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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
2051
Hedeker Wealth
Illinois
$623K -$58.1K -127 -9%
FM
2052
Foster & Motley
Ohio
$622K +$286K +625 +93%
AA
2053
Axiom Advisory
California
$620K -$91.1K -199 -13%
RFN
2054
RDA Financial Network
Iowa
$618K -$85.6K -187 -13%
AA
2055
Addison Advisors
Vermont
$617K +$27.5K +60 +5%
CCM
2056
Chiron Capital Management
Florida
$617K +$33.4K +73 +6%
RPWA
2057
Regent Peak Wealth Advisors
Georgia
$614K – – –
BFP
2058
Beacon Financial Planning
Massachusetts
$613K -$62.2K -136 -10%
WMA
2059
Wealth Management Associates
New Jersey
$609K +$557K +1,218 New
GGS
2060
Galvin Gaustad & Stein
Arizona
$606K +$94.3K +206 +20%
EWM
2061
Elevatus Welath Management
New York
$603K +$81K +177 +16%
VDBMI
2062
Van Den Berg Management I
Texas
$602K -$13.7K -30 -2%
BFG
2063
Bouchey Financial Group
New York
$602K -$59.5K -130 -9%
NCMW
2064
Northern Capital Management (Washington)
Washington
$602K +$248K +541 +76%
ACG
2065
Allen Capital Group
Nebraska
$602K +$315K +689 +122%
IWS
2066
Integrity Wealth Solutions
Colorado
$602K +$222K +484 +63%
VHAM
2067
Van Hulzen Asset Management
California
$601K +$32.5K +71 +6%
OIM
2068
Opus Investment Management
Massachusetts
$601K – – –
HSG
2069
Helen Stephens Group
Texas
$600K +$64.1K +140 +13%
TFP
2070
Tilia Fiduciary Partners
North Carolina
$598K +$74.6K +163 +15%
TVWM
2071
Tower View Wealth Management
Wisconsin
$597K +$4.58K +10 +0.8%
EWM
2072
Executive Wealth Management
Michigan
$595K +$66.4K +145 +13%
WW
2073
Westshore Wealth
California
$595K +$252K +550 +80%
VNA
2074
Valley National Advisers
Pennsylvania
$594K – – –
DFG
2075
Delta Financial Group
New Jersey
$594K +$33.4K +73 +6%
81 82
83
84 85