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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
2426
OneAscent Family Office
Alabama
$686K +$722K +1,335 New
HFS
2427
Hantz Financial Services
Michigan
$682K +$412K +762 +135%
CWM
2428
Cahill Wealth Management
Michigan
$681K +$2.16K +4 +0.3%
AF
2429
Amara Financial
California
$680K -$5.41K -10 -0.8%
FCM
2430
Firestone Capital Management
Florida
$679K +$14.6K +27 +2%
SFS
2431
Sharp Financial Services
Pennsylvania
$677K +$94.1K +174 +15%
RFA
2432
Reyes Financial Architecture
California
$675K +$65.4K +121 +10%
FMN
2433
Financial Management Network
California
$674K -$54.1K -100 -6%
GFG
2434
Greenberg Financial Group
Arizona
$673K +$609K +1,127 New
DP
2435
Dearborn Partners
Illinois
$673K +$15.1K +28 +2%
BOPW
2436
Brandywine Oak Private Wealth
Pennsylvania
$668K – – –
HCMG
2437
Howard Capital Management Group
California
$666K +$541 +1 +0.1%
CPWA
2438
Cerro Pacific Wealth Advisors
California
$666K -$43.8K -81 -6%
LNB
2439
Ledyard National Bank
$665K -$24.9K -46 -3%
OWM
2440
Opes Wealth Management
California
$665K -$16.2K -30 -2%
AHC
2441
Adell Harriman & Carpenter
Texas
$665K +$56.8K +105 +9%
CIAS
2442
CBIZ Investment Advisory Services
Ohio
$663K – – –
FWM
2443
Focused Wealth Management
New York
$663K +$483K +893 +224%
GC
2444
GFG Capital
Florida
$663K +$101K +187 +17%
WDC
2445
Woodward Diversified Capital
California
$662K +$8.11K +15 +1%
SRCM
2446
Signature Resources Capital Management
California
$661K +$166K +308 +31%
EB
2447
Emprise Bank
Kansas
$661K – – –
SWMG
2448
Signature Wealth Management Group
Georgia
$660K +$16.8K +31 +2%
FAM
2449
Formidable Asset Management
Ohio
$660K -$11.9K -22 -2%
WWM
2450
Whalen Wealth Management
Nevada
$658K -$596K -1,103 -46%
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98
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