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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPI
3301
Financial Plan Inc
Washington
$375K -$36.9K -59 -9%
HWP
3302
Hibernia Wealth Partners
Louisiana
$374K +$10K +16 +3%
BFA
3303
Benedict Financial Advisors
Georgia
$373K +$1.25K +2 +0.3%
ACM
3304
Aljian Capital Management
Nevada
$372K +$389K +622 New
KCM
3305
KRS Capital Management
Michigan
$370K +$625 +1 +0.2%
PWM
3306
Prentice Wealth Management
New York
$370K +$6.25K +10 +2%
BCFS
3307
Butensky & Cohen Financial Security
Florida
$369K -$13.1K -21 -3%
CFO
3308
Custos Family Office
Texas
$367K -$128K -204 -25%
W
3309
WPWealth
Texas
$366K +$119K +190 +45%
KPPF
3310
Klein Pavlis & Peasley Financial
California
$366K -$18.8K -30 -5%
NA
3311
Nestegg Advisors
New York
$365K -$4.38K -7 -1%
SS
3312
Sound Stewardship
Kansas
$365K – – –
CCM
3313
Chaney Capital Management
Washington
$365K -$19.4K -31 -5%
TR
3314
Tepp RIA
New Jersey
$364K -$114K -182 -23%
TCG
3315
Transcendent Capital Group
Oklahoma
$363K -$43.2K -69 -10%
MHR
3316
Matthew Hamilton Rosenberg
$363K – – –
SWM
3317
Seaside Wealth Management
California
$363K – – –
RF
3318
Robbins Farley
New Hampshire
$362K -$23.1K -37 -6%
BDFN
3319
Bond & Devick Financial Network
Minnesota
$362K +$625 +1 +0.2%
NJIM
3320
Nabity-Jensen Investment Management
Nebraska
$361K -$2.5K -4 -0.7%
FA
3321
Fagan Associates
New York
$361K -$13.8K -22 -4%
FIT
3322
Financially in Tune
Massachusetts
$360K – – –
HPC
3323
Hobart Private Capital
North Carolina
$359K – – –
PWM
3324
Pines Wealth Management
North Carolina
$359K -$71.9K -115 -16%
BMC
3325
Benin Management Corp
Connecticut
$359K – – –
131 132
133
134 135