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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2501
Penobscot Investment Management
Massachusetts
$252K – – –
CWP
2502
Concord Wealth Partners
Virginia
$251K +$9.15K +20 +4%
SAM
2503
Seelaus Asset Management
New Jersey
$250K +$11.9K +26 +5%
KWM
2504
Kolinsky Wealth Management
New Jersey
$250K +$238K +520 New
SC
2505
Stolper & Co
Oklahoma
$250K – – –
CAM
2506
Claret Asset Management
Quebec, Canada
$250K +$6.41K +14 +3%
AHC
2507
Adell Harriman & Carpenter
Texas
$250K – – –
UL
2508
Unionview LLC
Washington
$250K +$1.37K +3 +0.6%
I2I
2509
Insight 2811 Inc
Illinois
$249K – – –
KC
2510
Kingfisher Capital
North Carolina
$248K – – –
BG
2511
Benedetti & Gucer
Georgia
$247K +$235K +513 New
SM
2512
Sweeney & Michel
California
$246K +$234K +511 New
UAS
2513
United Asset Strategies
New York
$246K +$234K +511 New
MWM
2514
Meritas Wealth Management
California
$245K – – –
EWA
2515
Emergent Wealth Advisors
New York
$244K – – –
JSC
2516
Jackson Square Capital
California
$243K +$12.8K +28 +6%
PBF
2517
Petix & Botte Financial
California
$243K -$231K -505 -50%
PWMG
2518
Prestige Wealth Management Group
New Jersey
$243K +$2.29K +5 +1%
NPFS
2519
Novak & Powell Financial Services
Florida
$242K -$5.95K -13 -3%
HWP
2520
Heritage Wealth Partners
Ohio
$242K – – –
CL
2521
CIM LLC
New York
$242K – – –
ACM
2522
Absolute Capital Management
Pennsylvania
$242K -$2.75K -6 -1%
HA
2523
Hofer & Associates
California
$242K – – –
WIM
2524
Waycross Investment Management
Washington
$242K – – –
RAG
2525
RIA Advisory Group
Iowa
$241K +$229K +501 New
99 100
101
102 103