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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3001
Ehrlich Financial Group
California
$348K +$30.1K +51 +10%
SCM
3002
Schnieders Capital Management
California
$347K – – –
TCG
3003
Transcendent Capital Group
Oklahoma
$347K +$88.4K +150 +36%
GP
3004
Guardian Partners
Canada
$347K +$38.3K +65 +13%
MWM
3005
Moran Wealth Management
Florida
$347K +$334K +567 New
O3W
3006
Omni 360 Wealth
New Jersey
$347K – – –
CCA
3007
Conservest Capital Advisors
Pennsylvania
$347K -$38.9K -66 -10%
WFS
3008
Walker Financial Services
Kentucky
$346K +$12.4K +21 +4%
LJAC
3009
L.J. Altfest & Co
New York
$344K -$431K -732 -57%
PSB
3010
Piscataqua Savings Bank
New Hampshire
$344K -$29.5K -50 -8%
LRPA
3011
L. Roy Papp & Associates
Arizona
$344K +$11.8K +20 +4%
RAM
3012
Redmond Asset Management
Virginia
$342K – – –
KOCAA
3013
Knights of Columbus Asset Advisors
Connecticut
$342K +$43.6K +74 +15%
CC
3014
Cypress Capital
Tennessee
$341K +$7.66K +13 +2%
UAS
3015
United Asset Strategies
New York
$341K -$40.7K -69 -11%
HIMS
3016
Hager Investment Management Services
New Hampshire
$340K – – –
WAS
3017
Winch Advisory Services
Wisconsin
$340K +$589 +1 +0.2%
AAG
3018
Accordant Advisory Group
Maryland
$340K – – –
SAM
3019
Seelaus Asset Management
New Jersey
$340K +$1.18K +2 +0.4%
RW
3020
Rockport Wealth
Ohio
$339K +$326K +553 New
DWM
3021
Darwin Wealth Management
Florida
$338K +$589 +1 +0.2%
DFG
3022
Dynamic Financial Group
Iowa
$338K -$2.36K -4 -0.7%
LFGO
3023
Legacy Financial Group (Oklahoma)
Oklahoma
$338K -$18.3K -31 -5%
WTFG
3024
Wells Trecaso Financial Group
Ohio
$337K -$367K -622 -53%
BAM
3025
Bellevue Asset Management
Washington
$335K +$78.4K +133 +32%
119 120
121
122 123