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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2851
Kelsey Financial
California
$695K +$689K +1,108 New
MCIA
2852
Mountain Capital Investment Advisors
Colorado
$693K -$54.7K -88 -7%
MCM
2853
Mengis Capital Management
Oregon
$692K – – –
PAW
2854
Plan A Wealth
Nebraska
$692K +$26.1K +42 +4%
AP
2855
Advisors Preferred
Maryland
$691K -$994K -1,600 -59%
AWM
2856
Aviso Wealth Management
Washington
$691K +$49.7K +80 +8%
VFG
2857
Valley Financial Group
Pennsylvania
$690K -$848K -1,365 -55%
BPC
2858
Bearing Point Capital
Minnesota
$690K +$621 +1 +0.1%
CAM
2859
Campion Asset Management
Virginia
$690K – – –
LGG
2860
Luts & Greenleigh Group
Maryland
$689K +$31.1K +50 +5%
OWA
2861
Oak Wealth Advisors
Illinois
$689K -$171K -275 -20%
ERWM
2862
Elk River Wealth Management
Colorado
$689K – – –
GCWM
2863
Guided Capital Wealth Management
Texas
$689K -$16.2K -26 -2%
LWAM
2864
Legacy Wealth Asset Management
Minnesota
$688K +$20.5K +33 +3%
IWM
2865
Integris Wealth Management
California
$687K +$33.6K +54 +5%
TTIC
2866
Tower Trust & Investment Company
Iowa
$687K – – –
MAC
2867
Mason & Associates (California)
California
$686K +$176K +284 +35%
RPWA
2868
Regent Peak Wealth Advisors
Georgia
$686K -$42.3K -68 -6%
HP
2869
Haven Private
Florida
$684K – – –
PFG
2870
Pacific Financial Group
Washington
$683K +$371K +597 +121%
UFF
2871
USA Financial Formulas
Michigan
$682K +$676K +1,088 New
PHAM
2872
Palisades Hudson Asset Management
Florida
$681K -$99.4K -160 -13%
HG
2873
Harbor Group
New Hampshire
$677K +$3.11K +5 +0.5%
FCFC
2874
First Citizens Financial Corp
Iowa
$677K – – –
TCM
2875
Telos Capital Management
California
$677K +$120K +193 +22%
113 114
115
116 117