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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2601
Lantern Wealth Advisors
New York
$236K – – –
BMWM
2602
Brown Miller Wealth Management
Virginia
$236K – – –
MSA
2603
Marino Stram & Associates
Massachusetts
$236K -$5.77K -12 -2%
KWA
2604
Kellett Wealth Advisors
Ohio
$235K -$117K -244 -34%
PWMG
2605
Prestige Wealth Management Group
New Jersey
$235K -$17.8K -37 -7%
CIS
2606
Continental Investors Services
Washington
$233K -$9.62K -20 -4%
QC
2607
QCM Cayman
Texas
$233K +$4.81K +10 +2%
CWA
2608
Centennial Wealth Advisory
Michigan
$232K -$897K -1,864 -80%
TB
2609
Treynor Bancshares
Iowa
$232K +$223K +464 New
AG
2610
Advocate Group
Minnesota
$232K – – –
ASFA
2611
All Season Financial Advisors
Colorado
$231K +$222K +462 New
SA
2612
Sage Advisors
Colorado
$231K – – –
TIA
2613
Tiemann Investment Advisors
California
$231K – – –
RA
2614
Riverstone Advisors
Texas
$230K +$221K +460 New
CE
2615
Cornerstone Enterprises
Wisconsin
$229K +$481 +1 +0.2%
GB
2616
Goepper Burkhardt
South Carolina
$229K – – –
MKA
2617
M. Kulyk & Associates
Georgia
$228K -$8.18K -17 -4%
PWMG
2618
Private Wealth Management Group
New Jersey
$227K +$219K +455 New
NL
2619
NDWM LLC
California
$227K – – –
DI
2620
Disciplined Investments
Oklahoma
$226K +$218K +453 New
AFA
2621
American Financial Advisors
Georgia
$226K – – –
WCM
2622
Windsor Capital Management
Arizona
$226K – – –
FA
2623
Fiduciary Alliance
South Carolina
$225K +$962 +2 +0.4%
HHGA
2624
Halbert Hargrove Global Advisors
California
$225K +$3.85K +8 +2%
WCMN
2625
Westchester Capital Management (Nebraska)
Nebraska
$225K -$6.74K -14 -3%
103 104
105
106 107