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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3101
Prestige Wealth Management Group
New Jersey
$607K +$78.7K +118 +15%
DWM
3102
DKM Wealth Management
California
$605K – – –
FCA
3103
FLC Capital Advisors
California
$604K -$273K -409 -32%
GSWM
3104
Greenup Street Wealth Management
Michigan
$603K +$130K +195 +29%
SAM
3105
Seelaus Asset Management
New Jersey
$603K +$124K +186 +27%
QFPS
3106
Quantum Financial Planning Services
Washington
$602K +$45.3K +68 +8%
GRR
3107
Golden Reserve Retirement
Ohio
$600K +$125K +187 +27%
MAM
3108
MMA Asset Management
Pennsylvania
$600K +$34K +51 +6%
IIA
3109
Integrity Investment Advisors
Colorado
$600K -$4.01M -6,019 -87%
VDBMI
3110
Van Den Berg Management I
Texas
$599K -$170K -255 -23%
CFP
3111
Catalyst Financial Partners
Massachusetts
$599K +$94K +141 +19%
M1FG
3112
Mach-1 Financial Group
Arkansas
$598K -$4K -6 -0.7%
MAG
3113
Meadowbrook Advisors Group
New Jersey
$598K -$175K -262 -23%
TFG
3114
Taylor Financial Group
Virginia
$596K – – –
CCC
3115
Compass Capital Corp
Massachusetts
$596K -$32K -48 -5%
CMI
3116
Clare Market Investments
Texas
$595K – – –
GCA
3117
Gallagher Capital Advisors
Texas
$594K +$1.33K +2 +0.2%
GSAM
3118
Grant Street Asset Management
Pennsylvania
$593K +$346K +519 +150%
KDA
3119
Kraft Davis & Associates
Missouri
$592K -$5.33K -8 -0.9%
NA
3120
Nautilus Advisors
California
$591K -$9.33K -14 -2%
PWM
3121
PMG Wealth Management
Illinois
$591K -$21.3K -32 -4%
SWP
3122
Significant Wealth Partners
Illinois
$590K -$611K -917 -52%
IRP
3123
Investment Research Partners
Pennsylvania
$589K – – –
RW
3124
Ridgeline Wealth
Arizona
$589K +$571K +857 New
HCM
3125
Hutchinson Capital Management
California
$587K +$172K +258 +43%
123 124
125
126 127