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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
3426
New Perspectives Inc
Mississippi
$304K +$1.25K +2 +0.4%
MAWAG
3427
Mid-American Wealth Advisory Group
Missouri
$303K – – –
AFS
3428
Access Financial Services
Minnesota
$303K -$1.25K -2 -0.4%
HCA
3429
Heck Capital Advisors
Wisconsin
$303K +$1.25K +2 +0.4%
PWMG
3430
Pinnacle Wealth Management Group
Michigan
$302K – – –
WWM
3431
Westwood Wealth Management
California
$302K +$316K +506 New
TWA
3432
Tulsa Wealth Advisors
Oklahoma
$302K +$316K +505 New
WAL
3433
W Advisors LLC
Tennessee
$302K -$15K -24 -5%
LGA
3434
Lebenthal Global Advisors
New York
$301K -$20K -32 -6%
AFA
3435
American Financial Advisors
Georgia
$301K +$12.5K +20 +4%
CAAM
3436
Cornerstone Advisors Asset Management
Pennsylvania
$300K +$23.8K +38 +8%
RFN
3437
RDA Financial Network
Iowa
$300K -$34.4K -55 -10%
ECAM
3438
East Coast Asset Management
Massachusetts
$299K – – –
EFG
3439
Ehrlich Financial Group
California
$298K +$22.5K +36 +8%
AWA
3440
Asempa Wealth Advisors
Louisiana
$298K +$25K +40 +9%
AIC
3441
Allodium Investment Consultants
Minnesota
$298K +$625 +1 +0.2%
AWM
3442
Avaii Wealth Management
Wisconsin
$297K +$17.5K +28 +6%
JF
3443
Joule Financial
Kentucky
$297K – – –
VNA
3444
Valley National Advisers
Pennsylvania
$295K -$472K -755 -60%
LWMT
3445
Legacy Wealth Management (Tennessee)
Tennessee
$295K +$28.8K +46 +10%
RA
3446
Rodgers & Associates
Pennsylvania
$294K – – –
HCP
3447
Hamilton Capital Partners
Georgia
$294K +$308K +492 New
CP
3448
Clarendon Private
Massachusetts
$294K -$16.9K -27 -5%
YWM
3449
Yardley Wealth Management
Pennsylvania
$293K +$10K +16 +3%
LAS
3450
LWM Advisory Services
Florida
$292K -$61.3K -98 -17%
136 137
138
139 140