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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1076
PDS Planning
Ohio
$590K +$176K +578 +43%
VBFP
1077
Valtinson Bruner Financial Planning
Minnesota
$588K +$1.83K +6 +0.3%
RIS
1078
Retirement Income Solutions
Michigan
$585K -$209K -687 -27%
PB
1079
Pinnacle Bancorp
Nebraska
$585K -$10.7K -35 -2%
MCM
1080
McRae Capital Management
New Jersey
$585K – – –
SC
1081
Sawyer & Company
Massachusetts
$584K -$150K -494 -21%
KBFS
1082
Kohmann Bosshard Financial Services
Ohio
$584K – – –
C
1083
Certuity
Florida
$584K +$30.5K +100 +6%
FC
1084
Financial Consulate
Maryland
$582K +$5.79K +19 +1%
MWA
1085
MFA Wealth Advisors
Pennsylvania
$581K -$16.8K -55 -3%
EAM
1086
Evanson Asset Management
California
$579K +$75.6K +248 +15%
CA
1087
CapWealth Advisors
Tennessee
$576K -$119K -392 -17%
BCM
1088
Bayesian Capital Management
New York
$575K -$771K -2,530 -58%
CHA
1089
Carmichael Hill & Associates
Maryland
$573K -$43.9K -144 -7%
RCM
1090
RNC Capital Management
California
$572K +$288K +946 +96%
TCM
1091
Telos Capital Management
California
$571K -$152K -500 -21%
PIG
1092
Pantheon Investment Group
California
$571K +$173K +569 +44%
PWM
1093
PRW Wealth Management
Massachusetts
$569K +$291K +954 +106%
MS
1094
Madden Securities
Texas
$565K – – –
ODCM
1095
Old Dominion Capital Management
Virginia
$563K -$34.4K -113 -6%
AIA
1096
Arcadia Investment Advisors
Idaho
$562K -$914 -3 -0.2%
TTWM
1097
TCV Trust & Wealth Management
Virginia
$559K – – –
RIL
1098
Rothschild Investment LLC
Illinois
$554K +$7.62K +25 +1%
GEA
1099
Glen Eagle Advisors
New Jersey
$553K +$298K +979 +120%
AIM
1100
Axiom Investment Management
New York
$549K – – –
42 43
44
45 46