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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
3526
Akuna Securities
Illinois
$269K +$267K +429 New
PHS
3527
Pekin Hardy Strauss
Illinois
$269K +$267K +429 New
CFG
3528
Cosner Financial Group
Colorado
$268K – – –
WPA
3529
Wealth Preservation Advisors
Tennessee
$268K – – –
BOC
3530
Bull Oak Capital
California
$268K +$265K +427 New
NWA
3531
New World Advisors
Massachusetts
$267K – – –
CRW
3532
Clarity Retirement & Wealth
Massachusetts
$267K +$265K +426 New
FWA
3533
FORM Wealth Advisors
Wisconsin
$267K +$265K +426 New
SC
3534
Stephenson & Company
California
$267K – – –
PRAG
3535
Portfolio Resources Advisor Group
Florida
$267K +$264K +425 New
KCIC
3536
Kuhn & Co Investment Counsel
Illinois
$266K +$264K +425 New
CA
3537
Centennial Advisors
Texas
$265K +$263K +423 New
RTL
3538
Red Tortoise LLC
Georgia
$265K -$2.25M -3,616 -90%
SCI
3539
S&CO Inc
Massachusetts
$265K – – –
TCM
3540
Traub Capital Management
Massachusetts
$265K – – –
W
3541
WPWealth
Texas
$265K +$621 +1 +0.2%
TAWM
3542
Three Arch Wealth Management
California
$263K +$260K +419 New
GWA
3543
Gratus Wealth Advisors
Virginia
$262K – – –
PIA
3544
Powell Investment Advisors
Florida
$262K +$1.24K +2 +0.5%
RAM
3545
Riggs Asset Management
Pennsylvania
$262K +$1.24K +2 +0.5%
LI
3546
LVZ Inc
Michigan
$262K -$1.24K -2 -0.5%
FPW
3547
Flagship Private Wealth
Massachusetts
$261K +$1.24K +2 +0.5%
BBW
3548
Blue Barn Wealth
Utah
$261K -$161K -259 -38%
SA
3549
Sicart Associates
New York
$261K – – –
TWP
3550
Tempus Wealth Planning
California
$261K +$7.46K +12 +3%
140 141
142
143 144