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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2101
Abundance Wealth Counselors
Pennsylvania
$755K +$727K +1,430 New
FMN
2102
Financial Management Network
California
$755K -$9.15K -18 -1%
THL
2103
Tillman Hartley LLC
Colorado
$755K – – –
ASW
2104
Astoria Strategic Wealth
Texas
$755K – – –
CWM
2105
Collaborative Wealth Management
Florida
$752K -$16.3K -32 -2%
SRWM
2106
Shira Ridge Wealth Management
California
$751K – – –
RWM
2107
Refined Wealth Management
Utah
$751K +$8.64K +17 +1%
RW
2108
REDW Wealth
New Mexico
$751K – – –
PHWM
2109
Pine Harbor Wealth Management
Maryland
$749K +$3.56K +7 +0.5%
CF
2110
Clarity Financial
Texas
$748K +$114K +224 +19%
CI
2111
CX Institutional
Indiana
$747K -$407K -800 -36%
SP
2112
Sequent Planning
Nebraska
$747K -$181K -357 -20%
ICP
2113
Interchange Capital Partners
Pennsylvania
$746K +$508 +1 +0.1%
WP
2114
WealthPLAN Partners
Nebraska
$742K -$172K -338 -19%
CWA
2115
Consilium Wealth Advisory
Texas
$740K -$11.2K -22 -2%
SAM
2116
Strategy Asset Managers
California
$740K +$300K +591 +73%
AA
2117
Ashford Advisors
New York
$740K – – –
EFG
2118
Ethos Financial Group
Pennsylvania
$739K +$135K +266 +24%
LA
2119
Lakeside Advisors
Washington
$739K – – –
PWIA
2120
Porter White Investment Advisors
Alabama
$737K – – –
MAM
2121
McLean Asset Management
Virginia
$736K +$6.1K +12 +0.9%
AC
2122
Avestar Capital
New York
$735K -$24.4K -48 -3%
BAM
2123
Berkshire Asset Management
Pennsylvania
$732K – – –
CWM
2124
Cahaba Wealth Management
Georgia
$731K +$117K +230 +20%
SXL
2125
Summit X LLC
Missouri
$730K – – –
83 84
85
86 87