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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
2901
Tradewinds LLC
North Carolina
$367K -$3.13M -5,949 -90%
MWA
2902
Merkkuri Wealth Advisors
New York
$367K +$12.1K +23 +4%
EP
2903
Essential Partners
California
$365K +$338K +643 New
BWMG
2904
Bannerman Wealth Management Group
Texas
$365K – – –
NA
2905
Nestegg Advisors
New York
$365K -$10.5K -20 -3%
CCM
2906
Chaney Capital Management
Washington
$364K – – –
SA
2907
Sincerus Advisory
New York
$363K +$117K +223 +56%
KWA
2908
Kellett Wealth Advisors
Ohio
$363K – – –
CNTOF
2909
Canandaigua National Trust of Florida
New York
$363K +$92K +175 +38%
BCFS
2910
Butensky & Cohen Financial Security
Florida
$363K -$5.26K -10 -2%
SP
2911
Successful Portfolios
Florida
$363K +$18.4K +35 +6%
OL
2912
one8zero8 LLC
North Carolina
$362K +$148K +281 +79%
SOAMC
2913
Spirit of America Management Corp
New York
$360K -$36.8K -70 -10%
CCA
2914
Conservest Capital Advisors
Pennsylvania
$359K -$52.6K -100 -14%
ACM
2915
Ayrshire Capital Management
Connecticut
$358K – – –
LI
2916
Lafayette Investments
Maryland
$358K +$4.2K +8 +1%
TMWM
2917
Taylor & Morgan Wealth Management
Michigan
$358K -$1.05K -2 -0.3%
EE
2918
EWG Elevate
California
$357K +$330K +628 New
PCMC
2919
Paragon Capital Management (Colorado)
Colorado
$357K +$9.46K +18 +3%
PWMG
2920
Pioneer Wealth Management Group
Texas
$356K +$118K +225 +56%
UAS
2921
United Asset Strategies
New York
$355K +$33.1K +63 +11%
PP
2922
Pacifica Partners
Canada
$355K -$52.6K -100 -14%
OWA
2923
One Wealth Advisors
California
$354K +$6.83K +13 +2%
NL
2924
NVWM LLC
Pennsylvania
$354K +$112K +214 +52%
KG
2925
Kilter Group
New York
$354K – – –
115 116
117
118 119