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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1726
Resource Planning Group
Georgia
$699K +$728K +1,780 New
KWMG
1727
King Wealth Management Group
Florida
$698K +$407K +995 +127%
ACM
1728
Arlington Capital Management
Illinois
$698K +$27.8K +68 +4%
CWMGP
1729
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$698K -$2.04K -5 -0.3%
KCM
1730
Kanawha Capital Management
Virginia
$692K +$205K +502 +40%
VHAM
1731
Van Hulzen Asset Management
California
$690K +$2.04K +5 +0.3%
MFA
1732
Morling Financial Advisors
California
$690K -$259K -634 -27%
BC
1733
Barrett & Company
Rhode Island
$686K +$40.9K +100 +6%
KWA
1734
Kingswood Wealth Advisors
California
$686K -$13.1K -32 -5%
ACM
1735
Alpha Capital Management
Texas
$678K -$1.85M -4,517 -72%
FFA
1736
Founders Financial Alliance
North Carolina
$675K +$818 +2 +0.1%
MCM
1737
McRae Capital Management
New Jersey
$674K – – –
CWM
1738
Collaborative Wealth Management
Florida
$673K – – –
CFA
1739
Capstone Financial Advisors
Illinois
$673K +$8.59K +21 +1%
HBT
1740
Hills Bank & Trust
Iowa
$670K +$157K +384 +29%
MAS
1741
Meeder Advisory Services
Ohio
$667K -$54.4K -133 -7%
PWA
1742
Peterson Wealth Advisors
Utah
$666K +$2.86K +7 +0.4%
QC
1743
Quent Capital
New York
$666K – – –
WFA
1744
Wade Financial Advisory
California
$665K – – –
SFG
1745
Synergy Financial Group
California
$664K +$11K +27 +2%
BFM
1746
Broadview Financial Management
Wisconsin
$663K +$2.45K +6 +0.4%
AWA
1747
Amplius Wealth Advisors
Pennsylvania
$661K – – –
GCP
1748
Gill Capital Partners
Colorado
$657K -$4.91K -12 -0.7%
EWA
1749
Etesian Wealth Advisors
Oregon
$657K +$818 +2 +0.1%
SI
1750
Shaker Investments
Ohio
$653K +$16.8K +41 +3%
68 69
70
71 72