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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2801
Wealthedge Investment Advisors
New York
$369K +$371K +685 New
FWM
2802
FSR Wealth Management
Illinois
$369K +$370K +684 New
LOIP
2803
Live Oak Investment Partners
Texas
$369K – – –
KWA
2804
Kellett Wealth Advisors
Ohio
$367K – – –
KCPT
2805
Kingstone Capital Partners Texas
Texas
$367K +$369K +682 New
PMA
2806
Prudent Man Advisors
Illinois
$367K +$369K +681 New
LCM
2807
Lazari Capital Management
California
$367K +$31.4K +58 +9%
MWPCG
2808
Measured Wealth Private Client Group
New Hampshire
$366K +$16.2K +30 +5%
HC
2809
Hamilton Capital
Ohio
$366K -$101K -187 -22%
KB
2810
Kimelman & Baird
New York
$366K – – –
HWM
2811
Horizons Wealth Management
North Carolina
$366K -$74.2K -137 -17%
SIC
2812
Samalin Investment Counsel
New York
$366K +$116K +214 +46%
BDA
2813
Borer Denton & Associates
Pennsylvania
$365K +$138K +255 +60%
FA
2814
Fagan Associates
New York
$364K +$21.7K +40 +6%
NA
2815
Nestegg Advisors
New York
$364K +$357K +660 New
IPW
2816
Inlet Private Wealth
Florida
$363K – – –
BCA
2817
Bay Capital Advisors
Virginia
$363K +$365K +674 New
MWS
2818
Maxwell Wealth Strategies
California
$362K – – –
SCM
2819
Schnieders Capital Management
California
$362K – – –
TCM
2820
Tandem Capital Management
New Jersey
$362K – – –
BCFS
2821
Butensky & Cohen Financial Security
Florida
$361K -$5.42K -10 -1%
SIG
2822
Spinnaker Investment Group
California
$361K +$1.08K +2 +0.3%
ACM
2823
Ascent Capital Management
Oregon
$361K +$363K +670 New
LRPA
2824
L. Roy Papp & Associates
Arizona
$361K +$113K +208 +45%
AWA
2825
ARQ Wealth Advisors
Arizona
$360K – – –
111 112
113
114 115