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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
2301
Herbst Group
Connecticut
$1.57M +$43.5K +70 +3%
AW
2302
Alteri Wealth
California
$1.57M +$52.2K +84 +3%
EA
2303
Evolution Advisers
Virginia
$1.57M +$11.8K +19 +0.8%
W
2304
Wealthquest
Ohio
$1.56M +$1.55M +2,494 New
LWP
2305
LFG Wealth Partners
Kentucky
$1.56M +$1.54M +2,482 New
NAM
2306
NTV Asset Management
West Virginia
$1.56M +$152K +244 +11%
CWMGO
2307
Capstone Wealth Management Group (Oregon)
Oregon
$1.55M -$14.3K -23 -0.9%
PWS
2308
Peterson Wealth Services
Utah
$1.55M +$1.45M +2,338 +1,732%
GSIAS
2309
Garden State Investment Advisory Services
New Jersey
$1.55M +$16.2K +26 +1%
RS
2310
Retirement Solution
Washington
$1.55M +$176K +283 +13%
KNW
2311
Kesler Norman & Wride
Utah
$1.55M +$1.54M +2,472 New
CPW
2312
Catalyst Private Wealth
California
$1.55M +$36.7K +59 +2%
BAWC
2313
Boyce & Associates Wealth Consulting
Texas
$1.55M -$40.4K -65 -3%
IAMOG
2314
Investors Asset Management of Georgia
Georgia
$1.54M -$29.8K -48 -2%
CWM
2315
CIBC World Markets
New York
$1.54M +$1.53M +2,460 New
SPFA
2316
Summit Place Financial Advisors
New Jersey
$1.54M +$16.2K +26 +1%
CS
2317
Capital Square
Tennessee
$1.54M +$29.8K +48 +2%
BGA
2318
Battery Global Advisors
Massachusetts
$1.54M -$15.2M -24,390 -83%
CFA
2319
Cahill Financial Advisors
Minnesota
$1.53M -$20.5K -33 -1%
KFSN
2320
Keystone Financial Services (Nebraska)
Nebraska
$1.53M -$9.32K -15 -0.6%
HFA
2321
Hershey Financial Advisers
Pennsylvania
$1.53M +$193K +310 +15%
DF
2322
Daviman Financial
Indiana
$1.53M +$1.51M +2,434 New
IJWM
2323
Inman Jager Wealth Management
Mississippi
$1.52M -$219K -352 -13%
SWA
2324
Sightline Wealth Advisors
Connecticut
$1.52M -$16.2K -26 -1%
FFWA
2325
Forthright Family Wealth Advisory
Texas
$1.52M +$75.2K +121 +5%
91 92
93
94 95