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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2701
Blue Zone Wealth Advisors
California
$431K -$30.9K -57 -7%
WF
2702
Whelan Financial
California
$430K +$4.88K +9 +1%
IWP
2703
IAG Wealth Partners
Wisconsin
$429K -$27.6K -51 -6%
NCM
2704
Noesis Capital Mangement
Florida
$429K -$103K -191 -19%
OWA
2705
Oak Wealth Advisors
Illinois
$429K +$431K +796 New
CAM
2706
Columbia Asset Management
Michigan
$428K +$542 +1 +0.1%
KC
2707
Kades & Cheifetz
Pennsylvania
$427K +$429K +792 New
BPW
2708
Bingham Private Wealth
California
$427K +$429K +792 New
TR
2709
Tepp RIA
New Jersey
$426K +$428K +791 New
ODFS
2710
O'Donnell Financial Services
California
$426K +$1.63K +3 +0.4%
PCM
2711
Pennsylvania Capital Management
Pennsylvania
$425K – – –
LA
2712
Lifeworks Advisors
Michigan
$425K +$4.88K +9 +1%
ACM
2713
Avalon Capital Management
California
$424K – – –
MLFP
2714
MPS Loria Financial Planners
Illinois
$424K +$1.08K +2 +0.3%
MPM
2715
Meritage Portfolio Management
Kansas
$424K -$542 -1 -0.1%
PEA
2716
Park Edge Advisors
Ohio
$424K +$136K +251 +47%
PAM
2717
Pegasus Asset Management
New York
$421K – – –
LFA
2718
Legacy Financial Advisors
Kentucky
$420K +$422K +780 New
PP
2719
Pacifica Partners
Canada
$420K -$14.1K -26 -3%
WGCA
2720
Wolf Group Capital Advisors
Virginia
$417K – – –
SEM
2721
Suncoast Equity Management
Florida
$416K +$17.9K +33 +4%
PJWM
2722
Philip James Wealth Mangement
Georgia
$415K +$418K +771 New
AAA
2723
Adams Asset Advisors
Texas
$415K – – –
PMG
2724
ProVise Management Group
Florida
$415K -$4.35M -8,032 -91%
DF
2725
Define Financial
California
$414K +$416K +768 New
107 108
109
110 111