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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2301
Riversedge Advisors
Delaware
$437K -$13K -27 -3%
JWM
2302
JFG Wealth Management
Colorado
$437K +$421K +874 New
PFA
2303
Pathway Financial Advisers
Indiana
$437K +$37.1K +77 +10%
LWM
2304
Lyell Wealth Management
California
$435K +$419K +871 New
APW
2305
Atlantic Private Wealth
North Carolina
$435K – – –
SIAS
2306
Summit Investment Advisory Services
Minnesota
$434K -$14K -29 -3%
HB
2307
HTLF Bank
Colorado
$434K -$50.5K -105 -11%
TFG
2308
Taylor Financial Group
Virginia
$434K -$2.41K -5 -0.6%
GWM
2309
GDS Wealth Management
Texas
$434K +$24.1K +50 +6%
NCM
2310
New Capital Management
Texas
$433K +$25.5K +53 +7%
HNW
2311
High Note Wealth
Minnesota
$432K -$2.41K -5 -0.6%
PWA
2312
PCG Wealth Advisors
Kansas
$431K – – –
FWP
2313
Falcon Wealth Planning
California
$430K -$280K -581 -40%
PRS
2314
Pinkerton Retirement Specialists
Idaho
$429K +$4.81K +10 +1%
SIG
2315
Sargent Investment Group
Maryland
$428K +$99.1K +206 +32%
FVWA
2316
Foster Victor Wealth Advisors
South Carolina
$427K +$98.6K +205 +33%
BLC
2317
Brown, Lisle/Cummings
Rhode Island
$427K -$14.9K -31 -4%
CFCI
2318
Comprehensive Financial Consultants Institutional
Indiana
$427K +$411K +854 New
SPWG
2319
Syntegra Private Wealth Group
Missouri
$426K -$450K -936 -52%
T
2320
TNF
Montana
$425K -$15.4K -32 -4%
LC
2321
Lincoln Capital
Nebraska
$420K +$128K +265 +46%
HWM
2322
Horizons Wealth Management
North Carolina
$419K +$259K +538 +184%
ACM
2323
Ayrshire Capital Management
Connecticut
$419K – – –
CFO
2324
Colony Family Offices
North Carolina
$418K +$77.5K +161 +24%
VC
2325
Vestor Capital
Illinois
$418K +$57.7K +120 +17%
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93
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