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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3101
Avalon Capital Management
California
$477K – – –
CCC
3102
Compass Capital Corp
Massachusetts
$477K +$465K +749 New
PJSIMP
3103
P.J. Schmidt Investment Management (PJS)
Wisconsin
$476K – – –
MCM
3104
McDonough Capital Management
Florida
$476K +$155K +249 +49%
WAS
3105
WESPAC Advisors SoCal
California
$476K +$472K +759 New
CC
3106
Commons Capital
Massachusetts
$474K -$2.5M -4,018 -84%
MFG
3107
Mustico Financial Group
New York
$474K – – –
JGCM
3108
Joseph Group Capital Management
Ohio
$473K +$321K +516 +216%
PWM
3109
Palacios Wealth Management
Florida
$473K -$485K -781 -51%
GP
3110
Geneva Partners
Wisconsin
$473K +$469K +755 New
SEM
3111
Suncoast Equity Management
Florida
$473K +$16.8K +27 +4%
TA
3112
TrueWealth Advisors
Alabama
$473K +$621 +1 +0.1%
IRP
3113
Investment Research Partners
Pennsylvania
$472K – – –
CFP
3114
Catalyst Financial Partners
Massachusetts
$472K -$175K -282 -27%
CA
3115
Callahan Advisors
Texas
$471K +$1.24K +2 +0.3%
DS
3116
DRW Securities
Illinois
$470K -$188K -303 -29%
MMCM
3117
Murphy & Mullick Capital Management
New York
$470K +$345K +555 +286%
BFS
3118
Burrus Financial Services
Utah
$469K +$1.13M +1,818 New
ACS
3119
Archford Capital Strategies
Illinois
$468K – – –
NLP
3120
Next Level Private
New York
$467K -$9.32K -15 -2%
GCM
3121
Gables Capital Management
Florida
$464K – – –
IRC
3122
Investors Research Corp
Georgia
$463K +$65.3K +105 +17%
WWG
3123
West Wealth Group
California
$463K -$55.3K -89 -11%
TLFA
3124
True Link Financial Advisors
California
$463K +$54.7K +88 +14%
GAM
3125
Grandview Asset Management
Pennsylvania
$462K -$524K -843 -53%
123 124
125
126 127