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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1801
Plotkin Financial Advisors
Maryland
$1.01M +$26.1K +57 +3%
SVCP
1802
Silicon Valley Capital Partners
California
$1.01M +$1.83K +4 +0.2%
FWM
1803
Foguth Wealth Management
Michigan
$1.01M +$964K +2,107 New
CNBTD
1804
Citizens National Bank Trust Department
Mississippi
$1.01M – – –
FTDI
1805
First Trust Direct Indexing
Massachusetts
$1.01M +$217K +475 +29%
SAF
1806
Smith Anglin Financial
Texas
$1.01M +$11.4K +25 +1%
AL
1807
ACAS LLC
California
$1.01M +$18.8K +41 +2%
CFS
1808
Cannon Financial Strategists
Georgia
$1M +$38.4K +84 +4%
TNB
1809
Thomasville National Bank
Georgia
$1M -$5.03K -11 -0.5%
PFS
1810
Prospect Financial Services
New York
$1M +$29.3K +64 +3%
SN
1811
Sittner & Nelson
Oregon
$1M +$30.7K +67 +3%
TSWM
1812
Tyler-Stone Wealth Management
Ohio
$999K -$199K -434 -17%
CAM
1813
CPA Asset Management
Florida
$998K -$221K -482 -19%
WKWM
1814
Walter & Keenan Wealth Management
Indiana
$997K +$323K +705 +51%
SFG
1815
Sather Financial Group
Texas
$995K +$1.37K +3 +0.1%
DF
1816
DecisionPoint Financial
Arizona
$991K -$72.8K -159 -7%
SWM
1817
Scissortail Wealth Management
Oklahoma
$991K +$943K +2,061 New
FC
1818
Financial Consulate
Maryland
$990K +$54.9K +120 +6%
PWMG
1819
Pioneer Wealth Management Group
Texas
$990K -$2.29K -5 -0.2%
FPCG
1820
Fort Pitt Capital Group
Pennsylvania
$988K -$127K -277 -12%
GCM
1821
Glaxis Capital Management
Florida
$984K +$3.2K +7 +0.3%
MWM
1822
Moulton Wealth Management
Washington
$977K +$22.4K +49 +2%
SIA
1823
Schechter Investment Advisors
Michigan
$977K +$23.3K +51 +3%
EIA
1824
Edgemoor Investment Advisors
Maryland
$975K – – –
AWM
1825
Austin Wealth Management
Texas
$975K +$60.9K +133 +7%
71 72
73
74 75