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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1726
Grantvest Financial Group
New Jersey
$2.8M -$137K -232 -5%
HL
1727
HeadInvest LLC
Maine
$2.79M +$127K +215 +5%
LFA
1728
LifeGuide Financial Advisors
Pennsylvania
$2.79M +$4.13K +7 +0.1%
PCS
1729
Private Client Services
Kentucky
$2.79M -$82.5K -140 -3%
FA
1730
Faithward Advisors
Pennsylvania
$2.79M +$6.48K +11 +0.2%
1WA
1731
180 Wealth Advisors
Washington
$2.78M -$23.6K -40 -0.9%
FSWA
1732
Financial Synergies Wealth Advisors
Texas
$2.78M +$53K +90 +2%
AR
1733
Apeiron RIA
Texas
$2.78M -$128K -218 -5%
CCM
1734
Cloud Capital Management
Washington
$2.77M +$233K +396 +10%
MIM
1735
MTM Investment Management
South Carolina
$2.77M +$33K +56 +1%
NWMG
1736
National Wealth Management Group
Ohio
$2.77M +$513K +870 +24%
VC
1737
Veery Capital
Delaware
$2.77M +$77.2K +131 +3%
TAFW
1738
Tred Avon Family Wealth
Maryland
$2.76M +$2.66M +4,514 New
WAM
1739
Wakefield Asset Management
Colorado
$2.75M +$2.36K +4 +0.1%
AC
1740
Avestar Capital
New York
$2.74M +$1.18K +2 +0%
ACP
1741
Aviance Capital Partners
Florida
$2.74M +$291K +494 +12%
ORG
1742
Optimist Retirement Group
Washington
$2.74M -$17.1K -29 -0.6%
PCTC
1743
Perkins Coie Trust Company
Washington
$2.73M +$363K +615 +16%
PIWA
1744
Prevail Innovative Wealth Advisors
Kansas
$2.72M +$2.62M +4,444 New
FP
1745
Financial Perspectives
Minnesota
$2.72M -$134K -227 -5%
PHIC
1746
Pine Haven Investment Counsel
Massachusetts
$2.71M +$51.3K +87 +2%
NFP
1747
Narus Financial Partners
Utah
$2.7M +$514K +872 +25%
PGA
1748
Portland Global Advisors
Maine
$2.7M +$131K +222 +5%
TTWM
1749
TCV Trust & Wealth Management
Virginia
$2.7M +$15.9K +27 +0.6%
NP
1750
Nilsine Partners
Colorado
$2.7M -$171K -290 -6%
68 69
70
71 72