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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
2376
Taylor Financial Group
Virginia
$458K – – –
BMCM
2377
Burns Matteson Capital Management
New York
$457K -$131K -258 -23%
NCM
2378
New Capital Management
Texas
$457K – – –
AC
2379
Addison Capital
Pennsylvania
$456K -$9.15K -18 -2%
PWA
2380
PCG Wealth Advisors
Kansas
$456K +$1.52K +3 +0.3%
PRS
2381
Pinkerton Retirement Specialists
Idaho
$454K +$1.52K +3 +0.3%
AP
2382
Appleton Partners
Massachusetts
$454K -$15.8K -31 -3%
HC
2383
Hamilton Capital
Ohio
$453K +$86.9K +171 +25%
MIM
2384
Moseley Investment Management
Florida
$452K +$13.2K +26 +3%
BZWA
2385
Blue Zone Wealth Advisors
California
$452K +$189K +371 +76%
ACA
2386
American Capital Advisory
Idaho
$451K +$286K +562 +192%
AWM
2387
Aprio Wealth Management
Georgia
$451K -$54.9K -108 -11%
BLC
2388
Brown, Lisle/Cummings
Rhode Island
$451K – – –
SPWG
2389
Syntegra Private Wealth Group
Missouri
$449K – – –
AWM
2390
Accurate Wealth Management
Florida
$448K -$359K -707 -46%
IWP
2391
IAG Wealth Partners
Wisconsin
$447K -$185K -364 -30%
OWA
2392
One Wealth Advisors
California
$447K -$57.4K -113 -12%
PWPS
2393
Pinnacle Wealth Planning Services
Ohio
$444K +$427K +841 New
ACM
2394
Ayrshire Capital Management
Connecticut
$442K – – –
CFO
2395
Colony Family Offices
North Carolina
$441K – – –
MC
2396
Matisse Capital
Oregon
$441K +$35.1K +69 +9%
GMA
2397
Glassy Mountain Advisors
Maryland
$440K – – –
ATC
2398
Advantage Trust Company
Kansas
$438K +$1.02K +2 +0.2%
NWM
2399
Napa Wealth Management
California
$438K +$3.56K +7 +0.9%
FCIM
2400
Fairview Capital Investment Management
California
$438K +$76.2K +150 +22%
94 95
96
97 98