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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2501
Swisher Financial Concepts
Ohio
$294K – – –
SWP
2502
Summit Wealth Partners
Florida
$294K +$13.5K +28 +5%
HCM
2503
Highview Capital Management
Illinois
$293K +$282K +585 New
JJBC
2504
James J. Burns & Company
New York
$292K +$45.2K +94 +19%
MWP
2505
MYCIO Wealth Partners
Pennsylvania
$292K -$11.5K -24 -4%
MWA
2506
Merkkuri Wealth Advisors
New York
$291K +$280K +581 New
OFW
2507
Omnia Family Wealth
Florida
$290K +$278K +577 New
GWP
2508
Gen-Wealth Partners
Michigan
$290K -$12.5K -26 -4%
GPA
2509
Garrison Point Advisors
California
$290K +$14.4K +30 +5%
RFA
2510
Resurgent Financial Advisors
Georgia
$290K +$279K +579 New
CCG
2511
Catalina Capital Group
California
$289K -$962 -2 -0.3%
NCM
2512
Nelson Capital Management
California
$289K +$51K +106 +23%
KCM
2513
KRS Capital Management
Michigan
$289K – – –
WW
2514
Westshore Wealth
California
$288K -$318K -661 -53%
KFP
2515
KMG Fiduciary Partners
Ohio
$288K -$5.29K -11 -2%
PWM
2516
Palumbo Wealth Management
New York
$288K – – –
IFPG
2517
Intrepid Financial Planning Group
Indiana
$287K – – –
CIS
2518
Connors Investor Services
Pennsylvania
$286K – – –
HP
2519
Hilltop Partners
Indiana
$285K +$274K +570 New
EL
2520
EMFO LLC
Florida
$283K -$111K -230 -29%
CF
2521
Cyr Financial
Illinois
$283K +$272K +565 New
DWA
2522
Delap Wealth Advisory
Oregon
$281K -$1.66M -3,447 -86%
SHFA
2523
SC&H Financial Advisors
Maryland
$280K +$54.9K +114 +26%
CHP
2524
Cable Hill Partners
Oregon
$279K +$267K +555 New
MLA
2525
My Legacy Advisors
Oregon
$279K -$42.3K -88 -14%
99 100
101
102 103