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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZWA
2976
Zinnia Wealth Advisory
Florida
$589K +$51.9K +83 +9%
JWM
2977
JGP Wealth Management
Oregon
$587K +$95.7K +153 +18%
TC
2978
Town Capital
Maryland
$587K +$53.2K +85 +9%
MWM
2979
Mattern Wealth Management
Kansas
$585K -$13.1K -21 -2%
SIG
2980
Spinnaker Investment Group
California
$584K +$115K +184 +23%
SA
2981
Sincerus Advisory
New York
$583K +$278K +445 +84%
BWM
2982
BNB Wealth Management
Maryland
$582K +$40.7K +65 +7%
FFG
2983
Fortune Financial Group
Florida
$582K -$4.77M -7,631 -89%
PPA
2984
Painted Porch Advisors
California
$582K -$417K -666 -41%
RSS
2985
Rosenblum Silverman Sutton
California
$581K +$41.3K +66 +7%
EWP
2986
E-Wealth Partners
Minnesota
$580K -$12.5K -20 -2%
LF
2987
LifeSteps Financial
California
$579K – – –
WC
2988
Westwind Capital
New Mexico
$578K +$133K +213 +28%
KDA
2989
Kraft Davis & Associates
Missouri
$578K -$625 -1 -0.1%
DAM
2990
Delta Asset Management
Tennessee
$577K +$625 +1 +0.1%
IA
2991
IF Advisors
Texas
$577K – – –
PIM
2992
Penobscot Investment Management
Massachusetts
$576K +$277K +443 +85%
MWM
2993
Mosley Wealth Management
California
$575K – – –
PCA
2994
Providence Capital Advisors
North Carolina
$574K -$3.75K -6 -0.6%
CPWA
2995
Cerro Pacific Wealth Advisors
California
$571K -$144K -230 -19%
PCM
2996
Poehling Capital Management
Wisconsin
$571K -$8.76K -14 -1%
BMCM
2997
Burns Matteson Capital Management
New York
$570K +$28.1K +45 +5%
CAM
2998
Creekmur Asset Management
Illinois
$570K +$596K +953 New
RFA
2999
ROI Financial Advisors
Oregon
$566K -$10.6K -17 -2%
ECM
3000
Elgethun Capital Management
South Dakota
$565K +$1.25K +2 +0.2%
118 119
120
121 122