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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
3326
Curtis Advisory Group
California
$449K -$30K -45 -6%
AWM
3327
Aviso Wealth Management
Washington
$449K – – –
WAS
3328
Westco Advisory Services
New York
$448K +$7.33K +11 +2%
GPWM
3329
Grant Private Wealth Management
California
$448K -$131K -196 -23%
BIA
3330
Bigelow Investment Advisors
Maine
$446K – – –
SDH
3331
Sloy Dahl & Holst
Washington
$445K – – –
KG
3332
Kilter Group
New York
$445K +$1.33K +2 +0.3%
EIG
3333
Ellenbecker Investment Group
Wisconsin
$445K +$8.67K +13 +2%
LEFP
3334
Leading Edge Financial Planning
Tennessee
$444K -$3.33K -5 -0.8%
MSWM
3335
Master's Wealth Management
Pennsylvania
$444K +$58.7K +88 +16%
CL
3336
CIM LLC
New York
$443K – – –
LFA
3337
Lauterbach Financial Advisors
Texas
$442K -$16.7K -25 -4%
JESC
3338
J.E. Simmons & Co
Texas
$440K +$85.3K +128 +25%
NFG
3339
Northbridge Financial Group
Florida
$439K -$1.33K -2 -0.3%
DWM
3340
Darwin Wealth Management
Florida
$438K +$58.7K +88 +16%
SFS
3341
Solitude Financial Services
Virginia
$438K +$667 +1 +0.2%
CIC
3342
Cutler Investment Counsel
Oregon
$437K +$2.67K +4 +0.6%
GL
3343
Gerber LLC
Ohio
$437K +$193K +289 +83%
PPWM
3344
Perissos Private Wealth Management
Oklahoma
$436K – – –
MSAGDF
3345
Moneda SA Administradora General de Fondos
Chile
$435K +$423K +634 New
PWMG
3346
Pioneer Wealth Management Group
Texas
$435K – – –
MWPCG
3347
Measured Wealth Private Client Group
New Hampshire
$434K -$52.7K -79 -11%
SWM
3348
Seaside Wealth Management
California
$433K +$16K +24 +4%
LI
3349
Lafayette Investments
Maryland
$433K – – –
CFGW
3350
Chancellor Financial Group WB
Pennsylvania
$432K +$58.7K +88 +16%
132 133
134
135 136