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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1876
Steigerwald Gordon & Koch
Virginia
$778K +$338K +825 +86%
LA
1877
LexAurum Advisors
Kansas
$777K +$199K +485 +37%
CWMGP
1878
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$777K +$409 +1 +0.1%
WC
1879
Weil Company
California
$774K +$224K +548 +45%
TLP
1880
Trinity Legacy Partners
Texas
$774K -$24.2K -59 -3%
PFSC
1881
Peoples Financial Services Corp
Pennsylvania
$774K -$13.1K -32 -2%
CWM
1882
Collaborative Wealth Management
Florida
$771K +$20.5K +50 +3%
FPCG
1883
Forum Private Client Group
Indiana
$769K +$721K +1,761 New
CPIA
1884
Cornell Pochily Investment Advisors
New York
$767K -$204K -499 -22%
MAWA
1885
Moss Adams Wealth Advisors
Washington
$766K +$624K +1,523 +662%
MWP
1886
Madison Wealth Partners
Wisconsin
$764K +$119K +290 +20%
BC
1887
Barrett & Company
Rhode Island
$764K – – –
MFS
1888
Madrona Financial Services
Washington
$760K +$235K +573 +49%
EA
1889
Eclectic Associates
California
$760K +$32.8K +80 +5%
RCM
1890
RB Capital Management
Nevada
$757K -$36.4K -89 -5%
AWM
1891
Aprio Wealth Management
Georgia
$753K -$42.2K -103 -6%
MCM
1892
McRae Capital Management
New Jersey
$750K – – –
FFA
1893
Founders Financial Alliance
North Carolina
$749K -$1.64K -4 -0.2%
PHWM
1894
Pine Harbor Wealth Management
Maryland
$748K +$701K +1,712 New
FNB
1895
Farmers National Bank
Kentucky
$744K -$33.6K -82 -5%
BFM
1896
Broadview Financial Management
Wisconsin
$743K +$5.32K +13 +0.8%
FL
1897
FreeGulliver LLC
Louisiana
$743K +$696K +1,700 New
AFP
1898
Alpha Financial Partners
Kentucky
$742K +$85.6K +209 +14%
MAS
1899
Meeder Advisory Services
Ohio
$742K – – –
PCA
1900
Prosperity Capital Advisors
Ohio
$742K +$30.3K +74 +5%
74 75
76
77 78