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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3076
Balanced Wealth Group
Ohio
$500K +$18K +29 +4%
WIC
3077
Willis Investment Counsel
Georgia
$500K +$18.6K +30 +4%
LJAC
3078
L.J. Altfest & Co
New York
$499K +$145K +234 +42%
CFP
3079
Cypress Financial Planning
New Jersey
$499K -$37.9K -61 -7%
SIG
3080
Spinnaker Investment Group
California
$498K -$48.5K -78 -9%
JPWM
3081
Jamison Private Wealth Management
Georgia
$498K -$8.08K -13 -2%
AWA
3082
Amplius Wealth Advisors
Pennsylvania
$497K -$13.7K -22 -3%
TR
3083
Tepp RIA
New Jersey
$496K – – –
KI
3084
KTF Investments
California
$496K +$492K +791 New
SA
3085
Seneschal Advisors
Washington
$495K +$95.1K +153 +24%
JFG
3086
Juno Financial Group
Virginia
$494K +$489K +787 New
PWMG
3087
Prestige Wealth Management Group
New Jersey
$491K -$15.5K -25 -3%
CAG
3088
Curtis Advisory Group
California
$491K -$35.4K -57 -7%
VC
3089
Veracity Capital
Georgia
$491K +$18K +29 +4%
NCM
3090
Nelson Capital Management
California
$490K -$49.7K -80 -9%
CAM
3091
Carret Asset Management
New York
$489K +$65.9K +106 +16%
CFG
3092
Clayton Financial Group
Missouri
$488K +$308K +495 +175%
PCM
3093
Presidio Capital Management
California
$487K +$165K +266 +52%
RFA
3094
Rollins Financial Advisors
New York
$486K – – –
TFS
3095
truNorth Financial Services
Pennsylvania
$485K +$480K +773 New
SF
3096
Seros Financial
Arizona
$485K +$23K +37 +5%
WC
3097
Westwind Capital
New Mexico
$484K +$479K +771 New
ICP
3098
Interchange Capital Partners
Pennsylvania
$482K – – –
DA
3099
Drake & Associates
Wisconsin
$482K +$75.2K +121 +19%
KA
3100
Kure Advisory
Minnesota
$481K +$12.4K +20 +3%
122 123
124
125 126