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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
2201
First Trust Direct Indexing
Massachusetts
$617K +$25.4K +50 +4%
RPWA
2202
Regent Peak Wealth Advisors
Georgia
$616K -$33.5K -66 -5%
BFP
2203
Beacon Financial Planning
Massachusetts
$616K +$20.8K +41 +4%
SKK
2204
Shepherd Kaplan Krochuk
Massachusetts
$616K +$508 +1 +0.1%
SFA
2205
Source Financial Advisors
New York
$616K – – –
HCMT
2206
Highland Capital Management (Tennessee)
Tennessee
$615K +$5.08K +10 +0.9%
FAG
2207
Fortitude Advisory Group
Washington
$612K +$3.56K +7 +0.6%
JFA
2208
JNBA Financial Advisors
Minnesota
$612K +$56.4K +111 +11%
BHWM
2209
Bar Harbor Wealth Management
New Hampshire
$612K -$225K -442 -28%
MF
2210
Montis Financial
Massachusetts
$612K -$36.6K -72 -6%
FA
2211
Financial Advisors
Massachusetts
$611K – – –
BWM
2212
Bulltick Wealth Management
Florida
$611K +$587K +1,154 New
RAS
2213
RPS Advisory Solutions
Kentucky
$610K – – –
CIG
2214
Cullen Investment Group
Louisiana
$609K +$82.9K +163 +16%
CAM
2215
Covenant Asset Management
New Jersey
$609K -$12.7K -25 -2%
SIG
2216
Sky Investment Group
Connecticut
$608K – – –
MIM
2217
MTM Investment Management
South Carolina
$607K +$306K +602 +109%
ARG
2218
Advisory Resource Group
Oklahoma
$607K +$1.52K +3 +0.3%
AWM
2219
AAF Wealth Management
Massachusetts
$606K +$2.03K +4 +0.3%
WCA
2220
Waypoint Capital Advisors
Minnesota
$606K +$6.1K +12 +1%
MIS
2221
Morningstar Investment Services
Illinois
$602K -$86.4K -170 -13%
APF
2222
Alaska Permanent Fund
Alaska
$601K – – –
PFG
2223
Pacific Financial Group
Washington
$600K -$6.61K -13 -1%
IAS
2224
IMA Advisory Services
Colorado
$600K +$576K +1,134 New
CI
2225
Cordant Inc
Oregon
$598K +$556K +1,093 +2,733%
87 88
89
90 91