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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2151
Lockerman Financial Group
California
$265K -$16.8K -41 -6%
CFO
2152
Colony Family Offices
North Carolina
$265K – – –
SCM
2153
Stonehearth Capital Management
Massachusetts
$264K – – –
RI
2154
Rinkey Investments
California
$263K -$278K -680 -50%
IGGA
2155
Iron Gate Global Advisors
Utah
$263K -$152K -372 -36%
HHRDM
2156
H&H Retirement Design & Management
Nevada
$262K +$270K +660 New
NCG
2157
Newport Capital Group
New Jersey
$262K -$53.2K -130 -16%
FWP
2158
Falcon Wealth Planning
California
$261K +$272K +665 New
OIS
2159
Okabena Investment Services
Minnesota
$260K -$121K -295 -31%
RA
2160
Rodgers & Associates
Pennsylvania
$258K +$20.9K +51 +8%
CAM
2161
Carret Asset Management
New York
$258K -$20.4K -50 -7%
CWA
2162
Cornerstone Wealth Advisors
Minnesota
$258K – – –
GLA
2163
Great Lakes Advisors
Illinois
$256K +$267K +652 New
SIG
2164
Sargent Investment Group
Maryland
$256K +$62.2K +152 +30%
MCIA
2165
Mountain Capital Investment Advisors
Colorado
$256K -$81.8K -200 -24%
PCH
2166
PGIM Custom Harvest
New Jersey
$255K -$45.4K -111 -15%
TCM
2167
Telos Capital Management
California
$255K -$4.09K -10 -2%
DP
2168
Denver PWM
Colorado
$254K -$1.64K -4 -0.6%
GWAM
2169
Guardian Wealth Advisors (Minnesota)
Minnesota
$254K +$2.86K +7 +1%
WWM
2170
WT Wealth Management
Arizona
$253K +$9K +22 +4%
CI
2171
Ceera Investments
Texas
$253K +$264K +645 New
SPWG
2172
Syntegra Private Wealth Group
Missouri
$253K +$24.1K +59 +10%
NLP
2173
Next Level Private
New York
$252K – – –
CIC
2174
Chilton Investment Company
Connecticut
$252K +$262K +641 New
ACA
2175
Affinity Capital Advisors
California
$252K +$2.86K +7 +1%
85 86
87
88 89