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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
2451
Adell Harriman & Carpenter
Texas
$640K +$271K +500 +73%
WAL
2452
W Advisors LLC
Tennessee
$640K +$122K +226 +23%
HFS
2453
Hoge Financial Services
Pennsylvania
$640K +$39K +72 +6%
FAG
2454
Fortitude Advisory Group
Washington
$639K +$13.5K +25 +2%
TIAAOA
2455
Teachers Insurance & Annuity Association of America
New York
$637K -$97.5K -180 -13%
WTFG
2456
Wells Trecaso Financial Group
Ohio
$637K +$54.2K +100 +9%
SAM
2457
Strategy Asset Managers
California
$636K -$120K -222 -16%
LWM
2458
Lakeridge Wealth Management
Ohio
$635K +$1.08K +2 +0.2%
AIA
2459
AssuredPartners Investment Advisors
Florida
$635K +$638K +1,178 New
FCM
2460
Family Capital Management
Michigan
$634K +$1.08K +2 +0.2%
RCP
2461
Rothschild Capital Partners
New York
$633K -$42.8K -79 -6%
NWM
2462
NRI Wealth Management
California
$633K +$636K +1,175 New
PAIM
2463
Punch & Associates Investment Management
Minnesota
$632K +$569K +1,050 +854%
CAG
2464
Curtis Advisory Group
California
$632K -$144K -266 -18%
NA
2465
Novus Advisors
South Carolina
$631K +$635K +1,172 New
MC
2466
Matisse Capital
Oregon
$631K +$182K +336 +40%
VNA
2467
Valley National Advisers
Pennsylvania
$631K -$50.4K -93 -7%
RPWA
2468
Regent Peak Wealth Advisors
Georgia
$629K – – –
HWMG
2469
Hurlow Wealth Management Group
Indiana
$629K +$50.9K +94 +9%
CWM
2470
Cahaba Wealth Management
Georgia
$628K -$119K -219 -16%
TH
2471
TCTC Holdings
Texas
$627K +$630K +1,163 New
HPBT
2472
Hickory Point Bank & Trust
Illinois
$626K +$629K +1,161 New
PA
2473
Pineridge Advisors
Missouri
$625K -$91K -168 -13%
SKK
2474
Shepherd Kaplan Krochuk
Massachusetts
$625K -$3.79K -7 -0.6%
BHWM
2475
Bar Harbor Wealth Management
New Hampshire
$625K – – –
97 98
99
100 101