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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
2701
Philip James Wealth Mangement
Georgia
$576K +$99.6K +169 +22%
HBS
2702
Howard Bailey Securities
Indiana
$575K +$210K +357 +61%
CRFG
2703
Columbia River Financial Group
Washington
$575K – – –
PFO
2704
PMG Family Office
Texas
$574K +$551K +935 New
KFSC
2705
Keystone Financial Services (Colorado)
Colorado
$573K +$589 +1 +0.1%
EFMH
2706
E Fund Management (HK)
Hong Kong
$573K – – –
NCM
2707
NCM Capital Management
New Jersey
$571K -$101K -172 -16%
HWM
2708
Horizons Wealth Management
North Carolina
$570K -$3.54K -6 -0.6%
PFA
2709
Pillar Financial Advisors
Kentucky
$568K – – –
CPC
2710
Cookson Peirce & Co
Pennsylvania
$567K +$546K +926 New
AC
2711
Addison Capital
Pennsylvania
$567K -$2.36K -4 -0.4%
EIA
2712
Eldridge Investment Advisors
New Hampshire
$567K -$11.2K -19 -2%
WHCFA
2713
William Howard & Co Financial Advisors
Tennessee
$567K -$91.4K -155 -14%
AIFAIM
2714
American Institute for Advanced Investment Management
Arizona
$565K – – –
DCBT
2715
Dakota Community Bank & Trust
North Dakota
$565K – – –
SWIG
2716
Strategic Wealth Investment Group
Kentucky
$564K +$528K +895 +3,442%
VBFG
2717
Vishria Bird Financial Group
Tennessee
$563K +$82.5K +140 +18%
SIM
2718
Studio Investment Management
Illinois
$563K +$23K +39 +4%
SIG
2719
Sky Investment Group
Connecticut
$562K – – –
HBW
2720
Hazlett, Burt & Watson
West Virginia
$559K +$18.3K +31 +4%
TI
2721
tru Independence
Oregon
$558K +$589 +1 +0.1%
VBA
2722
von Borstel & Associates
Oregon
$557K +$525K +890 New
SSWM
2723
Strait & Sound Wealth Management
California
$555K -$9.43K -16 -2%
PW
2724
Potentia Wealth
California
$555K -$60.1K -102 -10%
DCA
2725
DSG Capital Advisors
Minnesota
$555K – – –
107 108
109
110 111