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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2651
Potentia Wealth
California
$573K +$66.2K +126 +14%
CGFA
2652
Colton Groome Financial Advisors
North Carolina
$571K – – –
AWAP
2653
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$571K +$529K +1,006 New
GKIM
2654
GW&K Investment Management
Massachusetts
$570K +$24.2K +46 +5%
LFG
2655
Lockerman Financial Group
California
$570K +$33.6K +64 +7%
MCM
2656
MidAtlantic Capital Management
Virginia
$567K – – –
PCM
2657
Payne Capital Management
New York
$563K +$3.15K +6 +0.6%
NWM
2658
Northcape Wealth Management
New York
$562K – – –
LF
2659
LifeSteps Financial
California
$561K – – –
BRG
2660
Bay Rivers Group
Virginia
$560K +$2.1K +4 +0.4%
SDAM
2661
Shulman DeMeo Asset Management
New York
$557K – – –
BLC
2662
Brown, Lisle/Cummings
Rhode Island
$556K +$39.4K +75 +8%
UWPG
2663
Ullmann Wealth Partners Group
Florida
$555K +$12.6K +24 +3%
MAM
2664
MMA Asset Management
Pennsylvania
$555K +$36.3K +69 +8%
NFSG
2665
Newbridge Financial Services Group
Florida
$553K +$39.9K +76 +8%
RFA
2666
ROI Financial Advisors
Oregon
$552K +$8.41K +16 +2%
MG
2667
McHugh Group
Ohio
$551K – – –
PCM
2668
Poehling Capital Management
Wisconsin
$550K – – –
BWM
2669
Brown Wealth Management
Illinois
$549K -$78.8K -150 -13%
PCA
2670
Providence Capital Advisors
North Carolina
$548K -$13.1K -25 -3%
EB
2671
Exchange Bank
California
$548K – – –
WF
2672
Wayfinding Financial
Washington
$547K -$506K -963 -51%
DTC
2673
Davidson Trust Company
Washington
$546K -$6.31K -12 -1%
HWA
2674
Heartwood Wealth Advisors
Virginia
$544K – – –
PWPS
2675
Pinnacle Wealth Planning Services
Ohio
$542K +$502K +955 New
105 106
107
108 109