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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1676
Barrett & Company
Rhode Island
$584K – – –
FF
1677
Financial Futures
New Jersey
$580K – – –
FFL
1678
Financial Freedom LLC
Ohio
$578K +$581K +1,645 New
CFG
1679
Cooper Financial Group
California
$577K -$93.6K -265 -14%
FWA
1680
FSM Wealth Advisors
Ohio
$575K +$127K +360 +28%
HFS
1681
Heritage Financial Services
Massachusetts
$574K +$338K +956 +141%
TCM
1682
Tradewinds Capital Management
Washington
$573K +$3.53K +10 +0.6%
WIM
1683
WealthPlan Investment Management
Nebraska
$573K -$200K -565 -27%
WP
1684
WealthPLAN Partners
Nebraska
$573K +$533K +1,510 New
GWA
1685
Geometric Wealth Advisors
District of Columbia
$570K +$121K +343 +27%
HH
1686
Hilltop Holdings
Texas
$570K -$3.84M -10,875 -87%
FAP
1687
Financial Advisory Partners
Florida
$567K -$25.4K -72 -4%
RCM
1688
RB Capital Management
Nevada
$566K +$153K +433 +37%
MLL
1689
Moody Lynn & Lieberson
Massachusetts
$564K +$567K +1,606 New
OW
1690
Olistico Wealth
Oklahoma
$563K +$566K +1,601 New
CC
1691
Courier Capital
New York
$561K – – –
TFGT
1692
TS Financial Group (TSFG)
Illinois
$561K +$34.3K +97 +6%
IIA
1693
IPG Investment Advisors
California
$559K +$57.9K +164 +12%
SWP
1694
Strategic Wealth Partners
Ohio
$558K -$129K -365 -19%
SI
1695
Shaker Investments
Ohio
$556K +$707 +2 +0.1%
MAS
1696
Meeder Advisory Services
Ohio
$556K +$559K +1,581 New
MCM
1697
Morton Capital Management
California
$554K +$1.77K +5 +0.3%
RCWMU
1698
Rothschild & Co Wealth Management (UK)
United Kingdom
$553K – – –
BFS
1699
Bard Financial Services
Connecticut
$553K -$7.07K -20 -1%
IF
1700
Intrua Financial
Texas
$553K -$24.4K -69 -4%
66 67
68
69 70