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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1801
Axiom Advisory
California
$581K -$3.27K -8 -0.5%
RPCONE
1802
Retirement Planning Company of New England
Rhode Island
$581K -$703K -1,720 -54%
LG
1803
LAM Group
Oregon
$579K – – –
CG
1804
Cutler Group
California
$578K +$602K +1,473 New
TNAM
1805
Terra Nova Asset Management
New York
$578K – – –
AWA
1806
Acorn Wealth Advisors
Michigan
$578K +$42.1K +103 +8%
OIM
1807
Opus Investment Management
Massachusetts
$577K – – –
HCMT
1808
Highland Capital Management (Tennessee)
Tennessee
$576K +$40.9K +100 +7%
RPWA
1809
Regent Peak Wealth Advisors
Georgia
$575K -$8.18K -20 -1%
HCM
1810
Hengehold Capital Management
Ohio
$573K +$1.64K +4 +0.3%
1SB
1811
1ST Source Bank
Indiana
$573K -$818 -2 -0.1%
MWP
1812
Madison Wealth Partners
Wisconsin
$573K – – –
LGG
1813
Luts & Greenleigh Group
Maryland
$572K -$87.1K -213 -13%
BWM
1814
Baystate Wealth Management
Massachusetts
$571K +$69.1K +169 +13%
CAM
1815
Congress Asset Management
Massachusetts
$571K – – –
BFP
1816
Beacon Financial Planning
Massachusetts
$570K +$2.45K +6 +0.4%
FWM
1817
Fairhaven Wealth Management
Illinois
$570K – – –
GS
1818
GTS Securities
Florida
$569K -$1.58M -3,876 -73%
ASW
1819
Astoria Strategic Wealth
Texas
$565K +$106K +259 +22%
CFG
1820
Cooper Financial Group
California
$564K -$124K -304 -17%
GWSG
1821
GPS Wealth Strategies Group
Colorado
$564K -$19.6K -48 -3%
AWC
1822
Abundance Wealth Counselors
Pennsylvania
$562K +$585K +1,430 New
MIC
1823
Meridian Investment Counsel
California
$560K +$6.54K +16 +1%
BAM
1824
Berkshire Asset Management
Pennsylvania
$558K +$1.23K +3 +0.2%
CA
1825
CapWealth Advisors
Tennessee
$557K -$68.7K -168 -11%
71 72
73
74 75