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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
2476
Newport Capital Group
New Jersey
$308K +$296K +616 New
AWA
2477
Archvest Wealth Advisors
California
$307K +$295K +613 New
IAP
2478
Indie Asset Partners
Indiana
$307K +$295K +614 New
PSB
2479
Piscataqua Savings Bank
New Hampshire
$307K – – –
ECM
2480
Exchange Capital Management
Michigan
$306K +$15.4K +32 +6%
LJAC
2481
L.J. Altfest & Co
New York
$306K +$1.44K +3 +0.5%
IA
2482
Inspire Advisors
Idaho
$305K +$23.6K +49 +9%
PA
2483
Paragon Advisors
Texas
$305K -$110K -229 -27%
PCMC
2484
Paragon Capital Management (Colorado)
Colorado
$305K -$184K -383 -39%
LFG
2485
Lockerman Financial Group
California
$304K -$7.22K -15 -2%
LCM
2486
Lazari Capital Management
California
$304K +$29.4K +61 +11%
IWM
2487
Integris Wealth Management
California
$304K +$27.4K +57 +10%
MWM
2488
Mattern Wealth Management
Kansas
$302K – – –
CWM
2489
CCG Wealth Management
California
$300K +$14.4K +30 +5%
M1FG
2490
Mach-1 Financial Group
Arkansas
$300K +$21.7K +45 +8%
LI
2491
Lafayette Investments
Maryland
$299K +$1.44K +3 +0.5%
CCG
2492
Capital CS Group
California
$299K +$287K +597 New
BA
2493
Ballew Advisors
Mississippi
$298K +$9.62K +20 +4%
WA
2494
Waterford Advisors
New York
$298K +$2.41K +5 +0.8%
LCM
2495
Lunt Capital Management
Utah
$298K – – –
PAWA
2496
Palo Alto Wealth Advisors
California
$297K -$53.4K -111 -16%
HWP
2497
Heritage Wealth Partners
Ohio
$297K +$19.2K +40 +7%
SP
2498
Successful Portfolios
Florida
$296K +$1.44K +3 +0.5%
OPWM
2499
Oxinas Partners Wealth Management
Indiana
$296K +$3.85K +8 +1%
AFP
2500
Advus Financial Partners
Florida
$296K – – –
98 99
100
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