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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1026
Burke & Herbert Bank & Trust
Virginia
$690K – – –
DY
1027
Dowling & Yahnke
California
$688K +$177K +580 +35%
AFM
1028
Andesa Financial Management
Pennsylvania
$687K +$192K +631 +39%
SFSIG
1029
San Francisco Sentry Investment Group
California
$686K -$22.8K -75 -3%
RFA
1030
Reilly Financial Advisors
California
$685K -$71.9K -236 -10%
PGA
1031
Portland Global Advisors
Maine
$685K +$64.6K +212 +11%
AIC
1032
Archer Investment Corporation
Indiana
$683K +$32.3K +106 +5%
SAM
1033
SignalPoint Asset Management
Missouri
$681K +$372K +1,220 +123%
1IA
1034
1834 Investment Advisors
Wisconsin
$680K +$286K +940 +74%
BBA
1035
BLB&B Advisors
Pennsylvania
$676K -$30.2K -99 -4%
FC
1036
Ferris Capital
Massachusetts
$676K – – –
LFGH
1037
Lee Financial Group Hawaii
Hawaii
$676K +$47.2K +155 +8%
LC
1038
Lavaca Capital
Texas
$675K -$667K -2,189 -50%
SFG
1039
SNS Financial Group
Minnesota
$673K – – –
SFPG
1040
Stonebridge Financial Planning Group
Florida
$672K +$30.8K +101 +5%
VHAM
1041
Van Hulzen Asset Management
California
$665K -$304K -998 -32%
CCP
1042
Corient Capital Partners
California
$663K -$304K -997 -32%
PIA
1043
Perennial Investment Advisors
California
$663K -$197K -646 -23%
AFS
1044
Axiom Financial Strategies
Indiana
$663K +$914 +3 +0.1%
WTFG
1045
Wells Trecaso Financial Group
Ohio
$660K – – –
LB
1046
Leo Brokerage
Texas
$660K +$710K +2,329 New
BDF
1047
Black Diamond Financial
Maryland
$659K +$218K +715 +50%
DS
1048
Dudley & Shanley
Florida
$657K +$650K +2,134 New
RIA
1049
Realta Investment Advisors
Delaware
$656K -$201K -659 -24%
CB
1050
Community Bank
New York
$647K – – –
40 41
42
43 44