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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
3251
Painted Porch Advisors
California
$68.5K +$4.87K +9 +7%
LAM
3252
Lummis Asset Management
Texas
$68.3K +$64.3K +119 +850%
MSWM
3253
Mowery & Schoenfeld Wealth Management
Illinois
$67.2K +$35.1K +65 +98%
M
3254
MOTCO
Texas
$66.3K -$19.5K -36 -22%
FNWA
3255
Financial Network Wealth Advisors
Utah
$66.3K – – –
FCMT
3256
Founders Capital Management (Texas)
Texas
$65.8K – – –
EWP
3257
Elevation Wealth Partners
California
$65.4K -$2.16K -4 -3%
HCP
3258
Hexagon Capital Partners
Arkansas
$63.2K +$52.4K +97 +373%
MBFW
3259
Morton Brown Family Wealth
Pennsylvania
$61.7K +$43.8K +81 +208%
WA
3260
WPG Advisers
Maryland
$59.6K – – –
FIM
3261
FWL Investment Management
Texas
$59.1K – – –
NWM
3262
Navigoe Wealth Management
California
$58K – – –
MSWA
3263
Marshall & Sterling Wealth Advisors
New York
$54.5K – – –
DRS
3264
Deane Retirement Strategies
Louisiana
$53.4K -$38.9K -72 -41%
MFC
3265
Morris Financial Concepts
South Carolina
$53.4K – – –
1IA
3266
1620 Investment Advisors
Massachusetts
$52.9K +$38.9K +72 +232%
ZC
3267
Zeit Capital
Colorado
$52.4K – – –
SHIM
3268
Stone House Investment Management
Pennsylvania
$51.9K +$54.6K +101 New
KSB
3269
Kennebec Savings Bank
Maine
$50.9K -$136K -251 -72%
VBA
3270
von Borstel & Associates
Oregon
$50K +$53K +98 New
LWMI
3271
Legacy Wealth Management (Idaho)
Idaho
$48.8K -$16.8K -31 -25%
KWM
3272
Kiker Wealth Management
Georgia
$46.8K +$37.8K +70 +333%
EWA
3273
Elevate Wealth Advisory
Georgia
$46.5K +$22.2K +41 +84%
EAM
3274
Eukles Asset Management
Ohio
$46.3K +$1.62K +3 +3%
SAM
3275
Sherman Asset Management
California
$45.7K -$4.33K -8 -8%
129 130
131
132 133