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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
3026
Bond & Devick Financial Network
Minnesota
$304K +$1.05K +2 +0.4%
APW
3027
Atlantic Private Wealth
North Carolina
$303K -$108K -206 -28%
NWM
3028
Napa Wealth Management
California
$303K -$162K -309 -37%
NPFS
3029
Novak & Powell Financial Services
Florida
$302K +$7.36K +14 +3%
VWWMG
3030
Vermillion & White Wealth Management Group
Pennsylvania
$302K +$12.1K +23 +5%
FDW
3031
Fourth Dimension Wealth
Ohio
$301K – – –
PFM
3032
Patton Fund Management
Texas
$301K – – –
HWP
3033
Hibernia Wealth Partners
Louisiana
$300K +$277K +528 New
CCP
3034
Cushing Capital Partners
Wisconsin
$300K -$65.7K -125 -19%
EWA
3035
Emergent Wealth Advisors
New York
$300K – – –
WWM
3036
Westwood Wealth Management
California
$300K +$277K +528 New
LFA
3037
Lauterbach Financial Advisors
Texas
$299K -$30.5K -58 -10%
SHF
3038
Stage Harbor Financial
Massachusetts
$297K -$854K -1,625 -76%
MCB
3039
Morton Community Bank
Illinois
$297K +$275K +523 New
CFGW
3040
Chancellor Financial Group WB
Pennsylvania
$297K +$32.6K +62 +13%
IWMA
3041
Ironwood Wealth Management (Arizona)
Arizona
$297K +$51.5K +98 +23%
RL
3042
Rogco LP
Oklahoma
$297K -$5.26K -10 -2%
APWA
3043
Atlas Private Wealth Advisors
New Jersey
$296K -$218K -414 -44%
PIM
3044
Penobscot Investment Management
Massachusetts
$296K – – –
DSA
3045
Droms Strauss Advisors
Missouri
$296K – – –
PWM
3046
Pacific Wealth Management
California
$295K – – –
WIM
3047
Westside Investment Management
California
$295K -$115K -218 -30%
AV
3048
Aspiring Ventures
Ohio
$295K +$273K +519 New
SFC
3049
Swisher Financial Concepts
Ohio
$295K +$7.36K +14 +3%
EFG
3050
Ehrlich Financial Group
California
$294K -$73.6K -140 -21%
120 121
122
123 124