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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2576
Boulder Wealth Advisors
Colorado
$214K +$204K +445 New
MAC
2577
Mason & Associates (California)
California
$214K +$204K +445 New
FA
2578
Fiduciary Alliance
South Carolina
$214K +$204K +445 New
MHR
2579
Matthew Hamilton Rosenberg
$214K +$4.58K +10 +2%
TPWM
2580
Twelve Points Wealth Management
Massachusetts
$213K +$203K +444 New
CJ
2581
Caitlin John
Michigan
$213K +$5.03K +11 +3%
HHGA
2582
Halbert Hargrove Global Advisors
California
$213K -$42.1K -92 -17%
SFWA
2583
Summit Financial Wealth Advisors
Louisiana
$213K +$202K +442 New
ASC
2584
Atalanta Sosnoff Capital
New York
$212K +$202K +441 New
NWM
2585
Northcape Wealth Management
New York
$212K +$201K +440 New
MCIA
2586
Mountain Capital Investment Advisors
Colorado
$211K -$56.3K -123 -22%
ETS
2587
ESL Trust Services
New York
$211K +$201K +439 New
FWM
2588
Focused Wealth Management
New York
$211K +$11K +24 +6%
FF
2589
Fluent Financial
Texas
$211K -$10.5K -23 -5%
KLI
2590
Kelman-Lazarov Inc
Tennessee
$209K -$27.9K -61 -12%
TCOK
2591
Trust Company of Kansas
Kansas
$209K +$199K +435 New
OWG
2592
Oxford Wealth Group
Florida
$208K +$198K +433 New
LFA
2593
Laraway Financial Advisors
Minnesota
$208K +$198K +433 New
TC
2594
Trust Company
Kansas
$207K +$102K +222 +107%
PGAM
2595
Princeton Global Asset Management
New Jersey
$206K -$21.5K -47 -10%
DI
2596
DAGCO Inc
Ohio
$205K +$195K +427 New
EMAM
2597
Encompass More Asset Management
California
$205K +$195K +426 New
BI
2598
Ballast Inc
Kentucky
$205K +$195K +426 New
GTAM
2599
Global Trust Asset Management
Florida
$205K +$40.7K +89 +26%
TFA
2600
Tobias Financial Advisors
Florida
$205K +$195K +426 New
102 103
104
105 106