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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3076
Pacific Wealth Management
California
$312K -$5.89K -10 -2%
MCM
3077
McDonough Capital Management
Florida
$312K +$301K +510 New
LFA
3078
Laraway Financial Advisors
Minnesota
$312K +$589 +1 +0.2%
NG
3079
Norden Group
Utah
$312K +$4.72K +8 +2%
PWMG
3080
Private Wealth Management Group
New Jersey
$312K -$31.2K -53 -9%
WKSWA
3081
White Knight Strategic Wealth Advisors
New Jersey
$312K – – –
CIS
3082
Custom Index Systems
New York
$311K +$299K +508 New
JF
3083
Joule Financial
Kentucky
$311K – – –
PAM
3084
Prodigy Asset Management
Nebraska
$310K – – –
PWMG
3085
Pinnacle Wealth Management Group
Michigan
$310K – – –
WWM
3086
Westwood Wealth Management
California
$310K -$13K -22 -4%
LFS
3087
Littlejohn Financial Services
Oregon
$310K +$298K +506 New
SCA
3088
Stuart Chaussee & Associates
California
$309K – – –
GKIM
3089
GW&K Investment Management
Massachusetts
$309K -$294K -499 -50%
WIM
3090
Waycross Investment Management
Washington
$308K – – –
AWA
3091
ARQ Wealth Advisors
Arizona
$307K -$108K -184 -27%
HWAM
3092
Hennion & Walsh Asset Management
New Jersey
$307K +$295K +501 New
ECAM
3093
East Coast Asset Management
Massachusetts
$306K – – –
PIS
3094
POM Investment Strategies
North Carolina
$305K +$291K +494 +12,350%
AFA
3095
American Financial Advisors
Georgia
$305K +$2.36K +4 +0.8%
PWM
3096
Paulson Wealth Management
Illinois
$305K -$35.4K -60 -11%
WFA
3097
Woodward Financial Advisors
North Carolina
$304K -$5.3K -9 -2%
MGW
3098
MB Generational Wealth
Washington
$303K +$292K +495 New
CJ
3099
Caitlin John
Michigan
$303K +$589 +1 +0.2%
FBC
3100
Fairfield, Bush & Co
Connecticut
$303K -$3.54K -6 -1%
122 123
124
125 126