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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
2801
San Luis Wealth Advisors
California
$438K – – –
ICP
2802
Interchange Capital Partners
Pennsylvania
$437K -$342K -650 -46%
ACM
2803
Avalon Capital Management
California
$436K – – –
PA
2804
Pineridge Advisors
Missouri
$435K -$22.6K -43 -5%
SHFA
2805
SC&H Financial Advisors
Maryland
$433K -$109K -207 -21%
NLP
2806
Next Level Private
New York
$433K +$39.9K +76 +11%
TLP
2807
Trinity Legacy Partners
Texas
$431K +$2.63K +5 +0.7%
SIC
2808
Sterling Investment Counsel
New York
$431K +$9.98K +19 +3%
MFG
2809
Mustico Financial Group
New York
$431K +$390K +743 New
DF
2810
Define Financial
California
$429K +$526 +1 +0.1%
VC
2811
Veracity Capital
Georgia
$428K – – –
TA
2812
TrueWealth Advisors
Alabama
$428K – – –
PG
2813
Patten Group
Tennessee
$427K – – –
LA
2814
Lakeside Advisors
Washington
$426K – – –
HCM
2815
Highview Capital Management
Illinois
$426K +$86.7K +165 +28%
AWMG
2816
Alliance Wealth Management Group
New Jersey
$426K – – –
CA
2817
Callahan Advisors
Texas
$425K +$1.05K +2 +0.3%
UFA
2818
Uptown Financial Advisors
Texas
$425K – – –
EWM
2819
Evolution Wealth Management
Florida
$424K +$393K +747 New
PWM
2820
Pines Wealth Management
North Carolina
$424K +$17.9K +34 +5%
DI
2821
DAGCO Inc
Ohio
$423K -$43.1K -82 -10%
I2I
2822
Insight 2811 Inc
Illinois
$423K +$93K +177 +31%
AWP
2823
Abacus Wealth Partners
California
$422K +$390K +743 New
DAM
2824
Delta Asset Management
Tennessee
$422K – – –
GCM
2825
Gables Capital Management
Florida
$420K – – –
111 112
113
114 115