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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2601
Cutler Group
California
$203K -$836K -1,826 -81%
PFWA
2602
Paces Ferry Wealth Advisors
Georgia
$203K +$193K +422 New
XSC
2603
X-Square Capital
Puerto Rico
$202K +$201K +439 New
GMFG
2604
Greater Midwest Financial Group
Minnesota
$201K -$74.6K -163 -28%
BZWA
2605
Blue Zone Wealth Advisors
California
$200K +$191K +417 New
NFSG
2606
Newbridge Financial Services Group
Florida
$199K -$235K -514 -55%
USB
2607
Union Savings Bank
Connecticut
$195K – – –
OCM
2608
Orion Capital Management
California
$193K – – –
GPI
2609
General Partner Inc
Pennsylvania
$192K – – –
WFA
2610
Wells Financial Advisors
Massachusetts
$192K – – –
PIA
2611
Powell Investment Advisors
Florida
$186K +$64.5K +141 +57%
IIL
2612
Insight Inv LLC
California
$185K -$16.9K -37 -9%
WC
2613
Westwind Capital
New Mexico
$185K – – –
WWP
2614
WR Wealth Planners
Missouri
$182K +$173K +379 New
PCA
2615
Providence Capital Advisors
North Carolina
$180K +$19.7K +43 +13%
BCV
2616
Banque Cantonale Vaudoise
Switzerland
$175K – – –
DJSG
2617
D.J. St. Germain
Massachusetts
$168K -$9.15K -20 -5%
WBC
2618
West Branch Capital
Massachusetts
$166K +$30.7K +67 +24%
DAM
2619
Delta Asset Management
Tennessee
$165K +$156K +341 +17,050%
PCWA
2620
Pacific Capital Wealth Advisors
California
$164K – – –
IA
2621
IFS Advisors
Kansas
$158K +$61.3K +134 +69%
MIM
2622
MTM Investment Management
South Carolina
$156K +$105K +230 +242%
MSWM
2623
Mowery & Schoenfeld Wealth Management
Illinois
$148K -$8.24K -18 -6%
CAL
2624
Capital Advisors Ltd
Ohio
$145K – – –
AIM
2625
Arcadia Investment Management
Michigan
$145K -$91.5K -200 -40%
103 104
105
106 107