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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1751
Sound Income Strategies
Florida
$490K -$19.8K -56 -4%
SFG
1752
SNS Financial Group
Minnesota
$489K +$1.06K +3 +0.2%
MW
1753
MBL Wealth
North Carolina
$487K – – –
RSA
1754
River Street Advisors
Illinois
$487K +$489K +1,385 New
SL
1755
SWMG LLC
Texas
$484K +$487K +1,378 New
VWA
1756
VERITY Wealth Advisors
United States
$481K – – –
IWN
1757
Independent Wealth Network
Iowa
$478K -$221K -625 -31%
HBT
1758
Hills Bank & Trust
Iowa
$477K -$8.83K -25 -2%
MF
1759
Montis Financial
Massachusetts
$477K +$9.89K +28 +2%
LA
1760
Lane & Associates
New Jersey
$476K +$478K +1,354 New
SCM
1761
SOL Capital Management
Maryland
$474K +$10.6K +30 +2%
RFN
1762
RDA Financial Network
Iowa
$473K -$12.4K -35 -3%
SCM
1763
Schnieders Capital Management
California
$471K – – –
GAM
1764
Gould Asset Management
California
$469K – – –
MCCP
1765
Mission Creek Capital Partners
California
$469K -$1.06K -3 -0.2%
RW
1766
REDW Wealth
New Mexico
$469K +$471K +1,334 New
PCA
1767
Prosperity Capital Advisors
Ohio
$468K +$471K +1,333 New
WWG
1768
West Wealth Group
California
$467K +$4.59K +13 +1%
DA
1769
Drake & Associates
Wisconsin
$464K – – –
LA
1770
LexAurum Advisors
Kansas
$463K -$23.3K -66 -5%
RIM
1771
RW Investment Management
Idaho
$463K +$465K +1,317 New
PO
1772
Private Ocean
California
$461K +$23.7K +67 +5%
SSWM
1773
Strait & Sound Wealth Management
California
$460K +$444K +1,257 New
DE
1774
Day & Ennis
Georgia
$459K +$48K +136 +12%
SFM
1775
Signet Financial Management
New Jersey
$459K +$2.47K +7 +0.5%
69 70
71
72 73