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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2676
Convergence Financial
Missouri
$458K +$11.4K +21 +2%
HI
2677
Harper Investing
California
$457K +$481K +890 New
DWM
2678
DKM Wealth Management
California
$457K – – –
OWP
2679
ORG Wealth Partners
Texas
$457K +$416K +770 +675%
SFS
2680
Stiles Financial Services
Minnesota
$454K – – –
JPLA
2681
Joseph P. Lucia & Associates
New York
$453K – – –
PW
2682
Potentia Wealth
California
$453K – – –
RA
2683
Riversedge Advisors
Delaware
$453K +$1.62K +3 +0.3%
AFA
2684
AllGen Financial Advisors
Florida
$451K +$475K +878 New
OWA
2685
Oak Wealth Advisors
Illinois
$448K +$40.5K +75 +9%
PF
2686
Penney Financial
Texas
$448K +$165K +306 +54%
MWA
2687
Moser Wealth Advisors
Washington
$447K +$218K +404 +87%
SIA
2688
Summit Investment Advisors
Maryland
$446K – – –
TFG
2689
Taylor Financial Group
Virginia
$446K – – –
FC
2690
Forte Capital
New York
$445K -$40.5K -75 -8%
GLR
2691
Great Lakes Retirement
Ohio
$444K -$29.2K -54 -6%
LF
2692
Lighthouse Financial
Florida
$443K – – –
NCM
2693
Nelson Capital Management
California
$442K +$10.3K +19 +2%
MIM
2694
Moseley Investment Management
Florida
$440K +$2.16K +4 +0.5%
JWM
2695
JFG Wealth Management
Colorado
$439K -$841K -1,555 -65%
CI
2696
Ceera Investments
Texas
$439K – – –
PJSIMP
2697
P.J. Schmidt Investment Management (PJS)
Wisconsin
$437K -$25.9K -48 -5%
EPIMS
2698
Evelyn Partners Investment Management Services
$437K +$68.1K +126 +17%
GF
2699
Goodman Financial
Texas
$435K +$458K +847 New
MSWM
2700
Master's Wealth Management
Pennsylvania
$435K +$1.62K +3 +0.4%
106 107
108
109 110