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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
1751
First Wilshire Securities Management
California
$624K – – –
PWIA
1752
Porter White Investment Advisors
Alabama
$623K – – –
LB
1753
Legacy Bridge
Iowa
$622K +$25.1K +65 +4%
PFA
1754
Pathway Financial Advisors
Vermont
$622K – – –
FF
1755
Financial Futures
New Jersey
$619K -$34.7K -90 -6%
WDG
1756
Wealth Dimensions Group
Ohio
$617K -$386 -1 -0.1%
AAS
1757
Annex Advisory Services
Wisconsin
$613K +$5.79K +15 +1%
CAM
1758
Concorde Asset Management
Michigan
$612K +$53.2K +138 +10%
WA
1759
Wealth Architects
California
$612K – – –
TW
1760
Transform Wealth
Colorado
$612K -$26.2K -68 -4%
HCM
1761
Hall Capital Management
Rhode Island
$609K – – –
AWM
1762
Accurate Wealth Management
Florida
$608K +$568K +1,473 New
THL
1763
Tillman Hartley LLC
Colorado
$608K – – –
AFP
1764
Alpha Financial Partners
Kentucky
$607K +$43.6K +113 +8%
AA
1765
Axiom Advisory
California
$606K +$70.2K +182 +14%
RCIM
1766
Red Cedar Investment Management
Michigan
$605K +$573K +1,486 New
RPWA
1767
Regent Peak Wealth Advisors
Georgia
$605K – – –
GWSG
1768
GPS Wealth Strategies Group
Colorado
$604K +$28.5K +74 +5%
LG
1769
LAM Group
Oregon
$601K -$28.9K -75 -5%
DPI
1770
Diversified Portfolios Inc
Michigan
$599K -$55.2K -143 -9%
OIM
1771
Opus Investment Management
Massachusetts
$599K – – –
RSVP
1772
Ramsay Stattman Vela & Price
Colorado
$596K -$84.9K -220 -13%
1SB
1773
1ST Source Bank
Indiana
$595K +$772 +2 +0.1%
KCFA
1774
Key Client Fiduciary Advisors
New Jersey
$595K +$7.72K +20 +1%
MWP
1775
Madison Wealth Partners
Wisconsin
$594K -$18.9K -49 -3%
69 70
71
72 73