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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2851
WR Wealth Planners
Missouri
$65.3K -$97.1K -191 -61%
PPA
2852
Painted Porch Advisors
California
$65.1K – – –
PAIM
2853
Punch & Associates Investment Management
Minnesota
$64.9K -$308K -605 -83%
CJL
2854
Cyrus J. Lawrence
New York
$64K +$62K +122 New
EWP
2855
Elevation Wealth Partners
California
$62.6K +$8.13K +16 +16%
CCA
2856
Criterion Capital Advisors
Tennessee
$60.5K – – –
CAM
2857
Costello Asset Management
Pennsylvania
$58.6K – – –
SHIM
2858
Stone House Investment Management
Pennsylvania
$58.6K +$56.4K +111 New
KPP
2859
Kings Path Partners
Texas
$55.4K +$53.4K +105 New
MFC
2860
Morris Financial Concepts
South Carolina
$54.9K +$52.9K +104 New
MFG
2861
Mendota Financial Group
Wisconsin
$52.8K +$50.8K +100 New
PWM
2862
Provident Wealth Management
Tennessee
$52.2K – – –
APC
2863
Aspire Private Capital
North Carolina
$51.2K – – –
KSB
2864
Kennebec Savings Bank
Maine
$51.2K +$49.3K +97 New
UFAC
2865
Urban Financial Advisory Corp
Illinois
$50.7K +$48.8K +96 New
CAM
2866
Creekmur Asset Management
Illinois
$48.5K – – –
IRC
2867
Investors Research Corp
Georgia
$47K – – –
EAM
2868
Eukles Asset Management
Ohio
$45.9K – – –
FCM
2869
Fourpath Capital Management
Oklahoma
$45.9K +$44.2K +87 New
AWM
2870
Aberdeen Wealth Management
Illinois
$44.9K – – –
EWM
2871
EPG Wealth Management
Georgia
$44.3K +$42.7K +84 New
ZC
2872
Zeit Capital
Colorado
$42.2K – – –
GCM
2873
Garland Capital Management
Washington
$38K – – –
MAM
2874
Marquette Asset Management
Minnesota
$36.4K +$35.1K +69 New
M
2875
MOTCO
Texas
$35.9K – – –
113 114
115
116 117