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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1251
GYL Financial Synergies
Connecticut
$1.22M +$338K +898 +34%
WIP
1252
WealthCare Investment Partners
Rhode Island
$1.22M +$589K +1,563 +80%
HSA
1253
HBK Sorce Advisory
Pennsylvania
$1.21M -$18.6M -49,488 -93%
SAM
1254
SignalPoint Asset Management
Missouri
$1.19M +$76.5K +203 +6%
LFS
1255
Legacy Financial Strategies
Kansas
$1.19M +$107K +285 +9%
WWA
1256
WCG Wealth Advisors
Nevada
$1.19M +$1.3M +3,438 New
GAM
1257
Griffin Asset Management
New York
$1.19M – – –
EWA
1258
Evolution Wealth Advisors
Florida
$1.19M +$149K +396 +13%
ACA
1259
Atlas Capital Advisors
Wyoming
$1.19M – – –
AAIM
1260
Asset Advisors Investment Management
Georgia
$1.19M – – –
GWM
1261
GSB Wealth Management
Connecticut
$1.18M -$115K -305 -8%
GC
1262
Grimes & Company
Massachusetts
$1.18M -$22.6K -60 -2%
LWANC
1263
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.18M +$82.9K +220 +7%
SAM
1264
Sequent Asset Management
Texas
$1.17M -$18.8K -50 -1%
BST
1265
Bath Savings Trust
Maine
$1.17M -$53.9K -143 -4%
CC
1266
Callan Capital
California
$1.17M -$377 -1 -0%
CWS
1267
Confluence Wealth Services
Pennsylvania
$1.17M +$278K +737 +32%
MHB
1268
Midwest Heritage Bank
Iowa
$1.16M +$161K +428 +15%
BO
1269
BRR OpCo
Ohio
$1.15M +$20K +53 +2%
LS
1270
Leelyn Smith
Illinois
$1.15M – – –
ACM
1271
Advisors Capital Management
New Jersey
$1.15M +$379K +1,006 +44%
PCG
1272
Private Capital Group
Connecticut
$1.15M -$6.7M -17,774 -84%
W
1273
WealthOne
New York
$1.14M -$13.9K -37 -1%
TWA
1274
TCI Wealth Advisors
Arizona
$1.14M +$215K +571 +21%
MWA
1275
Monograph Wealth Advisors
California
$1.14M – – –
49 50
51
52 53