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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
2251
Johnson Financial Group LLC (Colorado)
Colorado
$2.07M +$303K +454 +18%
WDG
2252
Wealth Dimensions Group
Ohio
$2.07M +$77.3K +116 +4%
CPA
2253
Capital Performance Advisors
California
$2.07M -$329K -493 -14%
TY
2254
Titiun Yejiel
$2.06M – – –
HPIA
2255
Hamilton Point Investment Advisors
North Carolina
$2.06M +$163K +244 +9%
B
2256
Bensler
Washington
$2.05M -$234K -351 -10%
RS
2257
Retirement Solution
Washington
$2.05M -$105K -157 -5%
DC
2258
Darrow Company
Massachusetts
$2.05M – – –
CWWM
2259
Curry Webb Wealth Management
Indiana
$2.04M -$48K -72 -2%
BF
2260
Bonfire Financial
Colorado
$2.04M +$17.3K +26 +0.9%
SHWM
2261
Smith & Howard Wealth Management
Georgia
$2.04M – – –
KWM
2262
KRM Wealth Management
Nevada
$2.04M +$23.3K +35 +1%
OAS
2263
Optivise Advisory Services
Tennessee
$2.04M +$88K +132 +5%
B
2264
BetterWealth
California
$2.04M -$2K -3 -0.1%
SA
2265
Sunesis Advisors
Kansas
$2.04M -$29.3K -44 -1%
LRIA
2266
Leonard Rickey Investment Advisors
Washington
$2.04M -$152K -228 -7%
CC
2267
Cornerstone Capital
California
$2.03M +$667 +1 +0%
BIS
2268
BG Investment Services
Guam
$2.03M +$189K +283 +11%
LWA
2269
LifeGoal Wealth Advisors
New York
$2.02M -$1.33K -2 -0.1%
AFP
2270
Advus Financial Partners
Florida
$2.02M +$1.59M +2,382 +427%
VFIC
2271
Valley Forge Investment Consultants
Pennsylvania
$2.02M +$6K +9 +0.3%
PWS
2272
Peterson Wealth Services
Utah
$2.02M +$22.7K +34 +1%
PCWA
2273
Pacific Capital Wealth Advisors
California
$2.02M -$141K -212 -7%
SC
2274
Solstein Capital
California
$2.02M -$85.3K -128 -4%
TCM
2275
Tradewinds Capital Management
Washington
$2.01M -$32K -48 -2%
89 90
91
92 93