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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
826
GW Henssler & Associates
Georgia
$426K +$410K +1,640 New
SWA
827
SFMG Wealth Advisors
Texas
$422K -$41.7K -167 -9%
BAAM
828
Baker Avenue Asset Management
California
$422K -$5K -20 -1%
DY
829
Dowling & Yahnke
California
$420K -$28.7K -115 -7%
HFA
830
Hoover Financial Advisors
Pennsylvania
$419K +$16K +64 +4%
CAM
831
Cidel Asset Management
Ontario, Canada
$416K – – –
APP
832
Avantax Planning Partners
Iowa
$415K -$180K -721 -31%
EC
833
Estate Counselors
Wisconsin
$415K – – –
MCM
834
MAI Capital Management
Ohio
$405K – – –
JWA
835
JFS Wealth Advisors
Pennsylvania
$404K – – –
MSAM
836
Moloney Securities Asset Management
Missouri
$403K -$39.2K -157 -9%
ACA
837
Atlas Capital Advisors
Wyoming
$403K -$500 -2 -0.1%
BFO
838
Boston Family Office
Massachusetts
$401K +$19.2K +77 +5%
FWSM
839
First Wilshire Securities Management
California
$398K – – –
BCFS
840
Butensky & Cohen Financial Security
Florida
$398K +$66.9K +268 +21%
PAG
841
Pinnacle Advisory Group
Maryland
$396K -$130K -520 -25%
YWP
842
YorkBridge Wealth Partners
New York
$396K +$381K +1,525 New
FCCM
843
First City Capital Management
Georgia
$385K +$103K +412 +39%
CHA
844
Carmichael Hill & Associates
Maryland
$383K -$48.7K -195 -12%
WTFG
845
Wells Trecaso Financial Group
Ohio
$382K -$47.5K -190 -11%
OWM
846
Orgel Wealth Management
Wisconsin
$380K -$177K -708 -33%
FSA
847
Fort Sheridan Advisors
Illinois
$378K +$41K +164 +13%
RWP
848
RWA Wealth Partners
Massachusetts
$376K -$521K -2,087 -59%
GC
849
Gibson Capital
Pennsylvania
$374K +$361K +1,447 New
BWA
850
BDO Wealth Advisors
Florida
$373K +$43.2K +173 +14%
32 33
34
35 36