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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
1301
Von Berge Wealth Management Group
California
$1.41M +$69.6K +197 +6%
AWA
1302
Aaron Wealth Advisors
Illinois
$1.41M +$1.41M +4,001 New
BMM
1303
Buffington Mohr McNeal
Idaho
$1.4M -$120K -341 -8%
MWM
1304
MorganRosel Wealth Management
Colorado
$1.4M +$815K +2,308 +137%
TSWM
1305
Tyler-Stone Wealth Management
Ohio
$1.4M +$7.77K +22 +0.6%
RWA
1306
River Wealth Advisors
Pennsylvania
$1.39M -$86.9K -246 -6%
FWA
1307
FOCUS Wealth Advisors
Texas
$1.38M -$407K -1,152 -23%
SOS
1308
Silver Oak Securities
Tennessee
$1.37M +$380K +1,076 +38%
PGA
1309
Portland Global Advisors
Maine
$1.37M +$50.2K +142 +4%
SIS
1310
Strategic Investment Solutions
Illinois
$1.37M +$1.26M +3,566 New
ACM
1311
Absolute Capital Management
Pennsylvania
$1.36M +$120K +341 +10%
PA
1312
Procyon Advisors
Connecticut
$1.36M +$840K +2,379 +160%
VC
1313
Veery Capital
Delaware
$1.35M +$372K +1,052 +38%
CHA
1314
Carmichael Hill & Associates
Maryland
$1.35M -$628K -1,778 -32%
HS
1315
Horan Securities
United States
$1.34M -$188K -531 -12%
BFA
1316
Beacon Financial Advisory
Ohio
$1.34M -$156K -443 -10%
AC
1317
Apella Capital
Connecticut
$1.33M -$347K -981 -21%
SAM
1318
SignalPoint Asset Management
Missouri
$1.33M +$98.2K +278 +8%
MC
1319
Moors & Cabot
Massachusetts
$1.33M +$50.2K +142 +4%
HIA
1320
HTG Investment Advisors
Connecticut
$1.33M +$1.34M +3,785 New
SCP
1321
Seizert Capital Partners
Michigan
$1.33M +$1.34M +3,783 New
PWA
1322
Physician Wealth Advisors
Utah
$1.33M +$56.9K +161 +5%
LRIA
1323
Leonard Rickey Investment Advisors
Washington
$1.32M +$23K +65 +2%
PWG
1324
Private Wealth Group
Florida
$1.32M – – –
CIAS
1325
Capital Investment Advisory Services
North Carolina
$1.32M +$543K +1,536 +69%
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