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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2751
Moser Wealth Advisors
Washington
$475K -$17.3K -33 -4%
PCMF
2752
Private Capital Management (Florida)
Florida
$475K – – –
BRWM
2753
Blue Rock Wealth Management
North Carolina
$474K +$5.78K +11 +1%
GMA
2754
Glassy Mountain Advisors
Maryland
$474K – – –
KFP
2755
KMG Fiduciary Partners
Ohio
$472K +$150K +285 +52%
SIAG
2756
Signet Investment Advisory Group
Rhode Island
$471K – – –
MFGM
2757
Marshall Financial Group (Maryland)
Maryland
$469K -$7.44M -14,156 -95%
FWS
2758
FinDec Wealth Services
California
$469K -$74.6K -142 -15%
HWMG
2759
Hurlow Wealth Management Group
Indiana
$468K +$34.2K +65 +9%
MAM
2760
Mullooly Asset Management
New Jersey
$466K +$18.9K +36 +5%
ODFS
2761
O'Donnell Financial Services
California
$466K – – –
DJSG
2762
D.J. St. Germain
Massachusetts
$466K +$166K +316 +63%
SF
2763
Seros Financial
Arizona
$465K +$77.8K +148 +22%
ACS
2764
Archford Capital Strategies
Illinois
$464K +$7.36K +14 +2%
MF
2765
Manchester Financial
California
$464K +$73.6K +140 +21%
IMA
2766
Investment Management Associates
Colorado
$462K +$427K +813 New
MLFP
2767
MPS Loria Financial Planners
Illinois
$461K – – –
RSA
2768
River Street Advisors
Illinois
$461K -$53.1K -101 -11%
SC
2769
Swan Capital
Florida
$461K -$5.26K -10 -1%
PWMG
2770
Prestige Wealth Management Group
New Jersey
$460K +$2.63K +5 +0.6%
IRC
2771
Investors Research Corp
Georgia
$458K – – –
BC
2772
Bulwark Capital
Florida
$458K +$424K +806 New
JPWM
2773
Jamison Private Wealth Management
Georgia
$458K -$246K -468 -37%
BWG
2774
Berry Wealth Group
Texas
$457K -$7.88K -15 -2%
RIS
2775
Richmond Investment Services
Wisconsin
$457K +$174K +332 +70%
109 110
111
112 113