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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
1951
Altus Wealth Group
Colorado
$426K – – –
SS
1952
Sunbelt Securities
Texas
$425K -$49.9K -122 -10%
BAM
1953
Bayshore Asset Management
Florida
$425K – – –
MWP
1954
Meredith Wealth Planning
Illinois
$424K +$818 +2 +0.2%
DCM
1955
Donaldson Capital Management
Indiana
$424K +$58.9K +144 +15%
DA
1956
Drake & Associates
Wisconsin
$423K -$55.6K -136 -11%
AIA
1957
Armor Investment Advisors
North Carolina
$423K – – –
FCA
1958
FinTrust Capital Advisors
South Carolina
$421K +$16.4K +40 +4%
BOPW
1959
Brandywine Oak Private Wealth
Pennsylvania
$415K -$97.3K -238 -18%
AFG
1960
ABLE Financial Group
Arizona
$414K +$79.7K +195 +23%
HWMG
1961
Hurlow Wealth Management Group
Indiana
$414K +$200K +490 +87%
FNBOMD
1962
First National Bank of Mount Dora
Florida
$413K +$14.3K +35 +3%
WPC
1963
White Pine Capital
Minnesota
$412K – – –
JFA
1964
JNBA Financial Advisors
Minnesota
$412K +$91.6K +224 +27%
PWP
1965
Pursue Wealth Partners
California
$412K +$114K +279 +36%
AP
1966
Appleton Partners
Massachusetts
$411K +$192K +469 +81%
TFP
1967
Tilia Fiduciary Partners
North Carolina
$411K +$1.23K +3 +0.3%
MF
1968
Montis Financial
Massachusetts
$410K -$77.7K -190 -15%
AWA
1969
Aquire Wealth Advisors
Utah
$409K +$17.2K +42 +4%
SFWC
1970
Strategic Family Wealth Counselors
New Jersey
$409K +$16.8K +41 +4%
DP
1971
Dearborn Partners
Illinois
$408K +$59.3K +145 +16%
BFWA
1972
Benchmark Financial Wealth Advisors
Florida
$406K +$3.68K +9 +0.9%
TW
1973
TrinityPoint Wealth
Connecticut
$404K +$28.6K +70 +7%
WGCA
1974
Wolf Group Capital Advisors
Virginia
$403K – – –
AA
1975
AlphaQ Advisors
Florida
$400K -$409K -1,000 -50%
77 78
79
80 81