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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1701
Capstone Financial Advisors
Illinois
$689K +$327K +847 +100%
GCP
1702
Gill Capital Partners
Colorado
$686K -$9.64K -25 -1%
AWA
1703
Amplius Wealth Advisors
Pennsylvania
$686K +$650K +1,684 New
BFM
1704
Broadview Financial Management
Wisconsin
$685K -$6.94K -18 -1%
FOA
1705
Five Oceans Advisors
California
$684K +$23.9K +62 +4%
CF
1706
Clarity Financial
Texas
$684K -$106K -276 -14%
SIS
1707
Sound Income Strategies
Florida
$684K +$22.4K +58 +4%
HFS
1708
Heritage Financial Services
Massachusetts
$683K +$387K +1,004 +149%
EWA
1709
Etesian Wealth Advisors
Oregon
$680K +$34.3K +89 +6%
GAM
1710
Griffin Asset Management
New York
$680K -$138K -358 -18%
LGG
1711
Luts & Greenleigh Group
Maryland
$680K +$250K +649 +64%
SFG
1712
Synergy Financial Group
California
$677K +$1.93K +5 +0.3%
BC
1713
Barrett & Company
Rhode Island
$671K +$772 +2 +0.1%
FAP
1714
Financial Advisory Partners
Florida
$671K +$1.16K +3 +0.2%
FFL
1715
Financial Freedom LLC
Ohio
$670K – – –
FI
1716
Financial Insights
Washington
$669K -$52.5K -136 -8%
WCM
1717
Washburn Capital Management
Florida
$668K -$1.93K -5 -0.3%
FMN
1718
Financial Management Network
California
$666K +$32K +83 +5%
WCM
1719
Wealthcare Capital Management
Virginia
$666K +$27K +70 +4%
MIM
1720
Moseley Investment Management
Florida
$664K +$169K +437 +37%
EA
1721
Eclectic Associates
California
$664K +$30.5K +79 +5%
ATPW
1722
Ashton Thomas Private Wealth
Arizona
$662K -$71.4K -185 -10%
SI
1723
Shaker Investments
Ohio
$661K -$4.63K -12 -0.7%
MCM
1724
Maple Capital Management
Vermont
$659K +$350K +908 +128%
SCM
1725
SCS Capital Management
Massachusetts
$659K – – –
67 68
69
70 71