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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
926
Wetzel Investment Advisors
Indiana
$16.1M +$359K +577 +2%
WCFA
927
Walkner Condon Financial Advisors
Wisconsin
$16M -$410K -659 -3%
SCA
928
Snowden Capital Advisors
New York
$16M +$923K +1,486 +6%
WF
929
WoodTrust Financial
Wisconsin
$16M +$3.77M +6,070 +31%
IWP
930
Invenio Wealth Partners
Florida
$15.9M -$1.13M -1,818 -7%
OFP
931
OFC Financial Planning
New Jersey
$15.9M +$472K +760 +3%
DWS
932
Discipline Wealth Solutions
South Carolina
$15.9M +$3.28M +5,272 +26%
SFS
933
Security Financial Services
Indiana
$15.9M -$1.71M -2,747 -10%
WMWM
934
Whitaker-Myers Wealth Managers
Ohio
$15.8M +$2.37M +3,821 +18%
FF
935
Formulate Financial
Florida
$15.7M +$309K +498 +2%
AGP
936
Aspire Growth Partners
Florida
$15.7M +$380K +611 +3%
FFWM
937
Future Financial Wealth Management
Ohio
$15.6M +$3.04M +4,885 +24%
FAB
938
First American Bank
Illinois
$15.6M +$374K +602 +2%
AIM
939
Avity Investment Management
Connecticut
$15.6M -$255K -410 -2%
LIA
940
LBMC Investment Advisors
Tennessee
$15.6M -$556K -894 -3%
NA
941
Nottingham Advisors
New York
$15.6M +$621 +1 +0%
OFS
942
OneAscent Financial Services
Alabama
$15.6M -$82.6M -132,847 -84%
LWP
943
Laurel Wealth Planning
Minnesota
$15.5M +$892K +1,436 +6%
UCM
944
Up Capital Management
California
$15.4M +$15.3M +24,622 New
HP
945
Holistic Planning
Texas
$15.4M +$1.98M +3,178 +15%
BEI
946
Benjamin Edwards Inc
Missouri
$15.4M +$753K +1,211 +5%
GEM
947
Global Endowment Management
North Carolina
$15.3M -$137K -221 -0.9%
HH
948
Hilltop Holdings
Texas
$15.3M +$8.13M +13,086 +115%
IAIM
949
International Assets Investment Management
Florida
$15.3M +$2.27M +3,652 +18%
BCIM
950
Bishop & Co Investment Management
Pennsylvania
$15.3M -$29.8K -48 -0.2%
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