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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1601
Toth Financial Advisory
Virginia
$699K -$1.77K -5 -0.3%
SFP
1602
Sandbox Financial Partners
Maryland
$698K – – –
HA
1603
HC Advisors
Georgia
$698K – – –
AC
1604
Avenir Corporation
Virginia
$697K – – –
LF
1605
Lee Financial
Texas
$697K -$14.5K -41 -2%
AA
1606
Alesco Advisors
New York
$695K +$373K +1,057 +115%
APF
1607
Alaska Permanent Fund
Alaska
$695K – – –
IF
1608
Integrity Financial
Wyoming
$688K +$221K +625 +47%
WSFS
1609
Wilmington Savings Fund Society
Delaware
$687K +$176K +497 +34%
AWM
1610
Accel Wealth Management
Iowa
$685K +$32.5K +92 +5%
FNWM
1611
Financial Network Wealth Management
Utah
$685K +$689K +1,951 New
WIC
1612
Whitegate Investment Counselors
New Hampshire
$680K -$63.6K -180 -9%
WPA
1613
Winning Points Advisors
Florida
$679K – – –
CWM
1614
Chemistry Wealth Management
New York
$678K +$1.77K +5 +0.3%
KFC
1615
Klingenstein Fields & Co
New York
$676K – – –
FCG
1616
Financial Connections Group
California
$674K – – –
PFG
1617
Pacific Financial Group
Washington
$673K +$164K +463 +32%
APW
1618
Aurora Private Wealth
New Jersey
$671K -$22.6K -64 -3%
FCFC
1619
First Citizens Financial Corp
Iowa
$671K – – –
SIA
1620
Schechter Investment Advisors
Michigan
$669K -$14.1K -40 -2%
BHWM
1621
Bar Harbor Wealth Management
New Hampshire
$669K -$1.29M -3,638 -66%
TAM
1622
TCP Asset Management
Ohio
$663K +$667K +1,888 New
FNB
1623
Farmers National Bank
Kentucky
$662K +$366K +1,035 +122%
KIG
1624
Kowal Investment Group
Wisconsin
$660K +$42K +119 +7%
CIAS
1625
CBIZ Investment Advisory Services
Ohio
$659K – – –
63 64
65
66 67