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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3226
Truvestments Capital
Florida
$76.5K – – –
VFM
3227
Vision Financial Markets
Connecticut
$76K +$76.4K +141 New
EW
3228
Element Wealth
Mississippi
$75.5K +$3.25K +6 +4%
CFG
3229
Copley Financial Group
California
$75.4K -$72.6K -134 -49%
SWP
3230
SIMA Wealth Partners
Virginia
$74K +$44.4K +82 +149%
WOC
3231
West Oak Capital
California
$73.8K – – –
LC
3232
Luminist Capital
Michigan
$71.7K +$72K +133 New
EWP
3233
Elevation Wealth Partners
California
$70.6K +$6.5K +12 +10%
LIS
3234
Legacy Investment Solutions
Idaho
$69.6K -$10.8K -20 -14%
LWMI
3235
Legacy Wealth Management (Idaho)
Idaho
$69.6K -$10.8K -20 -14%
FNWA
3236
Financial Network Wealth Advisors
Utah
$69.5K – – –
FCMT
3237
Founders Capital Management (Texas)
Texas
$69K – – –
MFC
3238
Mechanics Financial Corp
Ohio
$67.9K – – –
PPA
3239
Painted Porch Advisors
California
$66.8K +$542 +1 +0.8%
WCM
3240
Westend Capital Management
California
$65.2K +$62.8K +116 +2,320%
WA
3241
WPG Advisers
Maryland
$62.5K +$62.8K +116 New
FIM
3242
FWL Investment Management
Texas
$62K +$62.3K +115 New
OWP
3243
ORG Wealth Partners
Texas
$61.4K -$236K -436 -79%
NWM
3244
Navigoe Wealth Management
California
$61K +$61.7K +114 New
CCA
3245
Criterion Capital Advisors
Tennessee
$60.5K – – –
MSWA
3246
Marshall & Sterling Wealth Advisors
New York
$56.9K +$57.4K +106 New
ZC
3247
Zeit Capital
Colorado
$56.9K +$11.9K +22 +28%
MFC
3248
Morris Financial Concepts
South Carolina
$56K – – –
CSPIA
3249
Cary Street Partners Investment Advisory
Virginia
$55.5K -$17.4M -32,193 -100%
HGERS
3250
Householder Group Estate & Retirement Specialist
Arizona
$54K -$1.94M -3,579 -97%
128 129
130
131 132