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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
2476
Mach-1 Financial Group
Arkansas
$266K +$254K +554 New
BMC
2477
Benin Management Corp
Connecticut
$264K – – –
IWM
2478
Integris Wealth Management
California
$264K – – –
WIC
2479
Whitegate Investment Counselors
New Hampshire
$264K +$251K +549 New
GPA
2480
Garrison Point Advisors
California
$264K +$13.7K +30 +6%
BA
2481
Ballew Advisors
Mississippi
$264K – – –
LCM
2482
Lazari Capital Management
California
$263K +$2.29K +5 +0.9%
SWM
2483
Seaside Wealth Management
California
$262K -$115K -251 -31%
REMPR
2484
Roof Eidam Maycock Peralta (REMP)
California
$262K – – –
MAM
2485
Morse Asset Management
Connecticut
$262K – – –
MFS
2486
McNamara Financial Services
Massachusetts
$262K – – –
CWM
2487
Chronos Wealth Management
Florida
$260K +$247K +540 New
ICM
2488
IMS Capital Management
Oregon
$259K – – –
MWA
2489
Moser Wealth Advisors
Washington
$259K – – –
HFAS
2490
Hummer Financial Advisory Services
Illinois
$259K -$25.2K -55 -9%
MWP
2491
Moller Wealth Partners
$259K – – –
PCA
2492
Private Capital Advisors
Connecticut
$257K – – –
QPBE
2493
Quintet Private Bank (Europe)
Luxembourg
$256K -$33.9K -74 -14%
CAM
2494
Carret Asset Management
New York
$255K -$16K -35 -6%
PFM
2495
Patton Fund Management
Texas
$255K – – –
SCI
2496
S&CO Inc
Massachusetts
$254K -$36.6K -80 -13%
SIC
2497
Samalin Investment Counsel
New York
$254K +$242K +528 New
SNBOSCI
2498
Security National Bank of Sioux City Iowa
Iowa
$253K -$22.9K -50 -9%
LCGC
2499
Legacy Capital Group California
California
$253K +$915 +2 +0.4%
OPPS
2500
Obsidian Personal Planning Solutions
Maryland
$252K +$19.2K +42 +8%
98 99
100
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