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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
3051
Oxinas Partners Wealth Management
Indiana
$658K -$57.3K -86 -8%
LFG
3052
Lockerman Financial Group
California
$656K -$40.7K -61 -6%
PFO
3053
PMG Family Office
Texas
$654K +$6.67K +10 +1%
ECM
3054
Elgethun Capital Management
South Dakota
$653K +$3.33K +5 +0.5%
BH
3055
Burk Holdings
Oklahoma
$652K -$631K -947 -50%
RFA
3056
ROI Financial Advisors
Oregon
$651K – – –
RAM
3057
Redmond Asset Management
Virginia
$650K +$10K +15 +2%
MWM
3058
MOR Wealth Management
Pennsylvania
$647K +$628K +942 New
PCM
3059
Poehling Capital Management
Wisconsin
$646K -$9.33K -14 -1%
PJWM
3060
Philip James Wealth Mangement
Georgia
$646K – – –
MAM
3061
McLean Asset Management
Virginia
$644K +$667 +1 +0.1%
AAG
3062
Asset Advisory Group
New Jersey
$643K -$43.3K -65 -6%
BB
3063
Burford Brothers
Texas
$643K +$34.7K +52 +6%
TF
3064
TME Financial
California
$642K +$11.3K +17 +2%
AWP
3065
Avid Wealth Partners
Texas
$638K +$46.7K +70 +8%
EAM
3066
Empirical Asset Management
Massachusetts
$636K -$5.64M -8,466 -90%
SA
3067
SPWM Advisors
Michigan
$636K +$1.33K +2 +0.2%
3AM
3068
3EDGE Asset Management
Florida
$634K – – –
TH
3069
TCTC Holdings
Texas
$634K – – –
CFO
3070
Colony Family Offices
North Carolina
$633K +$59.3K +89 +11%
PEA
3071
Park Edge Advisors
Ohio
$631K +$612K +918 New
B
3072
Bayban
Minnesota
$630K +$339K +508 +124%
SLWA
3073
San Luis Wealth Advisors
California
$629K +$667 +1 +0.1%
KWA
3074
Kellett Wealth Advisors
Ohio
$629K -$61.3K -92 -9%
PFA
3075
Pillar Financial Advisors
Kentucky
$629K -$10K -15 -2%
121 122
123
124 125