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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PRAG
3526
Portfolio Resources Advisor Group
Florida
$267K +$264K +425 New
KCIC
3527
Kuhn & Co Investment Counsel
Illinois
$266K +$264K +425 New
CA
3528
Centennial Advisors
Texas
$265K +$263K +423 New
RTL
3529
Red Tortoise LLC
Georgia
$265K -$2.25M -3,616 -90%
SCI
3530
S&CO Inc
Massachusetts
$265K – – –
TCM
3531
Traub Capital Management
Massachusetts
$265K – – –
W
3532
WPWealth
Texas
$265K +$621 +1 +0.2%
TAWM
3533
Three Arch Wealth Management
California
$263K +$260K +419 New
GWA
3534
Gratus Wealth Advisors
Virginia
$262K – – –
PIA
3535
Powell Investment Advisors
Florida
$262K +$1.24K +2 +0.5%
RAM
3536
Riggs Asset Management
Pennsylvania
$262K +$1.24K +2 +0.5%
LI
3537
LVZ Inc
Michigan
$262K -$1.24K -2 -0.5%
FPW
3538
Flagship Private Wealth
Massachusetts
$261K +$1.24K +2 +0.5%
BBW
3539
Blue Barn Wealth
Utah
$261K -$161K -259 -38%
SA
3540
Sicart Associates
New York
$261K – – –
TWP
3541
Tempus Wealth Planning
California
$261K +$7.46K +12 +3%
CMP
3542
Christine Messmer PC
Pennsylvania
$260K +$258K +415 New
FGG
3543
Financial Guidance Group
Florida
$259K – – –
PWM
3544
Paulson Wealth Management
Illinois
$259K -$52.8K -85 -17%
AA
3545
Aire Advisors
California
$259K -$621 -1 -0.2%
SC
3546
Samlyn Capital
New York
$258K -$1.24K -2 -0.5%
SFA
3547
Seneca Financial Advisors
New York
$257K – – –
SFG
3548
SevenBridge Financial Group
Pennsylvania
$257K +$1.86K +3 +0.8%
SNBOSCI
3549
Security National Bank of Sioux City Iowa
Iowa
$255K -$6.21K -10 -2%
PW
3550
PUREfi Wealth
Massachusetts
$255K – – –
140 141
142
143 144