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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2851
Shakespeare Wealth Management
Wisconsin
$696K +$8.7K +14 +1%
BHWM
2852
Bar Harbor Wealth Management
New Hampshire
$696K +$37.3K +60 +6%
HWA
2853
Heartwood Wealth Advisors
Virginia
$695K – – –
AFA
2854
AllGen Financial Advisors
Florida
$695K +$621 +1 +0.1%
KF
2855
Kelsey Financial
California
$695K +$689K +1,108 New
MCIA
2856
Mountain Capital Investment Advisors
Colorado
$693K -$54.7K -88 -7%
MCM
2857
Mengis Capital Management
Oregon
$692K – – –
PAW
2858
Plan A Wealth
Nebraska
$692K +$26.1K +42 +4%
AP
2859
Advisors Preferred
Maryland
$691K -$994K -1,600 -59%
AWM
2860
Aviso Wealth Management
Washington
$691K +$49.7K +80 +8%
VFG
2861
Valley Financial Group
Pennsylvania
$690K -$848K -1,365 -55%
BPC
2862
Bearing Point Capital
Minnesota
$690K +$621 +1 +0.1%
CAM
2863
Campion Asset Management
Virginia
$690K – – –
LGG
2864
Luts & Greenleigh Group
Maryland
$689K +$31.1K +50 +5%
OWA
2865
Oak Wealth Advisors
Illinois
$689K -$171K -275 -20%
ERWM
2866
Elk River Wealth Management
Colorado
$689K – – –
GCWM
2867
Guided Capital Wealth Management
Texas
$689K -$16.2K -26 -2%
LWAM
2868
Legacy Wealth Asset Management
Minnesota
$688K +$20.5K +33 +3%
IWM
2869
Integris Wealth Management
California
$687K +$33.6K +54 +5%
TTIC
2870
Tower Trust & Investment Company
Iowa
$687K – – –
MAC
2871
Mason & Associates (California)
California
$686K +$176K +284 +35%
RPWA
2872
Regent Peak Wealth Advisors
Georgia
$686K -$42.3K -68 -6%
HP
2873
Haven Private
Florida
$684K – – –
PFG
2874
Pacific Financial Group
Washington
$683K +$371K +597 +121%
UFF
2875
USA Financial Formulas
Michigan
$682K +$676K +1,088 New
113 114
115
116 117