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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2976
West Wealth Group
California
$282K +$7.04K +13 +3%
EWA
2977
Emergent Wealth Advisors
New York
$282K -$2.17K -4 -0.8%
MWAM
2978
Manhattan West Asset Management
California
$282K -$238K -439 -46%
PIM
2979
Penobscot Investment Management
Massachusetts
$280K +$25.5K +47 +10%
SF
2980
Symphony Financial
Texas
$280K -$4.11M -7,579 -94%
CCM
2981
Compass Capital Management
Minnesota
$280K +$282K +520 New
GWP
2982
Gen-Wealth Partners
Michigan
$280K -$9.21K -17 -3%
KOCAA
2983
Knights of Columbus Asset Advisors
Connecticut
$279K – – –
NPFS
2984
Novak & Powell Financial Services
Florida
$279K – – –
RAM
2985
Redmond Asset Management
Virginia
$278K +$56.3K +104 +25%
MFS
2986
McNamara Financial Services
Massachusetts
$278K -$14.1K -26 -5%
SAM
2987
Seelaus Asset Management
New Jersey
$276K +$542 +1 +0.2%
HA
2988
Hofer & Associates
California
$274K – – –
VWWMG
2989
Vermillion & White Wealth Management Group
Pennsylvania
$274K +$1.08K +2 +0.4%
NFA
2990
Northwest Financial Advisors
Virginia
$273K +$75.3K +139 +38%
PAM
2991
Prodigy Asset Management
Nebraska
$273K +$274K +506 New
PWMG
2992
Pinnacle Wealth Management Group
Michigan
$273K – – –
DJSG
2993
D.J. St. Germain
Massachusetts
$272K – – –
WIM
2994
Waycross Investment Management
Washington
$271K – – –
O3W
2995
Omni 360 Wealth
New Jersey
$270K – – –
DIM
2996
Delta Investment Management
California
$270K +$272K +502 New
IWMA
2997
Ironwood Wealth Management (Arizona)
Arizona
$269K -$9.75K -18 -3%
AWM
2998
Aviso Wealth Management
Washington
$269K – – –
ECAM
2999
East Coast Asset Management
Massachusetts
$269K – – –
CFGW
3000
Chancellor Financial Group WB
Pennsylvania
$269K +$271K +500 New
118 119
120
121 122