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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
2851
Howard Capital Management Group
California
$893K – – –
PAM
2852
Pegasus Asset Management
New York
$890K -$12K -18 -1%
GK
2853
Graney & King
New York
$890K -$19.3K -29 -2%
GAM
2854
Gould Asset Management
California
$890K +$667 +1 +0.1%
HFM
2855
Hartford Financial Management
Connecticut
$889K +$9.33K +14 +1%
SRWM
2856
Shira Ridge Wealth Management
California
$889K – – –
NAAA
2857
New Age Alpha Advisors
New York
$888K -$519K -779 -38%
PMSA
2858
Patrick M. Sweeney & Associates
Illinois
$888K – – –
TGCMU
2859
Titan Global Capital Management USA
New York
$888K +$862K +1,293 New
EWM
2860
Elmwood Wealth Management
California
$887K +$69.3K +104 +9%
MWM
2861
Mascagni Wealth Management
Mississippi
$886K -$29.3K -44 -3%
VFG
2862
Valley Financial Group
Pennsylvania
$885K -$14.7K -22 -2%
AWP
2863
Abacus Wealth Partners
California
$884K -$1.09M -1,639 -56%
BFA
2864
Ballast Financial Advisors
Pennsylvania
$883K -$7.33K -11 -0.8%
UWM
2865
Urban Wealth Management
California
$881K -$129K -193 -13%
VW
2866
Vantus Wealth
Pennsylvania
$881K +$855K +1,282 New
CAM
2867
Creekmur Asset Management
Illinois
$878K +$217K +325 +34%
EB
2868
Emprise Bank
Kansas
$876K -$7.33K -11 -0.9%
AF
2869
Amara Financial
California
$875K -$23.3K -35 -3%
MAS
2870
MPWM Advisory Solutions
Georgia
$875K +$667 +1 +0.1%
SO
2871
Sierra Ocean
California
$875K -$81.3K -122 -9%
CWM
2872
Collaborative Wealth Management
Florida
$874K +$4.67K +7 +0.6%
BI
2873
Beckerman Institutional
New Jersey
$874K +$1.33K +2 +0.2%
WF
2874
Whelan Financial
California
$873K +$187K +281 +28%
SHFA
2875
SC&H Financial Advisors
Maryland
$873K +$667 +1 +0.1%
113 114
115
116 117