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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2176
JNBA Financial Advisors
Minnesota
$504K – – –
LWAM
2177
Legacy Wealth Asset Management
Minnesota
$502K +$192K +419 +67%
CA
2178
Cresta Advisors
Texas
$499K -$22.9K -50 -5%
FPGT
2179
Financial Partners Group (Tennessee)
Tennessee
$499K +$52.6K +115 +12%
SIM
2180
Studio Investment Management
Illinois
$498K -$260K -568 -35%
S
2181
Sachetta
Massachusetts
$498K – – –
LAM
2182
LifePro Asset Management
California
$496K +$472K +1,031 New
EWA
2183
ERTS Wealth Advisors
Michigan
$493K +$469K +1,025 New
CFAM
2184
Center For Asset Management
Florida
$491K -$27K -59 -5%
PAMG
2185
Patton Albertson Miller Group
Tennessee
$489K +$97K +212 +26%
HFM
2186
Hartford Financial Management
Connecticut
$487K +$1.37K +3 +0.3%
BWM
2187
Buska Wealth Management
Wisconsin
$486K +$463K +1,012 New
WPC
2188
White Pine Capital
Minnesota
$485K – – –
TLP
2189
Trinity Legacy Partners
Texas
$483K -$350K -765 -43%
TW
2190
TrinityPoint Wealth
Connecticut
$483K +$69.6K +152 +18%
TI
2191
tru Independence
Oregon
$482K – – –
FTC
2192
Farmers Trust Company
Ohio
$481K – – –
IWP
2193
Innova Wealth Partners
Pennsylvania
$480K +$10.5K +23 +2%
CIG
2194
Cullen Investment Group
Louisiana
$478K +$213K +465 +86%
PCMC
2195
Paragon Capital Management (Colorado)
Colorado
$477K +$454K +993 New
MIAS
2196
Mason Investment Advisory Services
Virginia
$475K – – –
EP
2197
Essential Planning
New Hampshire
$475K – – –
SSWM
2198
Strait & Sound Wealth Management
California
$474K -$22.9K -50 -5%
RSS
2199
Rosenblum Silverman Sutton
California
$473K -$7.78K -17 -2%
RI
2200
Rinkey Investments
California
$473K +$24.7K +54 +6%
86 87
88
89 90