – – –
G
736
Gainplan
Michigan
$15M +$1.24M +2,441 +9%
SAM
737
SignalPoint Asset Management
Missouri
$15M +$3.29M +6,477 +29%
MIFH
738
Migdal Insurance & Financial Holdings
Israel
$14.9M -$946K -1,861 -6%
LTL
739
Lowery Thomas LLC
California
$14.9M +$655K +1,288 +5%
SSW
740
Smith Shellnut Wilson
Mississippi
$14.8M +$801K +1,575 +6%
RFP
741
Roth Financial Partners
Texas
$14.8M +$270K +532 +2%
DWT
742
Dorsey & Whitney Trust
South Dakota
$14.7M -$148K -292 -1%
OCM
743
One Capital Management
California
$14.7M -$1.38M -2,719 -9%
TFP
744
Traction Financial Partners
Wyoming
$14.7M -$3.62M -7,122 -20%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$14.6M -$208K -409 -1%
BL
746
Balentine LLC
Georgia
$14.5M +$907K +1,784 +7%
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5M +$484K +952 +4%
SC
748
Schoolcraft Capital
Colorado
$14.4M -$436K -857 -3%
RC
749
Rareview Capital
Nevada
$14.4M +$822K +1,618 +6%
WWM
750
Western Wealth Management
Colorado
$14.4M +$5.24M +10,307 +61%
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