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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1801
Glaxis Capital Management
Florida
$891K +$6.55K +16 +0.8%
RDFA
1802
Ritter Daniher Financial Advisory
Ohio
$889K -$40.9K -100 -5%
MAM
1803
Mystic Asset Management
Rhode Island
$888K -$17.2K -42 -2%
WF
1804
Wayfinding Financial
Washington
$888K -$12.3K -30 -1%
GI
1805
Gradient Investments
Minnesota
$887K +$224K +547 +37%
PDM
1806
Penn Davis McFarland
Texas
$887K -$274K -669 -25%
EIA
1807
Edgemoor Investment Advisors
Maryland
$886K – – –
GP
1808
Greenline Partners
New York
$885K -$10.2K -25 -1%
CFS
1809
CRA Financial Services
New Jersey
$884K +$172K +420 +26%
PFS
1810
Prospect Financial Services
New York
$881K +$826K +2,018 New
CFA
1811
Cahill Financial Advisors
Minnesota
$881K +$298K +728 +56%
SN
1812
Sittner & Nelson
Oregon
$880K – – –
VFIC
1813
Valley Forge Investment Consultants
Pennsylvania
$879K -$346K -845 -30%
CFS
1814
Cannon Financial Strategists
Georgia
$875K – – –
GLLW
1815
Graves Light Lenhart Wealth
Virginia
$875K -$11.9K -29 -1%
PWG
1816
Portside Wealth Group
Utah
$870K +$11.9K +29 +1%
FAM
1817
Formidable Asset Management
Ohio
$867K -$192K -470 -19%
SFG
1818
SNS Financial Group
Minnesota
$866K +$293K +716 +57%
MWA
1819
Meridian Wealth Advisors
Texas
$866K +$80.7K +197 +11%
SIA
1820
Schechter Investment Advisors
Michigan
$865K -$1.64K -4 -0.2%
TNBTD
1821
Trustmark National Bank Trust Department
Mississippi
$865K +$811K +1,981 New
PSA
1822
Plum Street Advisors
Louisiana
$864K +$810K +1,979 New
MWM
1823
Moulton Wealth Management
Washington
$864K +$12.3K +30 +2%
CCM
1824
Carlson Capital Management
Minnesota
$862K +$447K +1,091 +124%
FF
1825
Financial Futures
New Jersey
$858K -$12.7K -31 -2%
71 72
73
74 75