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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
926
Peachtree Investment Partners
Florida
$15.5M -$2.66M -4,247 -14%
FPWM
927
FSB Premier Wealth Management
Iowa
$15.5M -$177K -283 -1%
SFS
928
Security Financial Services
Indiana
$15.5M +$404K +646 +3%
IAS
929
Insigneo Advisory Services
Florida
$15.4M +$1.71M +2,727 +12%
WCFA
930
Walkner Condon Financial Advisors
Wisconsin
$15.4M +$82.6K +132 +0.5%
BFG
931
Berger Financial Group
Minnesota
$15.3M -$315K -504 -2%
BIAS
932
Beacon Investment Advisory Services
New Jersey
$15.3M +$4.13M +6,603 +35%
AG
933
Ascent Group
Virginia
$15.2M -$231K -370 -1%
HIP
934
HUB Investment Partners
Texas
$15.2M +$2.73M +4,369 +21%
TW
935
TritonPoint Wealth
Maryland
$15.2M -$337K -539 -2%
FA
936
Freestate Advisors
Kansas
$15.2M +$769K +1,229 +5%
FF
937
Formulate Financial
Florida
$15.1M +$158K +252 +1%
LIA
938
LBMC Investment Advisors
Tennessee
$15.1M +$253K +404 +2%
PFM
939
Peak Financial Management
Massachusetts
$15.1M -$1M -1,605 -6%
GEM
940
Global Endowment Management
North Carolina
$15.1M +$505K +807 +3%
OFP
941
OFC Financial Planning
New Jersey
$15.1M -$60K -96 -0.4%
IAIM
942
International Assets Investment Management
Florida
$15M +$363K +580 +2%
HP
943
Holistic Planning
Texas
$15M +$366K +586 +2%
GSEP
944
Golden State Equity Partners
California
$15M +$7.29M +11,657 +87%
BCM
945
BTC Capital Management
Iowa
$15M +$3.46M +5,528 +28%
AIM
946
Avity Investment Management
Connecticut
$14.9M +$13.1K +21 +0.1%
SLWM
947
Stone Loft Wealth Management
Pennsylvania
$14.8M +$7.27M +11,617 +88%
BEI
948
Benjamin Edwards Inc
Missouri
$14.8M +$117K +187 +0.8%
AGC
949
Aspen Grove Capital
Colorado
$14.8M +$1.01M +1,608 +7%
LWP
950
Laurel Wealth Planning
Minnesota
$14.7M -$3.75K -6 -0%
36 37
38
39 40