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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1676
Toth Financial Advisory
Virginia
$772K +$2.45K +6 +0.3%
PWG
1677
Portside Wealth Group
Utah
$771K -$14.3K -35 -2%
HI
1678
Hudock Inc
Pennsylvania
$769K +$801K +1,958 New
IFA
1679
Index Fund Advisors
California
$768K -$58.5K -143 -7%
FWM
1680
Focused Wealth Management
New York
$762K -$10.2K -25 -1%
PWS
1681
Paragon Wealth Strategies
Florida
$760K +$57.7K +141 +8%
WA1
1682
Wimmer Associates 1
California
$758K -$59.3K -145 -7%
APW
1683
Aurora Private Wealth
New Jersey
$758K +$43.3K +106 +6%
AC
1684
Avenir Corporation
Virginia
$758K – – –
SFP
1685
Sandbox Financial Partners
Maryland
$756K -$24.9K -61 -3%
KFC
1686
Klingenstein Fields & Co
New York
$756K – – –
KFS
1687
Kaizen Financial Strategies
California
$754K +$785K +1,920 New
RFG
1688
RFP Financial Group
Georgia
$750K -$203K -497 -21%
AWS
1689
Arkfeld Wealth Strategies
Nebraska
$744K +$35.6K +87 +5%
SC
1690
SRB Corp
Massachusetts
$737K – – –
FC
1691
Financial Consulate
Maryland
$735K -$146K -358 -16%
ACM
1692
Allred Capital Management
Texas
$733K +$112K +275 +17%
DSC
1693
Duncker Streett & Co
Missouri
$732K +$24.5K +60 +3%
NP
1694
NorthRock Partners
Minnesota
$731K -$80.6K -197 -10%
GSIAS
1695
Garden State Investment Advisory Services
New Jersey
$730K -$83.4K -204 -10%
BIM
1696
Bridges Investment Management
Nebraska
$730K -$1.63M -3,998 -68%
AL
1697
ACAS LLC
California
$729K -$16.8K -41 -2%
OCM
1698
Orser Capital Management
Texas
$728K – – –
SW
1699
SlateStone Wealth
Florida
$727K +$409 +1 +0.1%
BWP
1700
Bernardo Wealth Planning
Pennsylvania
$725K -$8.18K -20 -1%
66 67
68
69 70