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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1551
Synergy Financial Group
California
$3.14M +$808K +1,495 +32%
NCTC
1552
New Covenant Trust Company
Indiana
$3.14M -$762K -1,409 -19%
CCP
1553
Clarkston Capital Partners
Michigan
$3.14M -$541 -1 -0%
QCG
1554
Quadrant Capital Group
Ohio
$3.14M -$141K -261 -4%
MFWP
1555
Mosaic Family Wealth Partners
Missouri
$3.13M +$337K +624 +11%
IWN
1556
Independent Wealth Network
Iowa
$3.12M -$370K -685 -10%
SFWC
1557
Strategic Family Wealth Counselors
New Jersey
$3.11M +$439K +813 +16%
WA
1558
Waddell & Associates
Tennessee
$3.11M +$442K +818 +16%
THCM
1559
Taylor Hoffman Capital Management
Virginia
$3.11M +$701K +1,296 +27%
CFG
1560
Cooper Financial Group
California
$3.08M +$1.08M +2,000 +50%
LKWM
1561
Lee-Kelleher Wealth Management
Maryland
$3.08M -$14.1K -26 -0.4%
FP
1562
Financial Perspectives
Minnesota
$3.08M -$43.8K -81 -1%
SWA
1563
SFMG Wealth Advisors
Texas
$3.08M +$188K +348 +6%
FF
1564
Farrow Financial
Vermont
$3.07M +$171K +317 +6%
AR
1565
Advisory Research
Illinois
$3.07M -$296K -547 -8%
XF
1566
XML Financial
Maryland
$3.07M +$82.7K +153 +3%
BC
1567
Bakala Capital
South Carolina
$3.06M +$266K +492 +9%
SPWM
1568
Schrum Private Wealth Management
Florida
$3.04M +$158K +292 +5%
FC
1569
Financial Consulate
Maryland
$3.04M +$84.9K +157 +3%
HT
1570
Headlands Technologies
Illinois
$3.03M -$18.2M -33,667 -85%
TDC
1571
Thompson Davis & Co
Virginia
$3.03M +$9.19K +17 +0.3%
WIC
1572
Woodmont Investment Counsel
Tennessee
$3.02M +$354K +654 +13%
HWM
1573
Hemington Wealth Management
Virginia
$3.01M -$5.41K -10 -0.2%
AI
1574
Auour Investments
Massachusetts
$3M -$377K -698 -11%
CAG
1575
Compass Advisory Group
New York
$2.99M +$291K +539 +10%
61 62
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