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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1701
GFS Advisors
Texas
$723K – – –
FM
1702
Family Management
New York
$723K +$45K +110 +6%
CWP
1703
Cyndeo Wealth Partners
Florida
$721K -$224K -547 -23%
VFG
1704
V2 Financial group
Illinois
$720K +$9.4K +23 +1%
VWM
1705
Valley Wealth Managers
New Jersey
$719K +$509K +1,246 +213%
TLP
1706
Trinity Legacy Partners
Texas
$719K +$520K +1,271 +227%
KCFA
1707
Key Client Fiduciary Advisors
New Jersey
$718K +$150K +368 +25%
KIA
1708
KCM Investment Advisors
California
$718K -$195K -476 -21%
CAM
1709
CPA Asset Management
Florida
$718K – – –
AWM
1710
Aprio Wealth Management
Georgia
$717K +$93.6K +229 +14%
RCM
1711
RB Capital Management
Nevada
$716K -$38K -93 -5%
CCWM
1712
Cassaday & Co Wealth Management
Virginia
$715K -$1.14M -2,781 -60%
PO
1713
Private Ocean
California
$713K +$218K +534 +42%
VWM
1714
Vigilare Wealth Management
Arizona
$710K +$1.64K +4 +0.2%
PFSC
1715
Peoples Financial Services Corp
Pennsylvania
$708K -$1.23K -3 -0.2%
GM
1716
GeoWealth Management
Illinois
$707K +$43.8K +107 +6%
WSFS
1717
Wilmington Savings Fund Society
Delaware
$705K -$3.68K -9 -0.5%
CWG
1718
Crown Wealth Group
North Carolina
$703K +$732K +1,791 New
AIA
1719
Arcadia Investment Advisors
Idaho
$703K – – –
FOA
1720
Five Oceans Advisors
California
$702K +$44.2K +108 +6%
TFGT
1721
TS Financial Group (TSFG)
Illinois
$702K -$25.8K -63 -3%
MWA
1722
Meridian Wealth Advisors
Texas
$702K +$818 +2 +0.1%
FNB
1723
Farmers National Bank
Kentucky
$701K -$18.8K -46 -3%
WWM
1724
Windsor Wealth Management
Indiana
$700K +$18K +44 +3%
RPG
1725
Resource Planning Group
Georgia
$699K +$728K +1,780 New
67 68
69
70 71