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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2126
Clarity Financial
Texas
$597K -$522K -1,084 -48%
TGAM
2127
TBH Global Asset Management
Tennessee
$596K -$65.4K -136 -10%
KIG
2128
Kennedy Investment Group
New Jersey
$595K +$11.5K +24 +2%
APW
2129
Austin Private Wealth
Texas
$595K +$14K +29 +3%
IHWM
2130
Iron Horse Wealth Management
Iowa
$595K -$7.7K -16 -1%
CAM
2131
Covenant Asset Management
New Jersey
$590K +$293K +608 +106%
FCM
2132
Family Capital Management
Michigan
$588K -$3.37K -7 -0.6%
CAG
2133
Curtis Advisory Group
California
$584K +$20.2K +42 +4%
SFA
2134
Source Financial Advisors
New York
$584K – – –
SKK
2135
Shepherd Kaplan Krochuk
Massachusetts
$583K +$142K +295 +34%
SIM
2136
Studio Investment Management
Illinois
$579K +$54.9K +114 +11%
FA
2137
Financial Advisors
Massachusetts
$579K -$15.9K -33 -3%
RAS
2138
RPS Advisory Solutions
Kentucky
$578K +$556K +1,156 New
CC
2139
Capital Counsel
New York
$578K -$94.3K -196 -14%
HCMT
2140
Highland Capital Management (Tennessee)
Tennessee
$578K +$19.2K +40 +4%
CWM
2141
Cahaba Wealth Management
Georgia
$578K -$1.44K -3 -0.3%
FAG
2142
Fortitude Advisory Group
Washington
$577K +$3.85K +8 +0.7%
APF
2143
Alaska Permanent Fund
Alaska
$576K – – –
LB
2144
Legacy Bridge
Iowa
$576K – – –
PFG
2145
Pacific Financial Group
Washington
$576K -$22.1K -46 -4%
LIA
2146
Lynx Investment Advisory
District of Columbia
$575K +$553K +1,150 New
ARG
2147
Advisory Resource Group
Oklahoma
$573K +$6.26K +13 +1%
GFP
2148
Gryphon Financial Partners
Ohio
$573K +$551K +1,146 New
AWM
2149
AAF Wealth Management
Massachusetts
$573K +$551K +1,145 New
MCC
2150
Maiden Cove Capital
Maine
$572K +$574K +1,192 New
84 85
86
87 88