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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2526
PCG Wealth Advisors
Kansas
$587K +$129K +238 +26%
GFP
2527
Gryphon Financial Partners
Ohio
$586K +$15.1K +28 +3%
AP
2528
Appleton Partners
Massachusetts
$585K +$121K +224 +25%
WAM
2529
Weatherly Asset Management
California
$585K +$209K +387 +52%
WFP
2530
Wrenne Financial Planning
Kentucky
$584K +$164K +304 +37%
EWA
2531
ERTS Wealth Advisors
Michigan
$582K -$590K -1,091 -49%
GLA
2532
Great Lakes Advisors
Illinois
$579K -$275K -508 -31%
MPIA
2533
Mountain Pacific Investment Advisers
Idaho
$578K – – –
GCWM
2534
Guided Capital Wealth Management
Texas
$578K – – –
BWM
2535
Brown Wealth Management
Illinois
$574K +$213K +394 +54%
CAG
2536
Centerpoint Advisory Group
Kansas
$574K – – –
IWS
2537
Insight Wealth Strategies
California
$574K +$2.7K +5 +0.4%
TC
2538
Trust Company
Kansas
$574K +$31.9K +59 +6%
WCM
2539
Wealthcare Capital Management
Virginia
$573K -$2.16K -4 -0.4%
LHWM
2540
Lake Hills Wealth Management
Texas
$572K -$223K -413 -27%
CSA
2541
Cottage Street Advisors
Massachusetts
$572K +$190K +351 +46%
BFP
2542
Beacon Financial Planning
Massachusetts
$571K +$1.08K +2 +0.2%
MWM
2543
Mascagni Wealth Management
Mississippi
$571K – – –
HFS
2544
Howard Financial Services
Texas
$571K -$364K -673 -38%
BWM
2545
Buska Wealth Management
Wisconsin
$570K -$2.16K -4 -0.4%
CMP
2546
Coston McIsaac & Partners
Maine
$569K +$8.65K +16 +1%
PWM
2547
Parkshore Wealth Management
California
$565K +$245K +454 +70%
BPC
2548
Bearing Point Capital
Minnesota
$565K – – –
CAM
2549
Campion Asset Management
Virginia
$565K – – –
ERWM
2550
Elk River Wealth Management
Colorado
$565K – – –
100 101
102
103 104