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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2101
Worth Asset Management
Texas
$567K +$540K +1,180 New
GP
2102
Girard Partners
Pennsylvania
$566K -$30.7K -67 -5%
TWM
2103
Trueblood Wealth Management
Ohio
$565K -$19.2K -42 -3%
SSWM
2104
Smith Salley Wealth Management
North Carolina
$562K +$108K +237 +25%
MPIA
2105
Mountain Pacific Investment Advisers
Idaho
$561K – – –
SFA
2106
Source Financial Advisors
New York
$561K – – –
KIG
2107
Kennedy Investment Group
New Jersey
$561K +$11.9K +26 +2%
CWM
2108
Cahill Wealth Management
Michigan
$560K +$24.7K +54 +5%
RFWA
2109
RPg Family Wealth Advisory
Massachusetts
$557K +$2.29K +5 +0.4%
CGFA
2110
Colton Groome Financial Advisors
North Carolina
$557K +$1.83K +4 +0.3%
WHG
2111
Westwood Holdings Group
Texas
$557K +$10.5K +23 +2%
SWP
2112
Strategic Wealth Partners
Ohio
$557K -$101K -221 -16%
TPWA
2113
Twin Peaks Wealth Advisors
California
$557K +$119K +260 +29%
CWM
2114
Cahaba Wealth Management
Georgia
$557K +$31.6K +69 +6%
MWP
2115
Meredith Wealth Planning
Illinois
$556K +$23.8K +52 +5%
MCCP
2116
Mission Creek Capital Partners
California
$556K -$83.3K -182 -14%
APW
2117
Austin Private Wealth
Texas
$554K -$48.5K -106 -8%
LB
2118
Legacy Bridge
Iowa
$554K -$172K -375 -25%
HR
2119
Howe & Rusling
New York
$554K +$7.78K +17 +1%
SAM
2120
Strategy Asset Managers
California
$552K +$14.2K +31 +3%
FAG
2121
Fortitude Advisory Group
Washington
$551K -$2.75K -6 -0.5%
LHWM
2122
Lake Hills Wealth Management
Texas
$550K – – –
OFP
2123
OLIO Financial Planning
Virginia
$550K – – –
PWP
2124
Pursue Wealth Partners
California
$549K +$34.8K +76 +7%
JPWM
2125
Jamison Private Wealth Management
Georgia
$548K +$36.6K +80 +8%
83 84
85
86 87