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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
901
Retirement Income Solutions
Michigan
$661K +$632K +2,233 New
MWM
902
Meridian Wealth Management
Kentucky
$660K -$90.5K -320 -13%
CAM
903
Concorde Asset Management
Michigan
$657K -$145K -514 -19%
BB
904
Busey Bank
Illinois
$656K – – –
BFC
905
Bedel Financial Consulting
Indiana
$655K -$6.22K -22 -1%
MWM
906
Modera Wealth Management
New Jersey
$654K -$79.8K -282 -11%
CWM
907
Concentrum Wealth Management
California
$653K – – –
WTFG
908
Wells Trecaso Financial Group
Ohio
$652K +$198K +700 +47%
LC
909
Lavaca Capital
Texas
$645K – – –
CPIA
910
Cornell Pochily Investment Advisors
New York
$643K – – –
SBIA
911
Sheaff Brock Investment Advisors
Indiana
$643K +$30.6K +108 +5%
LIA
912
LBMC Investment Advisors
Tennessee
$642K – – –
IAMOG
913
Investors Asset Management of Georgia
Georgia
$639K – – –
OFS
914
OneAscent Financial Services
Alabama
$637K +$609K +2,152 New
NAM
915
North American Management
Massachusetts
$634K +$607K +2,145 New
NFG
916
Nations Financial Group
Iowa
$631K -$3.39K -12 -0.6%
ACM
917
American Capital Management
New York
$625K +$598K +2,113 New
CB
918
Community Bank
New York
$622K -$6.22K -22 -1%
SW
919
SkyOak Wealth
Michigan
$620K +$593K +2,096 New
1WA
920
180 Wealth Advisors
Washington
$609K -$849 -3 -0.1%
IWS
921
Insight Wealth Strategies
California
$609K +$275K +971 +89%
TNB
922
Thomasville National Bank
Georgia
$608K -$35.9K -127 -6%
WA
923
Wealth Advisors
California
$608K +$556K +1,965 New
DWA
924
Douglass Winthrop Advisors
New York
$607K +$5.66K +20 +1%
RPSA
925
Richard P. Slaughter Associates
Texas
$607K +$580K +2,051 New
35 36
37
38 39