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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3051
Patton Fund Management
Texas
$325K – – –
CCP
3052
Cushing Capital Partners
Wisconsin
$324K +$589 +1 +0.2%
CWM
3053
Crowley Wealth Management
Delaware
$324K +$114K +194 +58%
SA
3054
Sincerus Advisory
New York
$323K -$54.2K -92 -15%
EWA
3055
Emergent Wealth Advisors
New York
$323K – – –
CFGW
3056
Chancellor Financial Group WB
Pennsylvania
$323K +$2.36K +4 +0.8%
RL
3057
Rogco LP
Oklahoma
$322K +$1.77K +3 +0.6%
GB
3058
Goepper Burkhardt
South Carolina
$322K +$17.7K +30 +6%
PIM
3059
Penobscot Investment Management
Massachusetts
$319K – – –
PWM
3060
PMG Wealth Management
Illinois
$318K +$36.5K +62 +14%
HSWS
3061
Higgins & Schmidt Wealth Strategies
Colorado
$318K -$15.3K -26 -5%
SA
3062
Stewardship Advisors
Pennsylvania
$318K -$10K -17 -3%
AV
3063
Aspiring Ventures
Ohio
$318K – – –
ACM
3064
Aurdan Capital Management
Pennsylvania
$318K +$23.6K +40 +8%
PI
3065
Parkside Investments
Illinois
$316K +$304K +516 New
PAWA
3066
Palo Alto Wealth Advisors
California
$316K +$15.9K +27 +6%
HFAS
3067
Hummer Financial Advisory Services
Illinois
$315K – – –
DSA
3068
Droms Strauss Advisors
Missouri
$314K -$4.13K -7 -1%
HA
3069
Hofer & Associates
California
$314K +$5.3K +9 +2%
PMIM
3070
Prudent Man Investment Management
Colorado
$314K – – –
CF
3071
Clarity Financial
Texas
$313K -$3.54K -6 -1%
PCM
3072
Presidio Capital Management
California
$313K +$301K +511 New
GSF
3073
Grove Street Fiduciary
New Hampshire
$313K -$25.3K -43 -8%
PWM
3074
Pacific Wealth Management
California
$312K -$5.89K -10 -2%
MCM
3075
McDonough Capital Management
Florida
$312K +$301K +510 New
121 122
123
124 125