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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2576
Pinnacle Wealth Management Group
Michigan
$253K +$243K +506 New
NFSG
2577
Newbridge Financial Services Group
Florida
$253K +$43.8K +91 +22%
WIM
2578
Waycross Investment Management
Washington
$252K – – –
O3W
2579
Omni 360 Wealth
New Jersey
$251K +$242K +502 New
SC
2580
Stolper & Co
Oklahoma
$251K -$8.66K -18 -3%
SFC
2581
SYM Financial Corp
Indiana
$251K -$29.4K -61 -11%
AFS
2582
Access Financial Services
Minnesota
$251K +$241K +501 New
AAM
2583
Ascension Asset Management
New York
$250K -$96.2K -200 -29%
ECAM
2584
East Coast Asset Management
Massachusetts
$250K – – –
MYIA
2585
Mount Yale Investment Advisors
Colorado
$249K -$118K -246 -33%
USB
2586
Union Savings Bank
Connecticut
$247K +$41.9K +87 +21%
GMFG
2587
Greater Midwest Financial Group
Minnesota
$246K +$36.1K +75 +18%
UAS
2588
United Asset Strategies
New York
$245K -$9.62K -20 -4%
CVM
2589
Cheviot Value Management
California
$245K +$236K +490 New
LAS
2590
LWM Advisory Services
Florida
$245K – – –
RSVP
2591
Ramsay Stattman Vela & Price
Colorado
$244K -$76K -158 -24%
ORC
2592
O'Rourke & Company
Massachusetts
$243K +$234K +486 New
BZWA
2593
Blue Zone Wealth Advisors
California
$242K +$32.7K +68 +16%
CWM
2594
Chronos Wealth Management
Florida
$242K -$26.9K -56 -10%
E
2595
ETFidea
New York
$240K – – –
JF
2596
Joule Financial
Kentucky
$239K +$8.18K +17 +4%
TLA
2597
Tanglewood Legacy Advisors
Texas
$239K – – –
SHWM
2598
Smith & Howard Wealth Management
Georgia
$239K -$2.89K -6 -1%
PIM
2599
Penobscot Investment Management
Massachusetts
$237K -$24.1K -50 -10%
GCWM
2600
Graham Capital Wealth Management
District of Columbia
$237K – – –
102 103
104
105 106