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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWP
3551
Sun Group Wealth Partners
California
$255K +$252K +406 New
SC
3552
Searle & Co
Connecticut
$254K – – –
CPCP
3553
Cedar Point Capital Partners
Iowa
$254K +$45.4K +73 +22%
BWM
3554
Bernicke Wealth Management
Wisconsin
$254K +$252K +405 New
OCM
3555
Orleans Capital Management
Louisiana
$253K – – –
SB
3556
Semitam Bonam
New York
$252K +$250K +402 New
DIM
3557
Delta Investment Management
California
$251K +$43.5K +70 +21%
GPI
3558
General Partner Inc
Pennsylvania
$251K – – –
WFA
3559
Wells Financial Advisors
Massachusetts
$251K – – –
BCG
3560
Bravias Capital Group
New Jersey
$251K -$12.4K -20 -5%
DJYG
3561
David J. Yvars Group
Florida
$250K +$1.24K +2 +0.5%
HFM
3562
Hartford Funds Management
Pennsylvania
$250K +$247K +398 New
MWM
3563
Meadowbrook Wealth Management
New York
$250K – – –
RCM
3564
RMR Capital Management
California
$249K +$621 +1 +0.3%
NFW
3565
Noble Family Wealth
Florida
$248K +$246K +396 New
FCM
3566
Fogel Capital Management
Florida
$248K +$4.97K +8 +2%
CL
3567
COWA LLC
Oklahoma
$247K +$245K +394 New
GWMI
3568
Guardian Wealth Management (Illinois)
Illinois
$247K +$245K +394 New
KCM
3569
Key Capital Management
Tennessee
$247K +$245K +394 New
BHBT
3570
Burke & Herbert Bank & Trust
Virginia
$246K -$1.35M -2,166 -85%
ACM
3571
Absolute Capital Management
Pennsylvania
$246K -$3.09M -4,971 -93%
SAM
3572
Satovsky Asset Management
New York
$246K +$1.24K +2 +0.5%
VAMG
3573
Voisard Asset Management Group
Michigan
$245K – – –
MWM
3574
MinichMacGregor Wealth Management
New York
$244K -$31.7K -51 -12%
CWM
3575
Core Wealth Management
Florida
$244K -$42.3K -68 -15%
141 142
143
144 145