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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1901
Quent Capital
New York
$740K – – –
TW
1902
Transform Wealth
Colorado
$740K +$75.3K +184 +12%
WFA
1903
Wade Financial Advisory
California
$740K – – –
VWM
1904
Valley Wealth Managers
New Jersey
$738K -$58.1K -142 -8%
TCPG
1905
Trivant Custom Portfolio Group
California
$738K +$583K +1,424 +533%
AWA
1906
Amplius Wealth Advisors
Pennsylvania
$736K +$409 +1 +0.1%
RFP
1907
Root Financial Partners
California
$735K +$192K +470 +39%
MWPCG
1908
Measured Wealth Private Client Group
New Hampshire
$734K +$18.4K +45 +3%
CFA
1909
Capstone Financial Advisors
Illinois
$733K -$13.9K -34 -2%
RFG
1910
RFP Financial Group
Georgia
$733K -$95K -232 -12%
SI
1911
Shaker Investments
Ohio
$733K +$5.73K +14 +0.8%
HVP
1912
Hudson Value Partners
Florida
$728K +$28.7K +70 +4%
AWA
1913
Acorn Wealth Advisors
Michigan
$724K +$76.1K +186 +13%
AC
1914
Avestar Capital
New York
$721K -$4.31M -10,516 -86%
DCM
1915
Dudley Capital Management
Virginia
$721K +$676K +1,650 New
BIM
1916
Bridges Investment Management
Nebraska
$720K -$85.6K -209 -11%
BFM
1917
Boston Financial Management
Massachusetts
$719K +$35.2K +86 +6%
GAM
1918
Griffin Asset Management
New York
$714K -$10.6K -26 -2%
EF
1919
Empirical Finance
Pennsylvania
$714K -$357K -872 -35%
AF
1920
Apollon Financial
South Carolina
$713K +$669K +1,633 New
IF
1921
Intrua Financial
Texas
$711K -$786K -1,921 -54%
CI
1922
CX Institutional
Indiana
$707K -$969K -2,367 -59%
FTDI
1923
First Trust Direct Indexing
Massachusetts
$706K +$6.96K +17 +1%
MLL
1924
Moody Lynn & Lieberson
Massachusetts
$706K – – –
SCM
1925
SCS Capital Management
Massachusetts
$704K – – –
75 76
77
78 79