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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
3076
Jamison Private Wealth Management
Georgia
$498K -$8.08K -13 -2%
AWA
3077
Amplius Wealth Advisors
Pennsylvania
$497K -$13.7K -22 -3%
TR
3078
Tepp RIA
New Jersey
$496K – – –
KI
3079
KTF Investments
California
$496K +$492K +791 New
SA
3080
Seneschal Advisors
Washington
$495K +$95.1K +153 +24%
JFG
3081
Juno Financial Group
Virginia
$494K +$489K +787 New
PWMG
3082
Prestige Wealth Management Group
New Jersey
$491K -$15.5K -25 -3%
CAG
3083
Curtis Advisory Group
California
$491K -$35.4K -57 -7%
VC
3084
Veracity Capital
Georgia
$491K +$18K +29 +4%
NCM
3085
Nelson Capital Management
California
$490K -$49.7K -80 -9%
CAM
3086
Carret Asset Management
New York
$489K +$65.9K +106 +16%
CFG
3087
Clayton Financial Group
Missouri
$488K +$308K +495 +175%
PCM
3088
Presidio Capital Management
California
$487K +$165K +266 +52%
RFA
3089
Rollins Financial Advisors
New York
$486K – – –
TFS
3090
truNorth Financial Services
Pennsylvania
$485K +$480K +773 New
SF
3091
Seros Financial
Arizona
$485K +$23K +37 +5%
WC
3092
Westwind Capital
New Mexico
$484K +$479K +771 New
ICP
3093
Interchange Capital Partners
Pennsylvania
$482K – – –
DA
3094
Drake & Associates
Wisconsin
$482K +$75.2K +121 +19%
KA
3095
Kure Advisory
Minnesota
$481K +$12.4K +20 +3%
WDC
3096
Woodward Diversified Capital
California
$481K +$15.5K +25 +3%
SHF
3097
Stage Harbor Financial
Massachusetts
$480K -$406K -654 -46%
SSA
3098
Shepherd Street Advisors
California
$480K +$476K +766 New
OA
3099
Oasis Advisors
Iowa
$479K +$474K +763 New
SIM
3100
Sentry Investment Management
Wisconsin
$477K +$473K +761 New
122 123
124
125 126