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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
2076
Parr McKnight Wealth Management Group
Minnesota
$1.19M +$1.19M +2,206 New
WF
2077
Wayfinding Financial
Washington
$1.19M +$1.19M +2,204 New
4WM
2078
49 Wealth Management
Texas
$1.19M +$502K +927 +73%
SCA
2079
Stokes Capital Advisors
South Carolina
$1.19M +$14.6K +27 +1%
CA
2080
CapWealth Advisors
Tennessee
$1.18M -$63.9K -118 -5%
SI
2081
Stonekeep Investments
New Mexico
$1.18M -$546K -1,008 -32%
CB
2082
Community Bank
New York
$1.17M – – –
DFA
2083
DHJJ Financial Advisors
Illinois
$1.17M +$92.1K +170 +8%
GI
2084
Gradient Investments
Minnesota
$1.17M +$80.7K +149 +7%
T
2085
Transce3nd
Texas
$1.17M +$1.17M +2,168 New
CPA
2086
Clear Point Advisors
New York
$1.17M +$58.5K +108 +5%
WWA
2087
Wingate Wealth Advisors
Massachusetts
$1.17M +$1.17M +2,168 New
WWM
2088
Wolff Wiese Magana
California
$1.17M +$283K +523 +32%
GFWA
2089
Grey Fox Wealth Advisors
Delaware
$1.17M +$344K +636 +42%
PCFFS
2090
Pacific Center for Financial Services
California
$1.16M +$155K +286 +15%
BWP
2091
Bernardo Wealth Planning
Pennsylvania
$1.16M +$12.5K +23 +1%
CA
2092
Cresta Advisors
Texas
$1.16M – – –
SHF
2093
Stage Harbor Financial
Massachusetts
$1.16M +$51.5K +95 +5%
DF
2094
DecisionPoint Financial
Arizona
$1.15M +$7.58K +14 +0.7%
EIA
2095
Edgemoor Investment Advisors
Maryland
$1.15M +$5.42K +10 +0.5%
CS
2096
Capital Square
Tennessee
$1.15M +$14.6K +27 +1%
BHIA
2097
Birch Hill Investment Advisors
Massachusetts
$1.15M -$175K -324 -13%
PPC
2098
Park Place Capital
Alabama
$1.15M +$1.63K +3 +0.1%
ACA
2099
Affinity Capital Advisors
California
$1.15M +$154K +284 +16%
CTA
2100
Colonial Trust Advisors
South Carolina
$1.14M -$32.5K -60 -3%
82 83
84
85 86