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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
SFMG Wealth Advisors
Texas
$980K -$106K -300 -10%
SAS
1102
SMI Advisory Services
Indiana
$979K +$953K +2,688 New
RIS
1103
Retirement Income Solutions
Michigan
$976K – – –
AWM
1104
Aries Wealth Management
Maine
$976K +$238K +672 +35%
RZH
1105
Relyea Zuckerberg Hanson
Connecticut
$975K +$48.2K +136 +6%
RMAM
1106
Raab & Moskowitz Asset Management
New Jersey
$968K – – –
DSC
1107
Duncker Streett & Co
Missouri
$968K +$92.2K +260 +11%
CSPIA
1108
Cary Street Partners Investment Advisory
Virginia
$967K -$1.9M -5,345 -67%
BDF
1109
Black Diamond Financial
Maryland
$962K -$214K -604 -19%
VC
1110
Veery Capital
Delaware
$962K +$355 +1 +0%
CA
1111
Capital Advantage
California
$962K +$88.7K +250 +10%
SKK
1112
Shepherd Kaplan Krochuk
Massachusetts
$956K -$246K -695 -21%
SBIA
1113
Sheaff Brock Investment Advisors
Indiana
$953K -$8.87K -25 -0.9%
AIC
1114
Archer Investment Corporation
Indiana
$953K +$39.7K +112 +4%
MBT
1115
Montecito Bank & Trust
California
$952K +$4.25K +12 +0.5%
TSA
1116
Tri-Star Advisors
Texas
$950K +$8.51K +24 +1%
WGCA
1117
Wolf Group Capital Advisors
Virginia
$945K +$24.8K +70 +3%
SA
1118
SRH Advisors
Kansas
$945K +$51.4K +145 +6%
1WM
1119
1900 Wealth Management
Texas
$940K – – –
UB
1120
UMB Bank
Missouri
$938K +$310K +875 +51%
NFG
1121
Nations Financial Group
Iowa
$937K +$36.9K +104 +4%
RTS
1122
Round Table Services
New Jersey
$935K +$3.19K +9 +0.4%
AC
1123
Avenir Corporation
Virginia
$935K +$226K +636 +33%
ECM
1124
EagleClaw Capital Management
Massachusetts
$934K – – –
EBT
1125
Enterprise Bank & Trust
Massachusetts
$931K -$19.9K -56 -2%
43 44
45
46 47