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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
3126
Uptown Financial Advisors
Texas
$460K – – –
EIP
3127
Essential Investment Partners
Colorado
$460K +$456K +733 New
SFP
3128
Shepherd Financial Partners
Massachusetts
$458K – – –
MAG
3129
Mayfair Advisory Group
Alabama
$457K +$4.35K +7 +1%
EW
3130
Element Wealth
Mississippi
$457K +$453K +729 New
MCM
3131
McRae Capital Management
New Jersey
$457K -$513K -825 -53%
1CP
3132
17 Capital Partners
Arizona
$457K +$41K +66 +10%
PWM
3133
PMG Wealth Management
Illinois
$455K +$127K +205 +39%
NWA
3134
Northwest Wealth Advisors
Washington
$455K +$451K +725 New
VF
3135
Vawter Financial
Ohio
$454K – – –
CF
3136
Cyr Financial
Illinois
$454K +$621 +1 +0.1%
BAM
3137
Bellevue Asset Management
Washington
$453K +$109K +175 +32%
KL
3138
KWMG LLC
Kansas
$450K +$446K +718 New
IA
3139
Invested Advisors
Pennsylvania
$450K -$37.3K -60 -8%
BRWM
3140
Blue Rock Wealth Management
North Carolina
$450K -$62.1K -100 -12%
BA
3141
Ballew Advisors
Mississippi
$449K +$1.24K +2 +0.3%
HWA
3142
Heritage Wealth Architects
Minnesota
$448K – – –
PWM
3143
Pines Wealth Management
North Carolina
$448K -$4.35K -7 -1%
PLFS
3144
Provident Living Financial Services
Utah
$448K +$444K +715 New
CHC
3145
City Holding Co
West Virginia
$448K – – –
TWM
3146
TopTier Wealth Management
Wisconsin
$447K +$443K +713 New
RCA
3147
Riverview Capital Advisers
Massachusetts
$447K +$19.3K +31 +5%
MSA
3148
Marino Stram & Associates
Massachusetts
$446K -$40.4K -65 -8%
AWS
3149
Alliance Wealth Strategies
Virginia
$446K +$442K +711 New
HAIM
3150
Hunter Associates Investment Management
Pennsylvania
$446K +$196K +316 +80%
124 125
126
127 128