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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JAA
751
Joel Adams & Associates
North Carolina
$18.9M -$1.19M -2,260 -6%
YDMI
752
Y.D. More Investments
Israel
$18.8M +$92.5K +176 +0.5%
QWP
753
Quotient Wealth Partners
Texas
$18.7M -$641K -1,219 -4%
BWM
754
Base Wealth Management
Florida
$18.7M -$3.19M -6,070 -16%
BAM
755
Brave Asset Management
New Jersey
$18.6M -$27.3K -52 -0.2%
LODC
756
Lanham O'Dell & Company
West Virginia
$18.6M +$698K +1,328 +4%
SSW
757
Smith Shellnut Wilson
Mississippi
$18.6M +$433K +823 +3%
VCM
758
Virtue Capital Management
Tennessee
$18.4M -$526K -1,001 -3%
RFP
759
Roth Financial Partners
Texas
$18.4M +$2.42M +4,603 +17%
KBFS
760
Kohmann Bosshard Financial Services
Ohio
$18.4M +$72K +137 +0.4%
PGF
761
Plan Group Financial
Oklahoma
$18.3M -$3.66M -6,964 -18%
BFA
762
Beaumont Financial Advisors
Massachusetts
$18.3M -$3.14M -5,966 -16%
EFG
763
Elios Financial Group
Ohio
$18.2M -$962K -1,831 -5%
TPF
764
Tribridge Partners Financial
Maryland
$18.1M +$16.8M +31,893 New
BCA
765
Ballentine Capital Advisors
South Carolina
$18M -$373K -710 -2%
WB
766
WesBanco Bank
West Virginia
$18M +$960K +1,827 +6%
BSAM
767
Blue Square Asset Management
New York
$18M -$939K -1,786 -5%
DW
768
Dodds Wealth
Colorado
$17.9M +$67.3K +128 +0.4%
MAS
769
Madden Advisory Services
Florida
$17.9M +$360K +685 +2%
MOS
770
MGO One Seven
Ohio
$17.9M +$1.35M +2,564 +9%
APG
771
Abacus Planning Group
South Carolina
$17.8M -$168K -319 -1%
TFGT
772
TS Financial Group (TSFG)
Illinois
$17.8M -$2.78M -5,289 -14%
BFAG
773
Blackston Financial Advisory Group
Florida
$17.7M -$689K -1,311 -4%
AIA
774
AssuredPartners Investment Advisors
Florida
$17.7M +$15.9M +30,251 +3,627%
FFP
775
FourThought Financial Partners
Florida
$17.7M +$1.3M +2,477 +9%
29 30
31
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