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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3226
Ashford Advisors
New York
$406K -$1.88K -3 -0.4%
RI
3227
Ruggiero Investments
Florida
$406K +$13.1K +21 +3%
WCM
3228
Winebrenner Capital Management
Kentucky
$405K +$45.7K +73 +12%
RMCM
3229
Reynders McVeigh Capital Management
Massachusetts
$405K +$138K +220 +48%
NFG
3230
Northbridge Financial Group
Florida
$405K -$8.76K -14 -2%
HFO
3231
Heritage Family Offices
Arizona
$405K +$423K +677 New
LFGO
3232
Legacy Financial Group (Oklahoma)
Oklahoma
$404K -$1.25K -2 -0.3%
MCM
3233
McDonough Capital Management
Florida
$404K -$51.9K -83 -11%
TCM
3234
Tandem Capital Management
New Jersey
$402K – – –
PHS
3235
Pekin Hardy Strauss
Illinois
$402K +$153K +244 +57%
MCP
3236
Mirador Capital Partners
California
$401K -$101K -161 -19%
PG
3237
Patten Group
Tennessee
$400K -$17.5K -28 -4%
LFA
3238
Lauterbach Financial Advisors
Texas
$400K -$18.8K -30 -4%
MG
3239
MilWealth Group
Wisconsin
$399K – – –
PPWP
3240
Premier Path Wealth Partners
New Jersey
$398K -$1.35M -2,162 -76%
JFG
3241
Juno Financial Group
Virginia
$397K -$76.3K -122 -16%
SNBOSD
3242
Security National Bank of So Dak
Iowa
$397K – – –
SFC
3243
Swisher Financial Concepts
Ohio
$397K +$67.5K +108 +19%
DFG
3244
Demars Financial Group
Washington
$397K – – –
BA
3245
Bellwether Advisors
Nebraska
$395K +$2.5K +4 +0.6%
PC
3246
Prairiewood Capital
North Dakota
$394K +$413K +660 New
ACM
3247
Andina Capital Management
Utah
$394K -$1.25K -2 -0.3%
PJSIMP
3248
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K -$63.2K -101 -13%
SCM
3249
Shelton Capital Management
Colorado
$392K – – –
MBWA
3250
Marin Bay Wealth Advisors
California
$391K +$187K +299 +84%
128 129
130
131 132