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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3051
Straight Path Wealth Management
Michigan
$515K +$510K +821 New
NBWM
3052
North Berkeley Wealth Management
California
$515K +$42.9K +69 +9%
OPWM
3053
Oxinas Partners Wealth Management
Indiana
$514K +$206K +332 +68%
SFB
3054
STAR Financial Bank
Indiana
$514K -$113K -182 -18%
MLFP
3055
MPS Loria Financial Planners
Illinois
$514K +$2.49K +4 +0.5%
ACM
3056
Aspen Capital Management
Idaho
$514K – – –
VDC
3057
Van Diest Capital
Iowa
$513K +$509K +819 New
CFO
3058
Custos Family Office
Texas
$513K +$508K +818 New
B
3059
Bayban
Minnesota
$513K +$508K +818 New
G
3060
GuidedMoney
Wisconsin
$510K +$506K +814 New
RSA
3061
River Street Advisors
Illinois
$509K – – –
SC
3062
Swan Capital
Florida
$509K – – –
QFPS
3063
Quantum Financial Planning Services
Washington
$506K -$3.11K -5 -0.6%
VCM
3064
Verde Capital Management
Michigan
$506K +$51.6K +83 +11%
BC
3065
Bulwark Capital
Florida
$505K – – –
ELM
3066
Elite Life Management
Florida
$505K +$494K +795 New
WOSD
3067
WFA of San Diego
California
$504K -$9.32K -15 -2%
SFC
3068
Strategic Financial Concepts
Texas
$503K -$428K -689 -46%
OFI
3069
Outbound Financial Inc
Colorado
$503K -$108K -173 -18%
HVP
3070
Hudson Value Partners
Florida
$502K – – –
AFA
3071
Antonelli Financial Advisors
Michigan
$502K +$1.86K +3 +0.4%
SG
3072
Strid Group
Pennsylvania
$501K +$497K +799 New
ATC
3073
Advantage Trust Company
Kansas
$501K +$1.86K +3 +0.4%
4PL
3074
46 Peaks LLC
Pennsylvania
$501K +$497K +799 New
AWAP
3075
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$500K – – –
121 122
123
124 125