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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2351
Colony Family Offices
North Carolina
$294K – – –
SCM
2352
Stonehearth Capital Management
Massachusetts
$294K – – –
MWS
2353
Maxwell Wealth Strategies
California
$294K +$275K +672 New
LFG
2354
Lockerman Financial Group
California
$293K -$2.05K -5 -0.7%
CBA
2355
Coastal Bridge Advisors
Connecticut
$293K +$274K +670 New
FM
2356
Foster & Motley
Ohio
$292K -$25.8K -63 -9%
RA
2357
Rodgers & Associates
Pennsylvania
$292K +$4.09K +10 +2%
GLA
2358
Great Lakes Advisors
Illinois
$291K +$6.14K +15 +2%
AFS
2359
Access Financial Services
Minnesota
$290K -$49.5K -121 -15%
SOAG
2360
Silver Oak Advisory Group
Oregon
$288K -$9.42K -23 -3%
SWA
2361
Strata Wealth Advisors
Texas
$288K +$37.3K +91 +16%
CWA
2362
Cornerstone Wealth Advisors
Minnesota
$287K – – –
GWAM
2363
Guardian Wealth Advisors (Minnesota)
Minnesota
$285K +$2.87K +7 +1%
SIG
2364
Sargent Investment Group
Maryland
$285K – – –
PFA
2365
Pathway Financial Advisers
Indiana
$285K +$43.8K +107 +20%
AT
2366
Arden Trust
Delaware
$283K -$41.8K -102 -14%
NWM
2367
NRI Wealth Management
California
$283K +$266K +649 New
ACA
2368
Affinity Capital Advisors
California
$282K +$1.64K +4 +0.6%
CI
2369
Ceera Investments
Texas
$282K – – –
TFP
2370
Triune Financial Partners
Kansas
$281K -$79.4K -194 -23%
NLP
2371
Next Level Private
New York
$280K – – –
JE
2372
JMAC Enterprises
Pennsylvania
$280K +$2.46K +6 +0.9%
CIC
2373
Chilton Investment Company
Connecticut
$280K – – –
MWM
2374
Mattern Wealth Management
Kansas
$280K +$262K +641 New
PCG
2375
Prosperity Consulting Group
Maryland
$278K +$47.1K +115 +22%
93 94
95
96 97