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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
3176
Marino Stram & Associates
Massachusetts
$436K +$11.3K +18 +3%
EW
3177
Element Wealth
Mississippi
$436K – – –
MWS
3178
MFA Wealth Services
California
$435K +$11.9K +19 +3%
MCM
3179
McRae Capital Management
New Jersey
$435K – – –
WAOI
3180
Wealth Advisors of Iowa
Iowa
$434K +$455K +727 New
VF
3181
Vawter Financial
Ohio
$434K +$625 +1 +0.1%
PRS
3182
Pinkerton Retirement Specialists
Idaho
$433K – – –
SA
3183
Seneschal Advisors
Washington
$433K -$41.3K -66 -8%
KF
3184
KKM Financial
Illinois
$431K – – –
CWA
3185
Cornerstone Wealth Advisors
Minnesota
$430K +$38.8K +62 +9%
IGGA
3186
Iron Gate Global Advisors
Utah
$430K +$6.25K +10 +1%
HAIM
3187
Hunter Associates Investment Management
Pennsylvania
$427K +$4.38K +7 +1%
RCA
3188
Riverview Capital Advisers
Massachusetts
$427K +$1.25K +2 +0.3%
MCWA
3189
Meadow Creek Wealth Advisors
Georgia
$426K +$446K +713 New
PWM
3190
Parkshore Wealth Management
California
$426K +$26.9K +43 +6%
MWPCG
3191
Measured Wealth Private Client Group
New Hampshire
$425K +$63.8K +102 +17%
OWA
3192
Octavia Wealth Advisors
Ohio
$424K -$219K -350 -33%
SFP
3193
Shepherd Financial Partners
Massachusetts
$423K -$14.4K -23 -3%
WH
3194
Willner & Heller
California
$420K +$61.3K +98 +16%
BI
3195
Ballast Inc
Kentucky
$420K +$60K +96 +16%
PMG
3196
ProVise Management Group
Florida
$420K -$625 -1 -0.1%
FLP
3197
Financial Life Planners
Arizona
$419K +$625 +1 +0.1%
CAG
3198
Curtis Advisory Group
California
$418K -$51.9K -83 -11%
MWA
3199
Merkkuri Wealth Advisors
New York
$418K +$5K +8 +1%
BCM
3200
Blume Capital Management
California
$415K +$62.5K +100 +17%
126 127
128
129 130