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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3051
Maltin Wealth Management
New Jersey
$326K +$59.5K +101 +23%
FDW
3052
Fourth Dimension Wealth
Ohio
$325K – – –
PFM
3053
Patton Fund Management
Texas
$325K – – –
CCP
3054
Cushing Capital Partners
Wisconsin
$324K +$589 +1 +0.2%
CWM
3055
Crowley Wealth Management
Delaware
$324K +$114K +194 +58%
SA
3056
Sincerus Advisory
New York
$323K -$54.2K -92 -15%
EWA
3057
Emergent Wealth Advisors
New York
$323K – – –
CFGW
3058
Chancellor Financial Group WB
Pennsylvania
$323K +$2.36K +4 +0.8%
RL
3059
Rogco LP
Oklahoma
$322K +$1.77K +3 +0.6%
GB
3060
Goepper Burkhardt
South Carolina
$322K +$17.7K +30 +6%
PIM
3061
Penobscot Investment Management
Massachusetts
$319K – – –
PWM
3062
PMG Wealth Management
Illinois
$318K +$36.5K +62 +14%
HSWS
3063
Higgins & Schmidt Wealth Strategies
Colorado
$318K -$15.3K -26 -5%
SA
3064
Stewardship Advisors
Pennsylvania
$318K -$10K -17 -3%
AV
3065
Aspiring Ventures
Ohio
$318K – – –
ACM
3066
Aurdan Capital Management
Pennsylvania
$318K +$23.6K +40 +8%
PI
3067
Parkside Investments
Illinois
$316K +$304K +516 New
PAWA
3068
Palo Alto Wealth Advisors
California
$316K +$15.9K +27 +6%
HFAS
3069
Hummer Financial Advisory Services
Illinois
$315K – – –
DSA
3070
Droms Strauss Advisors
Missouri
$314K -$4.13K -7 -1%
HA
3071
Hofer & Associates
California
$314K +$5.3K +9 +2%
PMIM
3072
Prudent Man Investment Management
Colorado
$314K – – –
CF
3073
Clarity Financial
Texas
$313K -$3.54K -6 -1%
PCM
3074
Presidio Capital Management
California
$313K +$301K +511 New
GSF
3075
Grove Street Fiduciary
New Hampshire
$313K -$25.3K -43 -8%
121 122
123
124 125