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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3276
Catalina Capital Group
California
$380K +$71.3K +114 +22%
SEM
3277
Suncoast Equity Management
Florida
$380K -$74.4K -119 -16%
PFG
3278
Pinnacle Financial Group
Illinois
$380K +$625 +1 +0.2%
PPWM
3279
Perissos Private Wealth Management
Oklahoma
$379K -$1.25M -1,993 -76%
EIG
3280
Ellenbecker Investment Group
Wisconsin
$379K -$15.6K -25 -4%
ACG
3281
Allen Capital Group
Nebraska
$379K -$31.3K -50 -7%
MCM
3282
M1 Capital Management
Michigan
$379K +$10.6K +17 +3%
PWMG
3283
Pioneer Wealth Management Group
Texas
$379K -$18.8K -30 -5%
CC
3284
Capital Counsel
New York
$378K – – –
CIC
3285
Cutler Investment Counsel
Oregon
$378K +$14.4K +23 +4%
LI
3286
Lafayette Investments
Maryland
$377K – – –
PCMC
3287
Paragon Capital Management (Colorado)
Colorado
$375K – – –
SCP
3288
Stevens Capital Partners
Nebraska
$375K +$46.9K +75 +14%
FGA
3289
Fortis Group Advisors
New Jersey
$375K -$946K -1,512 -72%
FPI
3290
Financial Plan Inc
Washington
$375K -$36.9K -59 -9%
HWP
3291
Hibernia Wealth Partners
Louisiana
$374K +$10K +16 +3%
BFA
3292
Benedict Financial Advisors
Georgia
$373K +$1.25K +2 +0.3%
ACM
3293
Aljian Capital Management
Nevada
$372K +$389K +622 New
KCM
3294
KRS Capital Management
Michigan
$370K +$625 +1 +0.2%
PWM
3295
Prentice Wealth Management
New York
$370K +$6.25K +10 +2%
BCFS
3296
Butensky & Cohen Financial Security
Florida
$369K -$13.1K -21 -3%
CFO
3297
Custos Family Office
Texas
$367K -$128K -204 -25%
W
3298
WPWealth
Texas
$366K +$119K +190 +45%
KPPF
3299
Klein Pavlis & Peasley Financial
California
$366K -$18.8K -30 -5%
NA
3300
Nestegg Advisors
New York
$365K -$4.38K -7 -1%
130 131
132
133 134