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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2276
GAMMA Investing
California
$848K +$161K +297 +23%
MQWP
2277
Morey & Quinn Wealth Partners
Nebraska
$847K +$852K +1,573 New
FMN
2278
Financial Management Network
California
$847K +$66.1K +122 +9%
AIA
2279
Arcadia Investment Advisors
Idaho
$845K -$120K -221 -12%
BFM
2280
Broadview Financial Management
Wisconsin
$843K +$2.71K +5 +0.3%
DCM
2281
Dimension Capital Management
Florida
$843K – – –
SWA
2282
Strata Wealth Advisors
Texas
$842K +$143K +264 +20%
FPCG
2283
Forum Private Client Group
Indiana
$841K +$24.9K +46 +3%
PDM
2284
Penn Davis McFarland
Texas
$841K – – –
GC
2285
GatePass Capital
Ohio
$840K +$844K +1,558 New
CPIA
2286
Cornell Pochily Investment Advisors
New York
$840K -$26K -48 -3%
SP
2287
Sequent Planning
Nebraska
$839K +$76.9K +142 +10%
S
2288
Sachetta
Massachusetts
$838K -$9.21K -17 -1%
WG
2289
Watchman Group
Texas
$836K +$20K +37 +2%
CCG
2290
Catalina Capital Group
California
$836K +$434K +802 +107%
TFP
2291
Tilia Fiduciary Partners
North Carolina
$834K +$177K +326 +27%
BF
2292
Brogan Financial
Tennessee
$834K +$5.96K +11 +0.7%
SFO
2293
Stenger Family Office
Illinois
$833K +$838K +1,547 New
WFMPM
2294
Woodley Farra Manion Portfolio Management
Indiana
$833K +$542 +1 +0.1%
MLL
2295
Moody Lynn & Lieberson
Massachusetts
$832K +$32.5K +60 +4%
T
2296
Tidemark
California
$832K +$178K +329 +27%
OPPS
2297
Obsidian Personal Planning Solutions
Maryland
$832K +$398K +735 +96%
CSB
2298
City State Bank
Iowa
$831K +$1.08K +2 +0.1%
LA
2299
Lane & Associates
New Jersey
$830K -$8.67K -16 -1%
EFG
2300
Ehrlich Financial Group
California
$829K -$158K -291 -16%
90 91
92
93 94