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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2176
Fortis Capital Advisors
Kansas
$549K +$528K +1,097 New
KAM
2177
Knightsbridge Asset Management
California
$549K -$114K -237 -18%
CGFA
2178
Colton Groome Financial Advisors
North Carolina
$548K -$30.8K -64 -6%
HWMG
2179
Hurlow Wealth Management Group
Indiana
$547K – – –
FPGT
2180
Financial Partners Group (Tennessee)
Tennessee
$544K +$24.1K +50 +5%
GLR
2181
Great Lakes Retirement
Ohio
$542K -$317K -658 -38%
TCM
2182
Towercrest Capital Management
Pennsylvania
$541K +$2.89K +6 +0.6%
FCFC
2183
First Citizens Financial Corp
Iowa
$540K – – –
BRG
2184
Bay Rivers Group
Virginia
$540K -$14.4K -30 -3%
RMC
2185
Resources Management Corp
Connecticut
$539K – – –
AIA
2186
Armor Investment Advisors
North Carolina
$539K – – –
WWM
2187
Wolff Wiese Magana
California
$538K +$177K +367 +52%
DWMS
2188
Dominguez Wealth Management Solutions
Virginia
$538K – – –
6F
2189
626 Financial
Michigan
$537K – – –
LWM
2190
Lodestone Wealth Management
Washington
$536K +$4.33K +9 +0.8%
QPWM
2191
Quadrant Private Wealth Management
Pennsylvania
$534K +$481 +1 +0.1%
LF
2192
Lee Financial
Texas
$533K – – –
GFWA
2193
Grey Fox Wealth Advisors
Delaware
$533K +$511K +1,061 New
NHT
2194
New Hampshire Trust
New Hampshire
$532K -$12K -25 -2%
OWM
2195
Opes Wealth Management
California
$530K – – –
SPI
2196
Santori & Peters Inc
Pennsylvania
$529K -$13K -27 -2%
TWM
2197
Trueblood Wealth Management
Ohio
$529K -$56.3K -117 -10%
GFA
2198
Gallagher Fiduciary Advisors
Illinois
$529K -$6.74K -14 -1%
HFS
2199
Hoge Financial Services
Pennsylvania
$529K – – –
CMP
2200
Coston McIsaac & Partners
Maine
$527K -$4.33K -9 -0.8%
86 87
88
89 90