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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3051
Swan Capital
Florida
$682K – – –
ZWA
3052
Zinnia Wealth Advisory
Florida
$681K +$4.67K +7 +0.7%
CF
3053
Clarity Financial
Texas
$680K +$157K +235 +31%
SDAM
3054
Shulman DeMeo Asset Management
New York
$679K +$1.33K +2 +0.2%
BCM
3055
Beck Capital Management
Texas
$678K +$64K +96 +11%
EA
3056
Ellsworth Advisors
Ohio
$677K +$90.7K +136 +16%
EB
3057
Exchange Bank
California
$677K -$3.33K -5 -0.5%
SA
3058
Sincerus Advisory
New York
$676K +$6K +9 +0.9%
SAS
3059
SMI Advisory Services
Indiana
$675K -$10K -15 -2%
AWA
3060
Ark Wealth Advisors
California
$675K +$116K +174 +22%
AWA
3061
Amplius Wealth Advisors
Pennsylvania
$671K +$123K +185 +23%
CAM
3062
Covenant Asset Management
New Jersey
$670K +$90.7K +136 +16%
CPWA
3063
Cerro Pacific Wealth Advisors
California
$668K +$12K +18 +2%
SA
3064
Seneschal Advisors
Washington
$668K +$166K +249 +34%
FWS
3065
FinDec Wealth Services
California
$668K -$23.3K -35 -3%
HHGA
3066
Halbert Hargrove Global Advisors
California
$667K +$48.7K +73 +8%
LF
3067
LifeSteps Financial
California
$666K – – –
IA
3068
IF Advisors
Texas
$663K – – –
NFSG
3069
Newbridge Financial Services Group
Florida
$662K +$13.3K +20 +2%
PIM
3070
Penobscot Investment Management
Massachusetts
$662K – – –
RA
3071
Rubicon Advisors
California
$660K +$255K +383 +66%
PCA
3072
Providence Capital Advisors
North Carolina
$659K – – –
HC
3073
Hamilton Capital
Ohio
$659K +$70K +105 +12%
OPWM
3074
Oxinas Partners Wealth Management
Indiana
$658K -$57.3K -86 -8%
LFG
3075
Lockerman Financial Group
California
$656K -$40.7K -61 -6%
121 122
123
124 125