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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
2526
Fortis Group Advisors
New Jersey
$193K +$90.5K +221 +100%
MHR
2527
Matthew Hamilton Rosenberg
$190K -$5.32K -13 -3%
CJ
2528
Caitlin John
Michigan
$188K +$176K +431 New
AWM
2529
Ameliora Wealth Management
Switzerland
$186K +$174K +425 New
IIL
2530
Insight Inv LLC
California
$184K -$9.42K -23 -5%
FWM
2531
Focused Wealth Management
New York
$181K -$625K -1,527 -79%
USB
2532
Union Savings Bank
Connecticut
$177K – – –
OCM
2533
Orion Capital Management
California
$176K – – –
GPI
2534
General Partner Inc
Pennsylvania
$175K – – –
WFA
2535
Wells Financial Advisors
Massachusetts
$175K – – –
RFA
2536
Resurgent Financial Advisors
Georgia
$173K +$3.69K +9 +2%
WC
2537
Westwind Capital
New Mexico
$168K – – –
DJSG
2538
D.J. St. Germain
Massachusetts
$161K +$8.19K +20 +6%
BCV
2539
Banque Cantonale Vaudoise
Switzerland
$159K -$9.01K -22 -6%
PCWA
2540
Pacific Capital Wealth Advisors
California
$149K +$140K +341 New
GTAM
2541
Global Trust Asset Management
Florida
$147K -$4.09K -10 -3%
PCA
2542
Providence Capital Advisors
North Carolina
$145K -$2.46K -6 -2%
MSWM
2543
Mowery & Schoenfeld Wealth Management
Illinois
$142K +$133K +326 New
IF
2544
Integrity Financial
Wyoming
$131K -$1.39M -3,386 -92%
CAL
2545
Capital Advisors Ltd
Ohio
$131K -$3.69K -9 -3%
ACA
2546
American Capital Advisory
Idaho
$128K +$120K +293 New
HWM
2547
Horizons Wealth Management
North Carolina
$128K -$3.69K -9 -3%
SWC
2548
Spectrum Wealth Counsel
Indiana
$127K +$119K +290 New
NFA
2549
Northwest Financial Advisors
Virginia
$126K +$118K +289 New
KFP
2550
Keener Financial Planning
Texas
$124K +$116K +284 New
100 101
102
103 104