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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3551
Christine Messmer PC
Pennsylvania
$260K +$258K +415 New
FGG
3552
Financial Guidance Group
Florida
$259K – – –
PWM
3553
Paulson Wealth Management
Illinois
$259K -$52.8K -85 -17%
AA
3554
Aire Advisors
California
$259K -$621 -1 -0.2%
SC
3555
Samlyn Capital
New York
$258K -$1.24K -2 -0.5%
SFA
3556
Seneca Financial Advisors
New York
$257K – – –
SFG
3557
SevenBridge Financial Group
Pennsylvania
$257K +$1.86K +3 +0.8%
SNBOSCI
3558
Security National Bank of Sioux City Iowa
Iowa
$255K -$6.21K -10 -2%
PW
3559
PUREfi Wealth
Massachusetts
$255K – – –
SGWP
3560
Sun Group Wealth Partners
California
$255K +$252K +406 New
SC
3561
Searle & Co
Connecticut
$254K – – –
CPCP
3562
Cedar Point Capital Partners
Iowa
$254K +$45.4K +73 +22%
BWM
3563
Bernicke Wealth Management
Wisconsin
$254K +$252K +405 New
OCM
3564
Orleans Capital Management
Louisiana
$253K – – –
SB
3565
Semitam Bonam
New York
$252K +$250K +402 New
DIM
3566
Delta Investment Management
California
$251K +$43.5K +70 +21%
GPI
3567
General Partner Inc
Pennsylvania
$251K – – –
WFA
3568
Wells Financial Advisors
Massachusetts
$251K – – –
BCG
3569
Bravias Capital Group
New Jersey
$251K -$12.4K -20 -5%
DJYG
3570
David J. Yvars Group
Florida
$250K +$1.24K +2 +0.5%
HFM
3571
Hartford Funds Management
Pennsylvania
$250K +$247K +398 New
MWM
3572
Meadowbrook Wealth Management
New York
$250K – – –
RCM
3573
RMR Capital Management
California
$249K +$621 +1 +0.3%
NFW
3574
Noble Family Wealth
Florida
$248K +$246K +396 New
FCM
3575
Fogel Capital Management
Florida
$248K +$4.97K +8 +2%
141 142
143
144 145