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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
2876
Shared Vision Wealth Group
United States
$425K – – –
KWA
2877
Kellett Wealth Advisors
Ohio
$425K +$32.4K +55 +9%
GWAM
2878
Guardian Wealth Advisors (Minnesota)
Minnesota
$425K -$47.7K -81 -10%
NA
2879
Nautilus Advisors
California
$425K +$10.6K +18 +3%
IPW
2880
Inlet Private Wealth
Florida
$424K +$11.8K +20 +3%
BA
2881
Bellwether Advisors
Nebraska
$422K +$589 +1 +0.1%
IA
2882
Invested Advisors
Pennsylvania
$422K +$459K +778 New
RFG
2883
RFP Financial Group
Georgia
$422K +$459K +779 New
PA
2884
Paragon Advisors
Texas
$421K -$6.48K -11 -2%
KCPT
2885
Kingstone Capital Partners Texas
Texas
$420K +$1.18K +2 +0.3%
MIP
2886
Marietta Investment Partners
Wisconsin
$419K -$1.21M -2,053 -75%
HCWM
2887
Hidden Cove Wealth Management
Washington
$419K +$76K +129 +23%
AA
2888
Ashford Advisors
New York
$419K -$3.28M -5,568 -89%
HCA
2889
Harpswell Capital Advisors
Maine
$418K +$403K +683 New
RBWA
2890
RFG - Bristol Wealth Advisors
Massachusetts
$418K +$589 +1 +0.1%
RCA
2891
Riverview Capital Advisers
Massachusetts
$417K +$401K +681 New
SIC
2892
Samalin Investment Counsel
New York
$417K -$112K -190 -22%
NIWA
2893
New Insight Wealth Advisors
California
$416K -$14.7K -25 -4%
KB
2894
Kimelman & Baird
New York
$416K -$1.18K -2 -0.3%
IGGA
2895
Iron Gate Global Advisors
Utah
$415K +$4.13K +7 +1%
MWA
2896
Merkkuri Wealth Advisors
New York
$414K +$17.7K +30 +5%
BBW
2897
Blue Barn Wealth
Utah
$413K +$398K +675 New
BCFS
2898
Butensky & Cohen Financial Security
Florida
$413K +$20.6K +35 +5%
CAM
2899
Carret Asset Management
New York
$413K -$36K -61 -8%
TCM
2900
Tandem Capital Management
New Jersey
$412K – – –
114 115
116
117 118