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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2926
PFG Private Wealth Management
Florida
$628K -$2.66M -4,278 -81%
EIA
2927
Eldridge Investment Advisors
New Hampshire
$627K +$46.6K +75 +8%
MWM
2928
Mattern Wealth Management
Kansas
$627K -$3.11K -5 -0.5%
LWM
2929
Lodestone Wealth Management
Washington
$627K -$37.9K -61 -6%
CWP
2930
Clark Wealth Partners
Illinois
$627K – – –
CGFA
2931
Colton Groome Financial Advisors
North Carolina
$625K +$3.11K +5 +0.5%
AAG
2932
Asset Advisory Group
New Jersey
$623K +$617K +993 New
TCPG
2933
Trivant Custom Portfolio Group
California
$622K -$160K -258 -21%
LNB
2934
Ledyard National Bank
$622K -$29.8K -48 -5%
RCA
2935
Runnymede Capital Advisors
Ohio
$622K +$616K +992 New
AFA
2936
AA Financial Advisors
Ohio
$622K +$75.8K +122 +14%
EWP
2937
E-Wealth Partners
Minnesota
$621K +$616K +991 New
EB
2938
Exchange Bank
California
$621K +$16.2K +26 +3%
NWM
2939
Northcape Wealth Management
New York
$621K – – –
SDAM
2940
Shulman DeMeo Asset Management
New York
$618K +$2.49K +4 +0.4%
HFS
2941
Howard Financial Services
Texas
$617K -$9.32K -15 -2%
UWM
2942
USAdvisors Wealth Management
Minnesota
$614K -$36K -58 -6%
PCMF
2943
Private Capital Management (Florida)
Florida
$614K -$17.4K -28 -3%
LF
2944
LifeSteps Financial
California
$608K – – –
PCM
2945
Poehling Capital Management
Wisconsin
$608K – – –
EP
2946
Essential Planning
New Hampshire
$606K -$52.8K -85 -8%
PCA
2947
Providence Capital Advisors
North Carolina
$606K +$621 +1 +0.1%
WF
2948
Whelan Financial
California
$606K -$46.6K -75 -7%
MF
2949
Manchester Financial
California
$606K +$6.21K +10 +1%
IA
2950
IF Advisors
Texas
$605K +$600K +965 New
116 117
118
119 120