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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2476
Peterson Financial Group
Iowa
$223K +$209K +511 New
EFN
2477
Equita Financial Network
Pennsylvania
$223K -$35.2K -86 -14%
ACM
2478
Absolute Capital Management
Pennsylvania
$222K +$208K +509 New
MWM
2479
Meritas Wealth Management
California
$222K +$208K +509 New
EWA
2480
Emergent Wealth Advisors
New York
$221K +$208K +507 New
HC
2481
Hamilton Capital
Ohio
$221K +$208K +507 New
CAM
2482
Claret Asset Management
Quebec, Canada
$221K +$208K +507 New
OPPS
2483
Obsidian Personal Planning Solutions
Maryland
$221K -$23.7K -58 -10%
UWPG
2484
Ullmann Wealth Partners Group
Florida
$220K +$206K +503 New
WIM
2485
Waycross Investment Management
Washington
$220K -$88.4K -216 -30%
HA
2486
Hofer & Associates
California
$220K +$206K +503 New
CWP
2487
Concord Wealth Partners
Virginia
$219K +$51.6K +126 +34%
CIS
2488
Continental Investors Services
Washington
$219K +$205K +501 New
AIM
2489
Arcadia Investment Management
Michigan
$219K – – –
PWMG
2490
Prestige Wealth Management Group
New Jersey
$219K – – –
AWA
2491
ARQ Wealth Advisors
Arizona
$218K +$205K +500 New
ECAM
2492
East Coast Asset Management
Massachusetts
$218K +$205K +500 New
MRCM
2493
M&R Capital Management
New Jersey
$218K -$10.2K -25 -5%
RWM
2494
Revisor Wealth Management
Ohio
$217K -$331K -808 -62%
KLI
2495
Kelman-Lazarov Inc
Tennessee
$217K +$203K +496 New
SWM
2496
Silverlake Wealth Management
Vermont
$216K +$203K +495 New
SAM
2497
Seelaus Asset Management
New Jersey
$216K +$203K +495 New
ALWM
2498
Andrews Lucia Wealth Management
California
$216K +$202K +494 New
CIP
2499
Capital Insight Partners
Arizona
$215K +$202K +493 New
HVIA
2500
Hudson Valley Investment Advisors
New York
$215K -$32.8K -80 -14%
98 99
100
101 102