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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2151
VisionPoint Advisory Group
Texas
$681K +$42.2K +83 +7%
SWP
2152
Strategic Wealth Partners
Ohio
$680K +$35.1K +69 +6%
EP
2153
Essential Planning
New Hampshire
$680K -$1.52K -3 -0.2%
EB
2154
Emprise Bank
Kansas
$679K -$12.2K -24 -2%
CP
2155
Castleview Partners
Texas
$678K +$10.2K +20 +2%
HWP
2156
Hibernia Wealth Partners
Louisiana
$678K +$430K +846 +193%
SC
2157
Sinecera Capital
Texas
$675K +$261K +513 +67%
GI
2158
GAMMA Investing
California
$673K +$38.6K +76 +6%
4WM
2159
49 Wealth Management
Texas
$673K +$2.03K +4 +0.3%
GAM
2160
Gould Asset Management
California
$671K -$7.63K -15 -1%
MF
2161
Meridian Financial
Massachusetts
$668K +$28.5K +56 +5%
VNA
2162
Valley National Advisers
Pennsylvania
$667K – – –
SWMG
2163
Signature Wealth Management Group
Georgia
$666K +$194K +381 +43%
SFB
2164
STAR Financial Bank
Indiana
$665K +$640K +1,260 New
RCP
2165
Rothschild Capital Partners
New York
$662K -$13.7K -27 -2%
CAM
2166
Concorde Asset Management
Michigan
$660K +$21.9K +43 +4%
SFI
2167
SPC Financial Inc
Maryland
$659K -$399K -784 -39%
RFN
2168
RDA Financial Network
Iowa
$658K -$17.3K -34 -3%
NCMW
2169
Northern Capital Management (Washington)
Washington
$658K -$51.8K -102 -8%
FWM
2170
Foguth Wealth Management
Michigan
$656K -$887K -1,746 -58%
MWA
2171
Mills Wealth Advisors
Texas
$655K -$12.2K -24 -2%
OSNBOA
2172
Old Second National Bank of Aurora
Illinois
$654K +$630K +1,240 New
BCP
2173
Berkeley Capital Partners
Georgia
$653K +$7.63K +15 +1%
CPWA
2174
Cerro Pacific Wealth Advisors
California
$650K – – –
FCM
2175
Firestone Capital Management
Florida
$649K -$183K -360 -23%
85 86
87
88 89