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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1551
TFC Financial Management
Massachusetts
$565K +$365 +1 +0.1%
MCM
1552
McRae Capital Management
New Jersey
$564K -$73K -200 -10%
FFA
1553
Founders Financial Alliance
North Carolina
$562K +$166K +455 +36%
SIM
1554
Sterling Investment Management
Arizona
$559K -$730 -2 -0.1%
HWA
1555
HHM Wealth Advisors
Tennessee
$559K +$365 +1 +0.1%
FC
1556
Financial Consulate
Maryland
$558K +$1.46K +4 +0.2%
ACM
1557
Allred Capital Management
Texas
$557K -$163K -445 -21%
AWM
1558
Axxcess Wealth Management
California
$554K – – –
FAP
1559
Financial Advisory Partners
Florida
$553K -$39.4K -108 -6%
MWM
1560
MorganRosel Wealth Management
Colorado
$552K +$47.5K +130 +8%
WDG
1561
Wealth Dimensions Group
Ohio
$544K +$365 +1 +0.1%
FFM
1562
Forum Financial Management
Illinois
$543K +$290K +794 +92%
SHJ
1563
Sharkey, Howes & Javer
Colorado
$543K +$604K +1,653 New
FF
1564
Financial Futures
New Jersey
$542K – – –
DPI
1565
Diversified Portfolios Inc
Michigan
$540K +$3.65K +10 +0.6%
CAM
1566
Concorde Asset Management
Michigan
$537K -$69.4K -190 -10%
RF
1567
Resolute Financial
Massachusetts
$536K +$2.19K +6 +0.4%
TCM
1568
Tradewinds Capital Management
Washington
$533K +$2.19K +6 +0.4%
MWP
1569
Madison Wealth Partners
Wisconsin
$532K +$12.1K +33 +2%
IF
1570
Intrua Financial
Texas
$531K -$19K -52 -3%
BF
1571
Brooklyn FI
New York
$528K +$213K +584 +57%
CC
1572
Courier Capital
New York
$525K -$4.38K -12 -0.7%
BFS
1573
Bard Financial Services
Connecticut
$524K – – –
QC
1574
Quent Capital
New York
$524K – – –
AWP
1575
Abacus Wealth Partners
California
$521K -$260K -713 -31%
61 62
63
64 65