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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2251
Wells Trecaso Financial Group
Ohio
$571K -$28K -55 -5%
FCFC
2252
First Citizens Financial Corp
Iowa
$570K – – –
BRG
2253
Bay Rivers Group
Virginia
$570K – – –
CRC
2254
Curi RMB Capital
Illinois
$569K +$20.8K +41 +4%
AIA
2255
Armor Investment Advisors
North Carolina
$569K – – –
DWMS
2256
Dominguez Wealth Management Solutions
Virginia
$568K +$508 +1 +0.1%
MAM
2257
MMA Asset Management
Pennsylvania
$568K +$267K +525 +73%
6F
2258
626 Financial
Michigan
$568K +$1.52K +3 +0.3%
HWMG
2259
Hurlow Wealth Management Group
Indiana
$566K -$10.7K -21 -2%
NHT
2260
New Hampshire Trust
New Hampshire
$561K – – –
HIC
2261
Holderness Investments Company
North Carolina
$559K +$74.7K +147 +16%
SPI
2262
Santori & Peters Inc
Pennsylvania
$558K -$508 -1 -0.1%
VDBMI
2263
Van Den Berg Management I
Texas
$558K -$96.6K -190 -15%
LWAM
2264
Legacy Wealth Asset Management
Minnesota
$558K +$4.07K +8 +0.8%
GLR
2265
Great Lakes Retirement
Ohio
$557K -$13.7K -27 -3%
HG
2266
Harbor Group
New Hampshire
$557K -$23.9K -47 -4%
AIFAIM
2267
American Institute for Advanced Investment Management
Arizona
$556K -$45.7K -90 -8%
LWM
2268
Lodestone Wealth Management
Washington
$555K -$10.2K -20 -2%
WPC
2269
White Pine Capital
Minnesota
$554K – – –
LWM
2270
Laidlaw Wealth Management
New York
$553K +$12.2K +24 +2%
PFP
2271
Paragon Financial Partners
California
$551K +$77.8K +153 +17%
OFP
2272
OLIO Financial Planning
Virginia
$550K – – –
MTIC
2273
Missouri Trust & Investment Company
Missouri
$548K – – –
OMC
2274
Overbrook Management Corp
New York
$548K -$399K -785 -43%
TCA
2275
Trifecta Capital Advisors
Illinois
$548K – – –
89 90
91
92 93