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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
976
Baron Silver Stevens Financial Advisors
Florida
$17.5M +$891K +1,337 +6%
AG
977
Ascent Group
Virginia
$17.5M +$9.33K +14 +0.1%
FF
978
Formulate Financial
Florida
$17.5M +$149K +223 +0.9%
PCMM
979
Piedmont Capital Management (Montana)
Montana
$17.5M +$17M +25,511 New
CA
980
Continuum Advisory
Idaho
$17.5M +$2.21M +3,316 +15%
SFG
981
Strive Financial Group
Indiana
$17.4M +$4.93M +7,394 +41%
NPPM
982
North Point Portfolio Managers
Ohio
$17.4M +$12M +18,039 +250%
LIA
983
LBMC Investment Advisors
Tennessee
$17.3M -$37.3K -56 -0.2%
VC
984
Vicus Capital
Pennsylvania
$17.3M -$1.34M -2,011 -7%
FFWM
985
Future Financial Wealth Management
Ohio
$17.3M -$503K -754 -3%
OFP
986
OFC Financial Planning
New Jersey
$17.3M -$14.7K -22 -0.1%
CLP
987
Charis Legacy Partners
Texas
$17.1M +$417K +626 +3%
SCA
988
Snowden Capital Advisors
New York
$17.1M +$202K +303 +1%
AIM
989
Avity Investment Management
Connecticut
$17.1M -$15.3K -23 -0.1%
BCM
990
BTC Capital Management
Iowa
$17M -$185K -278 -1%
TA
991
Tactive Advisors
Florida
$17M +$5.64M +8,467 +52%
FHC
992
First Heartland Consultants
Missouri
$16.9M +$629K +944 +4%
PFM
993
Peak Financial Management
Massachusetts
$16.9M -$406K -609 -2%
EF
994
Empowered Funds
Pennsylvania
$16.9M -$3.23M -4,842 -16%
LWP
995
Laurel Wealth Planning
Minnesota
$16.9M -$47.3K -71 -0.3%
TW
996
TritonPoint Wealth
Maryland
$16.9M -$581K -872 -3%
SLWM
997
Stone Loft Wealth Management
Pennsylvania
$16.8M -$353K -530 -2%
TCM
998
Traynor Capital Management
Pennsylvania
$16.8M +$2.84M +4,256 +21%
SWA
999
Stratos Wealth Advisors
Ohio
$16.7M +$5.61M +8,422 +53%
TA
1000
TFB Advisors
Kansas
$16.7M +$189K +284 +1%
38 39
40
41 42