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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2801
FSR Wealth Management
Illinois
$369K +$370K +684 New
LOIP
2802
Live Oak Investment Partners
Texas
$369K – – –
KWA
2803
Kellett Wealth Advisors
Ohio
$367K – – –
KCPT
2804
Kingstone Capital Partners Texas
Texas
$367K +$369K +682 New
PMA
2805
Prudent Man Advisors
Illinois
$367K +$369K +681 New
LCM
2806
Lazari Capital Management
California
$367K +$31.4K +58 +9%
MWPCG
2807
Measured Wealth Private Client Group
New Hampshire
$366K +$16.2K +30 +5%
HC
2808
Hamilton Capital
Ohio
$366K -$101K -187 -22%
KB
2809
Kimelman & Baird
New York
$366K – – –
HWM
2810
Horizons Wealth Management
North Carolina
$366K -$74.2K -137 -17%
SIC
2811
Samalin Investment Counsel
New York
$366K +$116K +214 +46%
BDA
2812
Borer Denton & Associates
Pennsylvania
$365K +$138K +255 +60%
FA
2813
Fagan Associates
New York
$364K +$21.7K +40 +6%
NA
2814
Nestegg Advisors
New York
$364K +$357K +660 New
IPW
2815
Inlet Private Wealth
Florida
$363K – – –
BCA
2816
Bay Capital Advisors
Virginia
$363K +$365K +674 New
MWS
2817
Maxwell Wealth Strategies
California
$362K – – –
SCM
2818
Schnieders Capital Management
California
$362K – – –
TCM
2819
Tandem Capital Management
New Jersey
$362K – – –
BCFS
2820
Butensky & Cohen Financial Security
Florida
$361K -$5.42K -10 -1%
SIG
2821
Spinnaker Investment Group
California
$361K +$1.08K +2 +0.3%
ACM
2822
Ascent Capital Management
Oregon
$361K +$363K +670 New
LRPA
2823
L. Roy Papp & Associates
Arizona
$361K +$113K +208 +45%
AWA
2824
ARQ Wealth Advisors
Arizona
$360K – – –
MG
2825
MilWealth Group
Wisconsin
$359K – – –
111 112
113
114 115