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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3476
OakTrust Wealth Advisors
Connecticut
$287K +$284K +457 New
WCM
3477
Windsor Capital Management
Arizona
$287K -$55.9K -90 -16%
NED
3478
Nancy E. Dempze
$287K +$284K +457 New
NIA
3479
NIA Impact Advisors
California
$285K +$4.97K +8 +2%
AA
3480
Ahara Advisors
New Jersey
$285K +$282K +454 New
CAM
3481
Chesapeake Asset Management
New York
$285K +$146K +235 +107%
AWA
3482
Ark Wealth Advisors
California
$285K +$282K +454 New
AWA
3483
Asempa Wealth Advisors
Louisiana
$285K +$282K +454 New
PS
3484
Portfolio Strategies
New York
$284K +$62.8K +101 +29%
BWA
3485
Basecamp Wealth Advisors
Washington
$283K +$280K +451 New
MKC
3486
M. Kraus & Co
Vermont
$282K – – –
TC
3487
Tenret Company
Florida
$282K – – –
GJWM
3488
Gilliland Jeter Wealth Management
Arkansas
$282K +$19.3K +31 +7%
RAM
3489
Ramirez Asset Management
New York
$281K – – –
EPIMS
3490
Evelyn Partners Investment Management Services
$281K +$2.49K +4 +0.9%
LWMT
3491
Legacy Wealth Management (Tennessee)
Tennessee
$280K +$278K +447 New
CCA
3492
Cypress Capital Advisors
Tennessee
$279K – – –
ASCM
3493
Adkins Seale Capital Management
Louisiana
$279K +$277K +445 New
OWA
3494
Outlook Wealth Advisors
Texas
$278K -$4.35K -7 -2%
SF
3495
SWP Financial
California
$278K -$1.86K -3 -0.7%
AHB
3496
Abner Herrman & Brock
New Jersey
$278K – – –
AWM
3497
Affinity Wealth Management
Delaware
$278K +$20.5K +33 +8%
MF
3498
Montis Financial
Massachusetts
$277K -$3.11K -5 -1%
SA
3499
Sacks & Associates
New Jersey
$277K +$275K +442 New
CWAI
3500
Core Wealth Advisors (Indiana)
Indiana
$277K +$275K +442 New
138 139
140
141 142