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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1151
Centaurus Financial
California
$2.68M -$1.29M -3,338 -34%
OC
1152
Oarsman Capital
Wisconsin
$2.67M +$2.53M +6,557 New
SF
1153
Symphony Financial
Texas
$2.67M -$45.5K -118 -2%
BFO
1154
Boston Family Office
Massachusetts
$2.63M +$171K +442 +7%
AMBIA
1155
Allen Mooney & Barnes Investment Advisors
Georgia
$2.63M +$10.4K +27 +0.4%
LFS
1156
Legacy Financial Strategies
Kansas
$2.62M +$467K +1,210 +23%
BMCM
1157
Bryn Mawr Capital Management
Pennsylvania
$2.61M -$40.5K -105 -2%
IFA
1158
Interactive Financial Advisors
Illinois
$2.61M -$171K -442 -6%
SLG
1159
Stanley-Laman Group
Pennsylvania
$2.59M -$291K -754 -11%
RWP
1160
RWA Wealth Partners
Massachusetts
$2.58M +$880K +2,280 +56%
CWM
1161
Circle Wealth Management
New Jersey
$2.57M – – –
PAM
1162
Palisade Asset Management
Minnesota
$2.57M +$18.9K +49 +0.8%
RJTCONH
1163
Raymond James Trust Company of New Hampshire
New Hampshire
$2.56M +$2.31K +6 +0.1%
OAM
1164
Occidental Asset Management
California
$2.55M +$2.42M +6,265 New
MAG
1165
Members Advisory Group
New York
$2.55M +$289K +749 +14%
R
1166
Rebalance
California
$2.54M – – –
FCA
1167
Fortis Capital Advisors
Kansas
$2.53M -$334K -867 -12%
1W
1168
1776 Wealth
Georgia
$2.51M -$14.3K -37 -0.6%
CAG
1169
Compass Advisory Group
New York
$2.51M -$629K -1,630 -21%
SAM
1170
SP Asset Management
California
$2.51M -$386 -1 -0%
FCP
1171
Fidelis Capital Partners
Florida
$2.51M – – –
IF
1172
Intrua Financial
Texas
$2.49M +$466K +1,209 +25%
PF
1173
Phoenix Financial
Israel
$2.48M +$19.7K +51 +0.8%
PAM
1174
Peak Asset Management
Colorado
$2.46M +$180K +466 +8%
GCM
1175
Gallacher Capital Management
Colorado
$2.45M – – –
45 46
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