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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
2776
Strategic Wealth Investment Group
Kentucky
$380K -$136K -252 -26%
SOAMC
2777
Spirit of America Management Corp
New York
$379K +$22.2K +41 +6%
NJIM
2778
Nabity-Jensen Investment Management
Nebraska
$378K +$12.5K +23 +3%
EAM
2779
Empirical Asset Management
Massachusetts
$378K +$2.17K +4 +0.6%
SFP
2780
Strategic Financial Planning
Texas
$377K -$22.7K -42 -6%
KDA
2781
Kraft Davis & Associates
Missouri
$376K +$152K +280 +70%
CCP
2782
Cushing Capital Partners
Wisconsin
$375K +$377K +696 New
BA
2783
Bellwether Advisors
Nebraska
$375K – – –
DRP
2784
Decker Retirement Planning
Utah
$375K +$376K +695 New
JE
2785
JMAC Enterprises
Pennsylvania
$375K +$14.6K +27 +4%
WCMN
2786
Westchester Capital Management (Nebraska)
Nebraska
$374K +$95.9K +177 +34%
BRWM
2787
Blue Rock Wealth Management
North Carolina
$374K +$376K +694 New
PWM
2788
Pines Wealth Management
North Carolina
$374K +$379K +700 New
SVWG
2789
Shared Vision Wealth Group
United States
$373K +$9.75K +18 +3%
CL
2790
CIM LLC
New York
$373K – – –
ME
2791
McIlrath & Eck
Washington
$373K – – –
WIC
2792
Whitegate Investment Counselors
New Hampshire
$372K +$22.2K +41 +6%
BWA
2793
Bestgate Wealth Advisors
Maryland
$372K +$374K +690 New
CCAL
2794
City Center Advisors LLC
Michigan
$371K +$11.9K +22 +3%
MWS
2795
MFA Wealth Services
California
$371K +$373K +689 New
SWP
2796
Semus Wealth Partners
Florida
$370K -$2.17K -4 -0.6%
MAM
2797
MMA Asset Management
Pennsylvania
$370K -$301K -555 -45%
NLP
2798
Next Level Private
New York
$369K +$8.67K +16 +2%
KCAM
2799
Kagan Cocozza Asset Management
New Jersey
$369K +$371K +685 New
WIA
2800
Wealthedge Investment Advisors
New York
$369K +$371K +685 New
110 111
112
113 114