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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1401
Sensible Money
Arizona
$1.13M +$1.14M +3,229 New
CWP
1402
Cyndeo Wealth Partners
Florida
$1.13M +$1.14M +3,219 New
CIA
1403
Capital Investment Advisors
Georgia
$1.13M +$427K +1,209 +61%
GHA
1404
GW Henssler & Associates
Georgia
$1.12M +$1.41K +4 +0.1%
PP
1405
PDS Planning
Ohio
$1.12M +$82K +232 +8%
FWM
1406
Fortress Wealth Management
California
$1.12M – – –
CCMG
1407
Clark Capital Management Group
Pennsylvania
$1.11M +$99.3K +281 +10%
BMO
1408
Beck Mack & Oliver
New York
$1.1M -$47.3K -134 -4%
FCB
1409
First County Bank
Connecticut
$1.1M +$1.1M +3,124 New
RGC
1410
Roberts, Glore & Co
Illinois
$1.09M +$77.7K +220 +8%
DIP
1411
DT Investment Partners
Pennsylvania
$1.09M +$824K +2,332 +301%
CTA
1412
Chesley Taft & Associates
Illinois
$1.09M +$124K +350 +13%
NCM
1413
Next Capital Management
New York
$1.09M +$3.89K +11 +0.4%
AAIM
1414
Asset Advisors Investment Management
Georgia
$1.09M +$4.59K +13 +0.4%
HB
1415
Horizon Bancorp
Indiana
$1.09M +$1.1M +3,100 New
SHJ
1416
Sharkey, Howes & Javer
Colorado
$1.09M +$509K +1,440 +87%
CAI
1417
Capital Advisors Inc
Oklahoma
$1.09M -$25.8K -73 -2%
GWM
1418
Geneos Wealth Management
Colorado
$1.08M +$480K +1,359 +79%
D
1419
Diversified
Delaware
$1.08M -$101K -285 -8%
BIA
1420
Benchmark Investment Advisors
Illinois
$1.08M -$44.9K -127 -4%
AIC
1421
Archer Investment Corporation
Indiana
$1.08M -$44.9K -127 -4%
DCM
1422
DGS Capital Management
New Jersey
$1.07M +$334K +945 +45%
BAMG
1423
Brand Asset Management Group
Missouri
$1.07M +$40.6K +115 +4%
PA
1424
Paragon Advisors
Texas
$1.07M -$406K -1,150 -27%
RPCONE
1425
Retirement Planning Company of New England
Rhode Island
$1.06M +$6.01K +17 +0.6%
55 56
57
58 59