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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1626
MBL Wealth
North Carolina
$455K – – –
CFS
1627
CRA Financial Services
New Jersey
$455K +$16.8K +46 +3%
WAG
1628
Winthrop Advisory Group
Massachusetts
$454K +$730 +2 +0.1%
HBT
1629
Hills Bank & Trust
Iowa
$454K +$156K +426 +45%
WTFG
1630
Wells Trecaso Financial Group
Ohio
$453K -$104K -285 -17%
RFN
1631
RDA Financial Network
Iowa
$453K -$18.6K -51 -4%
XF
1632
XML Financial
Maryland
$453K +$503K +1,378 New
MA
1633
Maxele Advisors
Missouri
$453K +$16.8K +46 +3%
AWA
1634
Archvest Wealth Advisors
California
$450K -$39.8K -109 -7%
VWA
1635
VERITY Wealth Advisors
United States
$450K – – –
HW
1636
Hancock Whitney
Mississippi
$448K +$78.9K +216 +19%
AWA
1637
Alta Wealth Advisors
Massachusetts
$447K – – –
MA
1638
MONECO Advisors
Connecticut
$442K -$77.4K -212 -14%
WW
1639
Westshore Wealth
California
$441K -$24.8K -68 -5%
CPA
1640
Court Place Advisors
Maryland
$441K -$13.9K -38 -3%
GA
1641
GFS Advisors
Texas
$440K -$18.3K -50 -4%
SCM
1642
Schnieders Capital Management
California
$440K – – –
GAM
1643
Gould Asset Management
California
$439K +$13.5K +37 +3%
MCCP
1644
Mission Creek Capital Partners
California
$439K +$20.8K +57 +4%
FOA
1645
Five Oceans Advisors
California
$439K +$21.2K +58 +5%
IF
1646
Integrity Financial
Wyoming
$437K +$90.9K +249 +23%
MF
1647
Montis Financial
Massachusetts
$436K -$4.38K -12 -0.9%
CWA
1648
Clarity Wealth Advisors
California
$435K +$1.83K +5 +0.4%
OFG
1649
Orcam Financial Group
California
$434K +$43.1K +118 +10%
DA
1650
Drake & Associates
Wisconsin
$433K +$16.1K +44 +3%
64 65
66
67 68