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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2826
MilWealth Group
Wisconsin
$359K – – –
GSF
2827
Grove Street Fiduciary
New Hampshire
$359K +$361K +666 New
PPA
2828
Pacific Point Advisors
California
$359K +$351K +648 New
CCA
2829
Cadent Capital Advisors
Oklahoma
$358K +$1.63K +3 +0.5%
BAM
2830
Bayshore Asset Management
Florida
$357K – – –
CTA
2831
Camelot Technology Advisors
California
$357K -$12.5K -23 -3%
WH
2832
Willner & Heller
California
$357K +$61.2K +113 +21%
JC
2833
Jentner Corp
Ohio
$356K -$4.88K -9 -1%
TLP
2834
Trinity Legacy Partners
Texas
$355K +$1.08K +2 +0.3%
IWM
2835
Integris Wealth Management
California
$355K +$59K +109 +20%
CWA
2836
Cornerstone Wealth Advisors
Minnesota
$355K – – –
SDH
2837
Sloy Dahl & Holst
Washington
$354K +$11.4K +21 +3%
SS
2838
Sound Stewardship
Kansas
$354K -$3.25K -6 -0.9%
TMWM
2839
Taylor & Morgan Wealth Management
Michigan
$353K +$28.2K +52 +9%
SF
2840
SWP Financial
California
$352K -$4.88K -9 -1%
HNW
2841
High Note Wealth
Minnesota
$350K -$92.6K -171 -21%
NA
2842
Nautilus Advisors
California
$350K +$352K +649 New
TIM
2843
Total Investment Management
Arizona
$350K -$25.5K -47 -7%
NL
2844
NDWM LLC
California
$349K +$106K +195 +43%
SWP
2845
Summit Wealth Partners
Florida
$349K +$32K +59 +10%
PWM
2846
Parkshore Wealth Management
California
$348K +$350K +646 New
CFG
2847
Certior Financial Group
Pennsylvania
$347K +$349K +644 New
OBWP
2848
O'Brien Wealth Partners
Massachusetts
$346K +$348K +642 New
6F
2849
626 Financial
Michigan
$345K -$236K -435 -40%
CCM
2850
Chaney Capital Management
Washington
$345K – – –
112 113
114
115 116