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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
3151
Novus Advisors
South Carolina
$446K -$4.97K -8 -1%
SFA
3152
Spectrum Financial Alliance
Kentucky
$446K +$206K +332 +88%
PA
3153
Paragon Advisors
Texas
$445K +$13.7K +22 +3%
CWM
3154
Cadence Wealth Management
Massachusetts
$445K -$17.4K -28 -4%
IGGA
3155
Iron Gate Global Advisors
Utah
$445K +$19.3K +31 +5%
MWS
3156
MFA Wealth Services
California
$445K -$621 -1 -0.1%
PEWA
3157
Pacific Excel Wealth Advisors
California
$443K +$439K +706 New
ARC
3158
Advisor Resource Council
Texas
$443K +$430K +692 New
EMAM
3159
Encompass More Asset Management
California
$442K -$24.2K -39 -5%
CCM
3160
Colorado Capital Management
Colorado
$442K +$77.1K +124 +21%
NCG
3161
Newport Capital Group
New Jersey
$442K +$1.24K +2 +0.3%
SVWG
3162
Shared Vision Wealth Group
United States
$442K – – –
BB
3163
Berkshire Bank
Massachusetts
$441K – – –
OFA
3164
Oak Family Advisors
Illinois
$441K -$1.24K -2 -0.3%
PMG
3165
ProVise Management Group
Florida
$441K -$11.8K -19 -3%
SDH
3166
Sloy Dahl & Holst
Washington
$440K -$26.7K -43 -6%
FLP
3167
Financial Life Planners
Arizona
$439K +$1.86K +3 +0.4%
SIC
3168
Samalin Investment Counsel
New York
$438K +$11.2K +18 +3%
LFA
3169
Lauterbach Financial Advisors
Texas
$438K +$621 +1 +0.1%
PG
3170
Patten Group
Tennessee
$438K – – –
GWAM
3171
Guardian Wealth Advisors (Minnesota)
Minnesota
$437K +$1.86K +3 +0.4%
MAM
3172
Mullooly Asset Management
New Jersey
$437K -$122K -197 -22%
OPCM
3173
Osborne Partners Capital Management
California
$436K -$85.1K -137 -16%
NA
3174
Nautilus Advisors
California
$435K +$621 +1 +0.1%
CAM
3175
Covenant Asset Management
New Jersey
$435K +$57.2K +92 +15%
125 126
127
128 129