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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1576
Centennial Wealth Advisory
Michigan
$627K +$33.6K +82 +6%
AWC
1577
Abundance Wealth Counselors
Pennsylvania
$627K +$618K +1,510 New
HCM
1578
Hall Capital Management
Rhode Island
$625K – – –
MSAM
1579
Moloney Securities Asset Management
Missouri
$624K -$496K -1,211 -45%
PNAA
1580
Pictet North America Advisors
Switzerland
$621K -$86.8K -212 -12%
BFA
1581
Bill Few Associates
Pennsylvania
$621K – – –
RPWA
1582
Regent Peak Wealth Advisors
Georgia
$620K -$22.5K -55 -4%
SFG
1583
Synergy Financial Group
California
$620K +$76.6K +187 +14%
PA
1584
Procyon Advisors
Connecticut
$619K +$21.7K +53 +4%
AAS
1585
Annex Advisory Services
Wisconsin
$618K +$40.1K +98 +7%
WF
1586
Wayfinding Financial
Washington
$617K -$57.7K -141 -8%
AWA
1587
Archvest Wealth Advisors
California
$615K +$70.4K +172 +13%
JFGIW
1588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$613K +$29.5K +72 +5%
ERWM
1589
Elk River Wealth Management
Colorado
$612K -$18.4K -45 -3%
TWM
1590
Titus Wealth Management
California
$610K +$2.87K +7 +0.5%
MWM
1591
MorganRosel Wealth Management
Colorado
$609K +$77K +188 +15%
LB
1592
Legacy Bridge
Iowa
$607K – – –
CWM
1593
Chemistry Wealth Management
New York
$607K +$335K +819 +128%
CAM
1594
Cidel Asset Management
Ontario, Canada
$606K – – –
CPA
1595
Court Place Advisors
Maryland
$600K +$1.64K +4 +0.3%
MTIC
1596
Missouri Trust & Investment Company
Missouri
$599K -$6.14K -15 -1%
PAMG
1597
Patton Albertson Miller Group
Tennessee
$597K -$6.96K -17 -1%
P
1598
&Partners
Tennessee
$596K +$28.7K +70 +5%
WDG
1599
Wealth Dimensions Group
Ohio
$591K +$409 +1 +0.1%
MA
1600
Maxele Advisors
Missouri
$589K -$46.7K -114 -7%
62 63
64
65 66