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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2876
JGP Wealth Management
Oregon
$334K +$24.3K +45 +7%
HNW
2877
High Note Wealth
Minnesota
$334K – – –
BCFS
2878
Butensky & Cohen Financial Security
Florida
$333K -$11.9K -22 -3%
WAG
2879
Windsor Advisory Group
Ohio
$333K -$47K -87 -12%
BWMG
2880
Bannerman Wealth Management Group
Texas
$330K +$43.8K +81 +14%
OBWP
2881
O'Brien Wealth Partners
Massachusetts
$330K – – –
CCM
2882
Chaney Capital Management
Washington
$329K – – –
ATWA
2883
Arbor Trust Wealth Advisors
Michigan
$329K +$57.8K +107 +20%
LFA
2884
LGT Financial Advisors
Texas
$329K +$5.41K +10 +2%
KWA
2885
Kellett Wealth Advisors
Ohio
$328K -$23.2K -43 -6%
FWMP
2886
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$328K +$345K +639 New
WWG
2887
West Wealth Group
California
$328K +$60.5K +112 +21%
A
2888
Argentarii
Ohio
$327K +$344K +637 New
MSA
2889
Marino Stram & Associates
Massachusetts
$325K +$20K +37 +6%
TMWM
2890
Taylor & Morgan Wealth Management
Michigan
$325K -$12.4K -23 -4%
ACM
2891
Ayrshire Capital Management
Connecticut
$324K -$97.8K -181 -22%
4WM
2892
44 Wealth Management
Oregon
$324K +$341K +631 New
HWM
2893
HighMark Wealth Management
Minnesota
$322K +$134K +248 +65%
HA
2894
Herold Advisors
New York
$322K -$46.5K -86 -12%
PWM
2895
Pines Wealth Management
North Carolina
$321K +$1.08K +2 +0.3%
KG
2896
Kilter Group
New York
$320K – – –
MWA
2897
Merkkuri Wealth Advisors
New York
$320K +$4.87K +9 +1%
LI
2898
Lafayette Investments
Maryland
$320K +$1.08K +2 +0.3%
MCM
2899
M1 Capital Management
Michigan
$320K – – –
EFA
2900
Edge Financial Advisors
Illinois
$318K -$2.09M -3,866 -86%
114 115
116
117 118