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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1501
Ritter Daniher Financial Advisory
Ohio
$647K +$201K +549 +39%
AWM
1502
Accel Wealth Management
Iowa
$645K – – –
CFS
1503
Cannon Financial Strategists
Georgia
$641K – – –
SWP
1504
Strategic Wealth Partners
Ohio
$641K +$713K +1,953 New
SIA
1505
Schechter Investment Advisors
Michigan
$639K +$411K +1,125 +137%
MM
1506
Meridian Management
Arkansas
$637K – – –
CWA
1507
Centennial Wealth Advisory
Michigan
$634K +$46.4K +127 +7%
OWM
1508
OneAscent Wealth Management
Alabama
$633K +$19K +52 +3%
CWM
1509
Chemistry Wealth Management
New York
$632K -$14.2K -39 -2%
KFC
1510
Klingenstein Fields & Co
New York
$632K – – –
FCG
1511
Financial Connections Group
California
$630K – – –
FCFC
1512
First Citizens Financial Corp
Iowa
$627K -$195K -534 -22%
WCM
1513
Washburn Capital Management
Florida
$627K – – –
APIM
1514
Agate Pass Investment Management
Washington
$627K +$139K +381 +25%
CFG
1515
Cooper Financial Group
California
$626K +$200K +547 +40%
NG
1516
NatWest Group
United Kingdom
$622K -$1.52M -4,155 -69%
NAS
1517
Nicolet Advisory Services
Wisconsin
$622K +$730 +2 +0.1%
CIAS
1518
CBIZ Investment Advisory Services
Ohio
$618K +$209K +573 +44%
I
1519
INVST
Indiana
$615K +$53.7K +147 +9%
WTB
1520
Washington Trust Bank
Washington
$614K +$683K +1,870 New
TTWM
1521
TCV Trust & Wealth Management
Virginia
$610K +$7.67K +21 +1%
VCM
1522
Virtue Capital Management
Tennessee
$607K +$418K +1,144 +162%
CFA
1523
Capstone Financial Advisors
Illinois
$606K +$730 +2 +0.1%
DSC
1524
Duncker Streett & Co
Missouri
$602K – – –
PFSC
1525
Peoples Financial Services Corp
Pennsylvania
$602K +$35.1K +96 +6%
59 60
61
62 63