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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
2226
Duncker Streett & Co
Missouri
$1.13M +$52K +99 +5%
TCA
2227
Trifecta Capital Advisors
Illinois
$1.13M +$314K +598 +43%
GIM
2228
Goelzer Investment Management
Indiana
$1.13M +$135K +256 +15%
BFA
2229
Beacon Financial Advisory
Ohio
$1.12M -$194K -370 -16%
ACM
2230
Allred Capital Management
Texas
$1.12M +$71.5K +136 +7%
WHG
2231
Westwood Holdings Group
Texas
$1.12M -$58.3K -111 -5%
WHC
2232
Wulff, Hansen & Co
California
$1.12M +$1.03M +1,966 New
RWM
2233
Refined Wealth Management
Utah
$1.11M +$1.05K +2 +0.1%
WMWM
2234
Wilkins Miller Wealth Management
Alabama
$1.11M +$235K +448 +30%
NAAA
2235
New Age Alpha Advisors
New York
$1.11M +$293K +558 +40%
SM
2236
Sensible Money
Arizona
$1.11M -$451K -858 -31%
TFA
2237
Toth Financial Advisory
Virginia
$1.11M -$64.6K -123 -6%
LIA
2238
Lynx Investment Advisory
District of Columbia
$1.11M – – –
CWA
2239
Cura Wealth Advisors
Illinois
$1.11M +$140K +266 +16%
MWA
2240
Motive Wealth Advisors
Michigan
$1.1M +$1.02M +1,944 New
4WM
2241
49 Wealth Management
Texas
$1.1M +$37.8K +72 +4%
AHC
2242
Adell Harriman & Carpenter
Texas
$1.1M +$340K +647 +50%
PSA
2243
Plum Street Advisors
Louisiana
$1.1M +$16.8K +32 +2%
FFA
2244
Fortune Financial Advisors
Kansas
$1.1M -$33.1K -63 -3%
AC
2245
Avenir Corporation
Virginia
$1.1M – – –
BP
2246
Broadleaf Partners
Ohio
$1.09M -$198K -377 -16%
RAS
2247
RPS Advisory Solutions
Kentucky
$1.09M +$231K +439 +30%
SFP
2248
Sherwood Financial Partners
California
$1.09M +$3.15K +6 +0.3%
MFA
2249
Morling Financial Advisors
California
$1.09M – – –
MQWP
2250
Morey & Quinn Wealth Partners
Nebraska
$1.09M +$63.6K +121 +7%
88 89
90
91 92