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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
$426K +$26.9K +43 +6%
MWPCG
3202
Measured Wealth Private Client Group
New Hampshire
$425K +$63.8K +102 +17%
OWA
3203
Octavia Wealth Advisors
Ohio
$424K -$219K -350 -33%
SFP
3204
Shepherd Financial Partners
Massachusetts
$423K -$14.4K -23 -3%
WH
3205
Willner & Heller
California
$420K +$61.3K +98 +16%
BI
3206
Ballast Inc
Kentucky
$420K +$60K +96 +16%
PMG
3207
ProVise Management Group
Florida
$420K -$625 -1 -0.1%
FLP
3208
Financial Life Planners
Arizona
$419K +$625 +1 +0.1%
CAG
3209
Curtis Advisory Group
California
$418K -$51.9K -83 -11%
MWA
3210
Merkkuri Wealth Advisors
New York
$418K +$5K +8 +1%
BCM
3211
Blume Capital Management
California
$415K +$62.5K +100 +17%
VCM
3212
Verde Capital Management
Michigan
$414K -$70.7K -113 -14%
SVWG
3213
Shared Vision Wealth Group
United States
$414K – – –
KCPT
3214
Kingstone Capital Partners Texas
Texas
$414K +$1.25K +2 +0.3%
SAM
3215
Seelaus Asset Management
New Jersey
$414K +$85.7K +137 +25%
GAM
3216
Grandview Asset Management
Pennsylvania
$414K -$28.1K -45 -6%
CWM
3217
Cadence Wealth Management
Massachusetts
$413K -$11.9K -19 -3%
RWM
3218
Rockline Wealth Management
New York
$412K +$196K +313 +83%
AFA
3219
Antonelli Financial Advisors
Michigan
$412K -$68.8K -110 -14%
BFA
3220
Bright Financial Advisors
Michigan
$411K – – –
SIC
3221
Samalin Investment Counsel
New York
$411K -$7.5K -12 -2%
GRR
3222
Golden Reserve Retirement
Ohio
$411K -$791K -1,264 -65%
ARC
3223
Advisor Resource Council
Texas
$411K -$3.13K -5 -0.7%
RBWA
3224
RFG - Bristol Wealth Advisors
Massachusetts
$410K +$625 +1 +0.1%
OFA
3225
Oak Family Advisors
Illinois
$410K -$10.6K -17 -2%
127 128
129
130 131