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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
First Foundation Advisors
California
$7.69M -$378K -925 -5%
EAM
752
Evanson Asset Management
California
$7.63M +$604K +1,476 +8%
PB
753
Pinnacle Bancorp
Nebraska
$7.62M +$34.3K +84 +0.4%
WB
754
WesBanco Bank
West Virginia
$7.56M -$1.07M -2,623 -12%
HP
755
Hikari Power
Japan
$7.54M – – –
LWP
756
Laurel Wealth Planning
Minnesota
$7.53M +$885K +2,165 +13%
AF
757
Affiance Financial
Minnesota
$7.47M -$202K -493 -3%
CWA
758
Canvas Wealth Advisors
Kansas
$7.45M -$504K -1,232 -6%
GWM
759
Greenhouse Wealth Management
Connecticut
$7.34M -$1.64K -4 -0%
CFC
760
Coyle Financial Counsel
Illinois
$7.32M -$264K -645 -3%
TWM
761
Thrive Wealth Management
Pennsylvania
$7.29M -$47K -115 -0.6%
EC
762
EdgeRock Capital
Colorado
$7.25M +$850K +2,078 +13%
AFGAS
763
Allegiance Financial Group Advisory Services
Virginia
$7.25M +$174K +425 +2%
SSW
764
Smith Shellnut Wilson
Mississippi
$7.24M +$791K +1,935 +12%
JIC
765
Joel Isaacson & Co
New York
$7.23M +$621K +1,519 +9%
SFMG
766
Sage Financial Management Group
Virginia
$7.21M +$7.51M +18,355 New
PGF
767
Plan Group Financial
Oklahoma
$7.2M +$4.09M +10,007 +120%
OFG
768
Oxford Financial Group
Indiana
$7.12M -$26.2K -64 -0.4%
WMWM
769
Whitaker-Myers Wealth Managers
Ohio
$7.11M -$135K -329 -2%
NRI
770
NFP Retirement Inc
California
$7.08M -$431K -1,054 -6%
LA
771
Legacy Advisors
Pennsylvania
$7.06M +$85K +208 +1%
PCS
772
Personal CFO Solutions
New Jersey
$7.02M -$155K -378 -2%
LWIC
773
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.01M -$1.2M -2,935 -14%
JWCA
774
J.W. Cole Advisors
Florida
$6.97M +$445K +1,089 +7%
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$6.94M +$7.23M +17,681 New
29 30
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