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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2351
TCFG Wealth Management
California
$932K +$434K +825 +101%
LWMM
2352
Legacy Wealth Management (Mississippi)
Mississippi
$932K – – –
WN
2353
Williams & Novak
California
$930K – – –
WMS
2354
Wealth Management Strategies
Pennsylvania
$927K – – –
M
2355
MATAURO
New York
$926K -$1.58K -3 -0.2%
DFG
2356
Dupree Financial Group
Kentucky
$925K -$11K -21 -1%
FCG
2357
Financial Connections Group
California
$924K -$26.8K -51 -3%
CFG
2358
Carter Financial Group
Illinois
$923K +$854K +1,625 New
FNT
2359
First Nebraska Trust
Nebraska
$922K – – –
PFA
2360
Pathway Financial Advisors
Vermont
$919K +$9.46K +18 +1%
SP
2361
Sequent Planning
Nebraska
$919K +$7.88K +15 +0.9%
CCA
2362
Carrera Capital Advisors
Michigan
$919K -$74.1K -141 -8%
ACP
2363
Arcus Capital Partners
Georgia
$918K -$35.7K -68 -4%
RPSA
2364
Richard P. Slaughter Associates
Texas
$916K -$48.9K -93 -5%
ACA
2365
Anchor Capital Advisors
Massachusetts
$916K +$372K +708 +78%
ACIM
2366
Azimuth Capital Investment Management
Michigan
$915K -$26.3K -50 -3%
BF
2367
Brogan Financial
Tennessee
$914K +$4.2K +8 +0.5%
PHWM
2368
Pine Harbor Wealth Management
Maryland
$913K +$6.31K +12 +0.8%
SWP
2369
Strategic Wealth Partners
Ohio
$912K +$844K +1,605 New
CT
2370
Colonial Trust
South Carolina
$908K -$5.26K -10 -0.6%
WA
2371
Wealth Alliance
New York
$908K +$62.5K +119 +8%
MF
2372
Montis Financial
Massachusetts
$907K -$143K -273 -15%
LWA
2373
LifeGoal Wealth Advisors
New York
$906K -$712K -1,354 -46%
WCM
2374
Washington Capital Management
Washington
$905K +$9.46K +18 +1%
KFI
2375
Key Financial Inc
Pennsylvania
$900K -$47.8K -91 -5%
93 94
95
96 97