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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
2551
Palo Alto Wealth Advisors
California
$319K +$508 +1 +0.2%
TMWM
2552
Taylor & Morgan Wealth Management
Michigan
$318K -$18.8K -37 -6%
HWP
2553
Heritage Wealth Partners
Ohio
$318K +$4.58K +9 +2%
SLWA
2554
San Luis Wealth Advisors
California
$318K +$307K +603 New
MWA
2555
Merkkuri Wealth Advisors
New York
$317K +$10.2K +20 +3%
BMC
2556
Benin Management Corp
Connecticut
$317K +$25.4K +50 +9%
M1FG
2557
Mach-1 Financial Group
Arkansas
$316K – – –
CVA
2558
Central Valley Advisors
California
$316K +$304K +598 New
PWM
2559
Palumbo Wealth Management
New York
$315K +$11.2K +22 +4%
LC
2560
Lincoln Capital
Nebraska
$315K -$123K -242 -29%
LCM
2561
Lunt Capital Management
Utah
$314K -$508 -1 -0.2%
GTAM
2562
Global Trust Asset Management
Florida
$314K +$87.9K +173 +41%
SP
2563
Successful Portfolios
Florida
$313K +$1.02K +2 +0.3%
RIA
2564
Realta Investment Advisors
Delaware
$313K -$1.63M -3,198 -85%
KCM
2565
KRS Capital Management
Michigan
$312K +$7.63K +15 +3%
WA
2566
Waterford Advisors
New York
$312K -$2.03K -4 -0.7%
EMAM
2567
Encompass More Asset Management
California
$311K +$300K +590 New
SWP
2568
Summit Wealth Partners
Florida
$311K +$508 +1 +0.2%
BA
2569
Ballew Advisors
Mississippi
$310K +$3.56K +7 +1%
RRA
2570
Round Rock Advisors
Connecticut
$309K -$30K -59 -9%
MWP
2571
MYCIO Wealth Partners
Pennsylvania
$309K +$1.52K +3 +0.5%
WBC
2572
West Branch Capital
Massachusetts
$309K +$122K +240 +70%
BFWM
2573
Bright Futures Wealth Management
New York
$309K +$294K +579 New
HCM
2574
Highview Capital Management
Illinois
$309K – – –
JJBC
2575
James J. Burns & Company
New York
$308K – – –
101 102
103
104 105