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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2601
Willner & Heller
California
$289K +$70.7K +139 +34%
MFG
2602
Monumental Financial Group
Maryland
$289K +$278K +547 New
CAM
2603
Carret Asset Management
New York
$288K – – –
REMPR
2604
Roof Eidam Maycock Peralta (REMP)
California
$288K – – –
EK
2605
Evensky & Katz
Florida
$288K +$14.2K +28 +5%
DSA
2606
Droms Strauss Advisors
Missouri
$288K +$508 +1 +0.2%
MFG
2607
Midwest Financial Group
Kansas
$286K +$12.7K +25 +5%
MFS
2608
McNamara Financial Services
Massachusetts
$286K -$1.02K -2 -0.4%
DI
2609
DAGCO Inc
Ohio
$286K +$5.59K +11 +2%
GWP
2610
Gen-Wealth Partners
Michigan
$286K -$21.9K -43 -7%
JWM
2611
JGP Wealth Management
Oregon
$285K +$71.2K +140 +35%
HFAS
2612
Hummer Financial Advisory Services
Illinois
$285K – – –
ICM
2613
IMS Capital Management
Oregon
$284K – – –
MWP
2614
Moller Wealth Partners
$284K – – –
PEA
2615
Park Edge Advisors
Ohio
$282K – – –
PCA
2616
Private Capital Advisors
Connecticut
$282K – – –
LCGC
2617
Legacy Capital Group California
California
$281K – – –
MAM
2618
Morse Asset Management
Connecticut
$280K – – –
PFM
2619
Patton Fund Management
Texas
$280K – – –
EWA
2620
Emergent Wealth Advisors
New York
$278K +$3.05K +6 +1%
SM
2621
Sweeney & Michel
California
$276K +$1.02K +2 +0.4%
JFGLC
2622
Johnson Financial Group LLC (Colorado)
Colorado
$276K +$266K +523 New
DA
2623
Drake & Associates
Wisconsin
$276K +$266K +523 New
RL
2624
Rogco LP
Oklahoma
$275K – – –
UL
2625
Unionview LLC
Washington
$275K +$1.02K +2 +0.4%
103 104
105
106 107