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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
1451
First City Capital Management
Georgia
$848K +$21.3K +52 +3%
SPFA
1452
Summit Place Financial Advisors
New Jersey
$843K – – –
CBT
1453
Central Bank & Trust
Kentucky
$843K +$15.6K +38 +2%
WMR
1454
Wealth Management Resources
Rhode Island
$840K – – –
MWM
1455
Maltin Wealth Management
New Jersey
$838K -$20.9K -51 -2%
ACM
1456
Alpha Capital Management
Texas
$837K -$69.6K -170 -8%
CFS
1457
Cannon Financial Strategists
Georgia
$837K – – –
CAM
1458
Concorde Asset Management
Michigan
$832K -$134K -328 -14%
VI
1459
Versor Investments
New York
$831K – – –
SFP
1460
Sandbox Financial Partners
Maryland
$827K +$479K +1,170 +143%
HA
1461
HC Advisors
Georgia
$826K -$287K -700 -26%
AC
1462
Avenir Corporation
Virginia
$823K – – –
WP
1463
WealthPLAN Partners
Nebraska
$823K +$74.9K +183 +9%
WIM
1464
WealthPlan Investment Management
Nebraska
$823K +$890K +2,173 New
FPCG
1465
Forum Private Client Group
Indiana
$821K +$810K +1,978 New
APW
1466
Aurora Private Wealth
New Jersey
$820K +$2.05K +5 +0.3%
MG
1467
MilWealth Group
Wisconsin
$820K +$809K +1,975 New
GWA
1468
Geometric Wealth Advisors
District of Columbia
$819K +$139K +339 +21%
WA
1469
Wealth Architects
California
$818K +$305K +744 +61%
PGAM
1470
Princeton Global Asset Management
New Jersey
$815K +$95K +232 +13%
WA
1471
Wealth Advisors
California
$812K -$3.68K -9 -0.5%
MM
1472
Meridian Management
Arkansas
$805K – – –
BAAM
1473
Baker Avenue Asset Management
California
$804K +$333K +814 +72%
VBFP
1474
Valtinson Bruner Financial Planning
Minnesota
$803K +$2.05K +5 +0.3%
FFA
1475
Founders Financial Alliance
North Carolina
$803K +$189K +461 +31%
57 58
59
60 61