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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1126
Bryn Mawr Capital Management
Pennsylvania
$2.3M +$208K +590 +10%
VWA
1127
Visionary Wealth Advisors
Illinois
$2.29M -$667K -1,887 -22%
AMBIA
1128
Allen Mooney & Barnes Investment Advisors
Georgia
$2.29M -$13.1K -37 -0.6%
WWM
1129
Wolff Wiese Magana
California
$2.29M +$94K +266 +4%
LW
1130
Linscomb Wealth
Texas
$2.28M +$658K +1,862 +40%
AFP
1131
Ausdal Financial Partners
Iowa
$2.25M +$13.1K +37 +0.6%
NEWAS
1132
N.E.W. Advisory Services
Wisconsin
$2.24M +$761K +2,155 +51%
SWM
1133
SFG Wealth Management
Maryland
$2.24M -$90.1K -255 -4%
SW
1134
Simplicity Wealth
New Jersey
$2.23M +$1.81M +5,135 +427%
CI
1135
CX Institutional
Indiana
$2.21M +$2.23M +6,304 New
CWM
1136
Circle Wealth Management
New Jersey
$2.21M +$19.8K +56 +0.9%
SF
1137
Symphony Financial
Texas
$2.2M +$41.3K +117 +2%
CCM
1138
Cribstone Capital Management
Maine
$2.2M -$102K -289 -4%
PAM
1139
Palisade Asset Management
Minnesota
$2.2M +$7.07K +20 +0.3%
CPG
1140
Cornerstone Planning Group
New Jersey
$2.2M +$2.17M +6,149 New
ACM
1141
Alpha Capital Management
Texas
$2.19M +$278K +786 +14%
R
1142
Rebalance
California
$2.19M +$2.2M +6,236 New
CA
1143
Continuum Advisory
Idaho
$2.18M -$363K -1,027 -14%
FCP
1144
Fidelis Capital Partners
Florida
$2.17M +$2.15M +6,079 New
JEST
1145
JTC Employer Solutions Trustee
Jersey
$2.16M – – –
FCT
1146
First Community Trust
Iowa
$2.14M +$2.07M +5,862 +2,594%
FSC
1147
Full Sail Capital
Oklahoma
$2.14M +$114K +324 +6%
PF
1148
Phoenix Financial
Israel
$2.14M – – –
CAAS
1149
Capital Asset Advisory Services
Michigan
$2.13M -$118K -335 -5%
FDCC
1150
Foster Dykema Cabot & Co
Massachusetts
$2.13M – – –
44 45
46
47 48