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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1951
Fiduciary Financial Group
California
$1.78M +$75.2K +143 +5%
IIA
1952
IPG Investment Advisors
California
$1.77M +$188K +357 +13%
WWM
1953
Wolff Wiese Magana
California
$1.77M +$201K +382 +14%
HS
1954
Horan Securities
United States
$1.76M +$25.8K +49 +2%
RWM
1955
Ruedi Wealth Management
Illinois
$1.76M +$1.58K +3 +0.1%
DWP
1956
Destiny Wealth Partners
Florida
$1.76M +$526 +1 +0%
ANC
1957
Ames National Corp
Iowa
$1.76M +$57.8K +110 +4%
RWA
1958
River Wealth Advisors
Pennsylvania
$1.76M -$24.7K -47 -1%
AA
1959
Alesco Advisors
New York
$1.75M -$87.8K -167 -5%
MWM
1960
Maridea Wealth Management
New York
$1.74M -$1.35M -2,567 -46%
OCM
1961
Osterweis Capital Management
California
$1.74M – – –
AA
1962
Apriem Advisors
California
$1.73M -$27.9K -53 -2%
WMA
1963
William Mack & Associates
Michigan
$1.73M +$1.6M +3,050 New
MFC
1964
Morris Financial Concepts
South Carolina
$1.73M +$1.55M +2,944 +2,831%
GFG
1965
Greystone Financial Group
Michigan
$1.73M +$427K +813 +37%
HFW
1966
Horizon Family Wealth
Illinois
$1.72M – – –
BF
1967
Bonfire Financial
Colorado
$1.72M +$152K +289 +11%
HWM
1968
Hassell Wealth Management
Louisiana
$1.72M -$132K -252 -8%
KIM
1969
Kane Investment Management
California
$1.72M -$93K -177 -6%
LA
1970
Lifeworks Advisors
Michigan
$1.71M +$1.11M +2,120 +237%
RWIA
1971
Roger Wittlin Investment Advisory
California
$1.71M -$173K -329 -10%
AFPL
1972
Advus Financial Partners, LLC
Florida
$1.71M -$255K -486 -14%
PGAM
1973
Princeton Global Asset Management
New Jersey
$1.71M +$314K +598 +25%
DC
1974
Darrow Company
Massachusetts
$1.7M – – –
KWM
1975
KMT Wealth Management
California
$1.7M -$2.16M -4,109 -58%
77 78
79
80 81