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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
3026
Atlantic Private Wealth
North Carolina
$303K -$108K -206 -28%
NWM
3027
Napa Wealth Management
California
$303K -$162K -309 -37%
NPFS
3028
Novak & Powell Financial Services
Florida
$302K +$7.36K +14 +3%
VWWMG
3029
Vermillion & White Wealth Management Group
Pennsylvania
$302K +$12.1K +23 +5%
FDW
3030
Fourth Dimension Wealth
Ohio
$301K – – –
PFM
3031
Patton Fund Management
Texas
$301K – – –
HWP
3032
Hibernia Wealth Partners
Louisiana
$300K +$277K +528 New
CCP
3033
Cushing Capital Partners
Wisconsin
$300K -$65.7K -125 -19%
EWA
3034
Emergent Wealth Advisors
New York
$300K – – –
WWM
3035
Westwood Wealth Management
California
$300K +$277K +528 New
LFA
3036
Lauterbach Financial Advisors
Texas
$299K -$30.5K -58 -10%
SHF
3037
Stage Harbor Financial
Massachusetts
$297K -$854K -1,625 -76%
MCB
3038
Morton Community Bank
Illinois
$297K +$275K +523 New
CFGW
3039
Chancellor Financial Group WB
Pennsylvania
$297K +$32.6K +62 +13%
IWMA
3040
Ironwood Wealth Management (Arizona)
Arizona
$297K +$51.5K +98 +23%
RL
3041
Rogco LP
Oklahoma
$297K -$5.26K -10 -2%
APWA
3042
Atlas Private Wealth Advisors
New Jersey
$296K -$218K -414 -44%
PIM
3043
Penobscot Investment Management
Massachusetts
$296K – – –
DSA
3044
Droms Strauss Advisors
Missouri
$296K – – –
PWM
3045
Pacific Wealth Management
California
$295K – – –
WIM
3046
Westside Investment Management
California
$295K -$115K -218 -30%
AV
3047
Aspiring Ventures
Ohio
$295K +$273K +519 New
SFC
3048
Swisher Financial Concepts
Ohio
$295K +$7.36K +14 +3%
EFG
3049
Ehrlich Financial Group
California
$294K -$73.6K -140 -21%
CF
3050
Clarity Financial
Texas
$294K -$14.7K -28 -5%
120 121
122
123 124