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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1401
Cardinal Point Capital Management
Ontario, Canada
$1.14M +$1.14M +3,232 New
SM
1402
Sensible Money
Arizona
$1.13M +$1.14M +3,229 New
CWP
1403
Cyndeo Wealth Partners
Florida
$1.13M +$1.14M +3,219 New
CIA
1404
Capital Investment Advisors
Georgia
$1.13M +$427K +1,209 +61%
GHA
1405
GW Henssler & Associates
Georgia
$1.12M +$1.41K +4 +0.1%
PP
1406
PDS Planning
Ohio
$1.12M +$82K +232 +8%
FWM
1407
Fortress Wealth Management
California
$1.12M – – –
CCMG
1408
Clark Capital Management Group
Pennsylvania
$1.11M +$99.3K +281 +10%
BMO
1409
Beck Mack & Oliver
New York
$1.1M -$47.3K -134 -4%
FCB
1410
First County Bank
Connecticut
$1.1M +$1.1M +3,124 New
RGC
1411
Roberts, Glore & Co
Illinois
$1.09M +$77.7K +220 +8%
DIP
1412
DT Investment Partners
Pennsylvania
$1.09M +$824K +2,332 +301%
CTA
1413
Chesley Taft & Associates
Illinois
$1.09M +$124K +350 +13%
NCM
1414
Next Capital Management
New York
$1.09M +$3.89K +11 +0.4%
AAIM
1415
Asset Advisors Investment Management
Georgia
$1.09M +$4.59K +13 +0.4%
HB
1416
Horizon Bancorp
Indiana
$1.09M +$1.1M +3,100 New
SHJ
1417
Sharkey, Howes & Javer
Colorado
$1.09M +$509K +1,440 +87%
CAI
1418
Capital Advisors Inc
Oklahoma
$1.09M -$25.8K -73 -2%
GWM
1419
Geneos Wealth Management
Colorado
$1.08M +$480K +1,359 +79%
D
1420
Diversified
Delaware
$1.08M -$101K -285 -8%
BIA
1421
Benchmark Investment Advisors
Illinois
$1.08M -$44.9K -127 -4%
AIC
1422
Archer Investment Corporation
Indiana
$1.08M -$44.9K -127 -4%
DCM
1423
DGS Capital Management
New Jersey
$1.07M +$334K +945 +45%
BAMG
1424
Brand Asset Management Group
Missouri
$1.07M +$40.6K +115 +4%
PA
1425
Paragon Advisors
Texas
$1.07M -$406K -1,150 -27%
55 56
57
58 59