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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
2726
Intelligence Driven Advisers
California
$821K +$117K +188 +17%
AF
2727
Amara Financial
California
$821K -$6.21K -10 -0.8%
TMWM
2728
Taylor & Morgan Wealth Management
Michigan
$820K +$416K +670 +105%
PMSA
2729
Patrick M. Sweeney & Associates
Illinois
$820K +$603K +970 +288%
SRWM
2730
Shira Ridge Wealth Management
California
$819K -$59K -95 -7%
MFG
2731
Midwest Financial Group
Kansas
$818K +$31.7K +51 +4%
LA
2732
Lakeside Advisors
Washington
$818K +$280K +450 +53%
MWM
2733
Manske Wealth Management
Texas
$816K +$96.3K +155 +14%
CT
2734
Colonial Trust
South Carolina
$815K -$159K -256 -16%
HCMG
2735
Howard Capital Management Group
California
$815K +$1.24K +2 +0.2%
BFA
2736
Ballast Financial Advisors
Pennsylvania
$813K +$805K +1,296 New
GKIM
2737
GW&K Investment Management
Massachusetts
$812K +$491K +790 +157%
FAC
2738
Financial Advisory Corporation
Michigan
$810K -$18K -29 -2%
LWM
2739
Lakeridge Wealth Management
Ohio
$809K +$3.11K +5 +0.4%
EB
2740
Emprise Bank
Kansas
$808K +$1.24K +2 +0.2%
TIAAOA
2741
Teachers Insurance & Annuity Association of America
New York
$807K +$154K +248 +24%
CAM
2742
Concorde Asset Management
Michigan
$806K +$52.2K +84 +7%
CWM
2743
Cranbrook Wealth Management
Michigan
$806K +$13.1K +21 +2%
UFPG
2744
United Financial Planning Group
New York
$806K -$1.23M -1,972 -61%
FCM
2745
Firestone Capital Management
Florida
$804K +$2.49K +4 +0.3%
HFM
2746
Hartford Financial Management
Connecticut
$803K +$4.35K +7 +0.5%
EWP
2747
Evergreen Wealth Partners
Montana
$803K +$796K +1,281 New
GWM
2748
GDS Wealth Management
Texas
$801K +$82K +132 +12%
BI
2749
Beckerman Institutional
New Jersey
$801K – – –
WA
2750
Walsh & Associates
Florida
$800K +$792K +1,275 New
108 109
110
111 112