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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3201
Parkshore Wealth Management
California
$420K +$1.24K +2 +0.3%
MG
3202
MilWealth Group
Wisconsin
$418K – – –
SNBOSD
3203
Security National Bank of So Dak
Iowa
$417K +$149K +240 +56%
TFA
3204
Tobias Financial Advisors
Florida
$417K +$44.7K +72 +12%
AF
3205
ASL Financial
California
$416K +$413K +664 New
DFG
3206
Demars Financial Group
Washington
$416K +$413K +664 New
PWMG
3207
Pioneer Wealth Management Group
Texas
$416K +$18.6K +30 +5%
GP
3208
Guardian Partners
Canada
$416K +$59.7K +96 +17%
SFP
3209
Strategic Financial Planning
Texas
$415K -$23.6K -38 -5%
ACM
3210
Andina Capital Management
Utah
$415K +$411K +661 New
EIG
3211
Ellenbecker Investment Group
Wisconsin
$414K +$183K +294 +81%
RI
3212
Ruggiero Investments
Florida
$413K +$409K +658 New
EWM
3213
Elmwood Wealth Management
California
$412K +$408K +657 New
CWA
3214
Cornerstone Wealth Advisors
Minnesota
$412K -$621 -1 -0.2%
RWM
3215
Riverbend Wealth Management
South Carolina
$412K +$15.5K +25 +4%
NFG
3216
Northbridge Financial Group
Florida
$412K +$408K +656 New
GSWM
3217
Greenup Street Wealth Management
Michigan
$411K +$170K +273 +71%
BA
3218
Bellwether Advisors
Nebraska
$411K -$20.5K -33 -5%
SCM
3219
Shelton Capital Management
Colorado
$411K +$408K +656 New
NSG
3220
Nalls Sherbakoff Group
Tennessee
$411K -$10.6K -17 -3%
BLFG
3221
Brian Low Financial Group
Louisiana
$411K +$11.8K +19 +3%
EP
3222
Essential Partners
California
$410K – – –
CL
3223
CIM LLC
New York
$410K – – –
WCM
3224
Warburton Capital Management
Oklahoma
$409K +$8.7K +14 +2%
HNW
3225
High Note Wealth
Minnesota
$408K – – –
127 128
129
130 131