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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
2126
Unique Wealth Strategies
Illinois
$726K -$454K -894 -39%
CPG
2127
Cornerstone Planning Group
New Jersey
$725K -$192K -378 -22%
RI
2128
Rinkey Investments
California
$724K -$69.6K -137 -9%
KHCM
2129
Kirtland Hills Capital Management
Ohio
$720K +$327K +644 +89%
TIAAOA
2130
Teachers Insurance & Annuity Association of America
New York
$719K +$693K +1,363 New
TWCA
2131
Two West Capital Advisors
Kansas
$719K – – –
ACG
2132
Allen Capital Group
Nebraska
$717K -$64K -126 -8%
RS
2133
Retirement Solution
Washington
$710K +$684K +1,346 New
BI
2134
Beckerman Institutional
New Jersey
$710K +$684K +1,346 New
XT
2135
XTX Topco
Cayman Islands
$709K +$46.8K +92 +7%
HCMG
2136
Howard Capital Management Group
California
$708K +$508 +1 +0.1%
BFIC
2137
Bedell Frazier Investment Counselling
California
$702K +$7.63K +15 +1%
PA
2138
Pineridge Advisors
Missouri
$701K -$7.12K -14 -1%
GGS
2139
Galvin Gaustad & Stein
Arizona
$701K – – –
MCC
2140
Maiden Cove Capital
Maine
$700K +$68.6K +135 +11%
AF
2141
Amara Financial
California
$700K +$674K +1,326 New
IAG
2142
Investmark Advisory Group
Connecticut
$698K +$2.54K +5 +0.4%
FM
2143
Foster & Motley
Ohio
$697K -$31.5K -62 -4%
CBT
2144
Central Bank & Trust
Kentucky
$694K +$21.3K +42 +3%
SCP
2145
Sandhill Capital Partners
New York
$692K +$263K +518 +65%
MCM
2146
Maple Capital Management
Vermont
$689K +$93K +183 +16%
DP
2147
Dearborn Partners
Illinois
$686K +$17.8K +35 +3%
SWA
2148
Strata Wealth Advisors
Texas
$685K +$149K +293 +29%
CWM
2149
Cahill Wealth Management
Michigan
$684K +$92.5K +182 +16%
CIAS
2150
CBIZ Investment Advisory Services
Ohio
$683K -$76.8K -151 -10%
84 85
86
87 88