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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2751
Elevated Financial Group
Indiana
$812K +$850K +1,359 New
SA
2752
Stewardship Advisors
Pennsylvania
$809K +$124K +198 +17%
PCMF
2753
Private Capital Management (Florida)
Florida
$805K +$230K +368 +38%
GC
2754
GFG Capital
Florida
$800K +$311K +498 +59%
SIM
2755
Studio Investment Management
Illinois
$800K +$73.2K +117 +10%
IAP
2756
Indie Asset Partners
Indiana
$798K +$10K +16 +1%
KF
2757
Kelsey Financial
California
$798K +$143K +228 +21%
MMCM
2758
Murphy & Mullick Capital Management
New York
$798K +$367K +587 +78%
BWM
2759
Brown Wealth Management
Illinois
$797K +$103K +165 +14%
MWM
2760
Mascagni Wealth Management
Mississippi
$797K +$134K +214 +19%
SCA
2761
Stokes Capital Advisors
South Carolina
$797K – – –
FPN
2762
Financial Planning Navigators
Minnesota
$796K -$56.9K -91 -6%
MSR
2763
Main Street Research
Connecticut
$796K +$512K +819 +160%
IAG
2764
Investmark Advisory Group
Connecticut
$795K +$3.13K +5 +0.4%
HA
2765
Herold Advisors
New York
$795K +$277K +443 +50%
EPW
2766
Endeavor Private Wealth
Kansas
$793K -$18.8K -30 -2%
T
2767
TrueFG
Texas
$792K -$25.6K -41 -3%
GK
2768
Graney & King
New York
$792K +$625 +1 +0.1%
MW
2769
Merited Wealth
Florida
$790K -$40K -64 -5%
MAM
2770
Marquette Asset Management
Minnesota
$790K – – –
IFA
2771
Interactive Financial Advisors
Illinois
$790K +$34.4K +55 +4%
MFG
2772
Midwest Financial Group
Kansas
$788K +$8.76K +14 +1%
PAM
2773
Pegasus Asset Management
New York
$785K -$1.88K -3 -0.2%
VFG
2774
Valley Financial Group
Pennsylvania
$783K +$131K +210 +19%
AF
2775
Amara Financial
California
$783K +$625 +1 +0.1%
109 110
111
112 113