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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2201
Cornerstone Capital
California
$1.8M – – –
KLI
2202
Kelman-Lazarov Inc
Tennessee
$1.8M +$33.6K +54 +2%
GWA
2203
Geometric Wealth Advisors
District of Columbia
$1.79M -$209K -337 -11%
CFP
2204
Cascade Financial Partners
California
$1.79M +$11.2K +18 +0.6%
CTA
2205
Camelot Technology Advisors
California
$1.79M +$1.36M +2,185 +330%
HWM
2206
Hassell Wealth Management
Louisiana
$1.78M -$79.5K -128 -4%
MWP
2207
Meridian Wealth Partners
Pennsylvania
$1.78M -$423K -680 -19%
MEG
2208
Millstone Evans Group
Colorado
$1.78M +$602K +968 +52%
CG
2209
Corundum Group
Colorado
$1.77M +$30.5K +49 +2%
PPWP
2210
Premier Path Wealth Partners
New Jersey
$1.77M -$117K -188 -6%
5NPW
2211
55 North Private Wealth
Florida
$1.77M +$1.75M +2,823 New
MA
2212
MONECO Advisors
Connecticut
$1.77M -$28K -45 -2%
AWS
2213
Arkfeld Wealth Strategies
Nebraska
$1.77M -$1.24K -2 -0.1%
HCM
2214
HMS Capital Management
Tennessee
$1.77M -$22.4K -36 -1%
BCM
2215
Bourgeon Capital Management
Connecticut
$1.77M +$1.24K +2 +0.1%
MQWP
2216
Morey & Quinn Wealth Partners
Nebraska
$1.77M +$372K +599 +27%
SP
2217
Sequent Planning
Nebraska
$1.77M +$449K +722 +34%
VFP
2218
Vilga Financial Planning
New Jersey
$1.76M +$1.74M +2,799 New
PAG
2219
Paladin Advisory Group
Iowa
$1.75M -$83.3K -134 -5%
HPIA
2220
Hamilton Point Investment Advisors
North Carolina
$1.75M -$31.1K -50 -2%
HPC
2221
HM Payson & Co
Maine
$1.75M +$417K +671 +32%
MWM
2222
MOKAN Wealth Management
Kansas
$1.75M +$255K +411 +17%
SFG
2223
Sather Financial Group
Texas
$1.74M +$129K +208 +8%
LCS
2224
Levin Capital Strategies
New York
$1.74M – – –
CWP
2225
Concord Wealth Partners
Virginia
$1.74M -$8.7K -14 -0.5%
87 88
89
90 91