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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1551
TKG Advisors
Indiana
$973K -$70.3K -172 -6%
NA
1552
Nottingham Advisors
New York
$972K +$554K +1,356 +121%
SCA
1553
Stokes Capital Advisors
South Carolina
$968K -$122K -298 -11%
CTWM
1554
Cherry Tree Wealth Management
Minnesota
$966K -$102K -249 -9%
LC
1555
Lavaca Capital
Texas
$965K -$148K -362 -13%
BW
1556
Bison Wealth
Georgia
$964K -$274K -670 -21%
OWM
1557
OneAscent Wealth Management
Alabama
$964K +$1M +2,446 New
FAM
1558
Formidable Asset Management
Ohio
$964K +$6.95K +17 +0.7%
MPW
1559
Melone Private Wealth
Michigan
$961K +$409 +1 +0%
RRCM
1560
Rappaport Reiches Capital Management
Illinois
$960K -$27K -66 -3%
AMM
1561
American Money Management
California
$958K -$178K -435 -15%
MS
1562
Madden Securities
Texas
$957K – – –
CWA
1563
Centennial Wealth Advisory
Michigan
$956K +$48.3K +118 +5%
JWA
1564
JFS Wealth Advisors
Pennsylvania
$955K +$119K +290 +14%
APP
1565
Avantax Planning Partners
Iowa
$953K +$192K +470 +24%
LA
1566
Latitude Advisors
Florida
$951K +$6.54K +16 +0.7%
CPA
1567
Capital Planning Advisors
California
$949K +$435K +1,063 +79%
AWC
1568
Adamsbrown Wealth Consultants
Kansas
$947K – – –
NHFG
1569
New Harbor Financial Group
Massachusetts
$944K +$983K +2,405 New
CAP
1570
Columbia Advisory Partners
Washington
$944K -$61.3K -150 -6%
CT
1571
Caldwell Trust
Florida
$943K +$25.8K +63 +3%
RWA
1572
Redhawk Wealth Advisors
Minnesota
$942K +$43.8K +107 +5%
KCM
1573
Kathmere Capital Management
Pennsylvania
$941K +$2.86K +7 +0.3%
PWP
1574
Private Wealth Partners
California
$939K – – –
FAT
1575
First American Trust
California
$938K +$414K +1,012 +74%
61 62
63
64 65