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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3576
COWA LLC
Oklahoma
$247K +$245K +394 New
GWMI
3577
Guardian Wealth Management (Illinois)
Illinois
$247K +$245K +394 New
KCM
3578
Key Capital Management
Tennessee
$247K +$245K +394 New
BHBT
3579
Burke & Herbert Bank & Trust
Virginia
$246K -$1.35M -2,166 -85%
ACM
3580
Absolute Capital Management
Pennsylvania
$246K -$3.09M -4,971 -93%
SAM
3581
Satovsky Asset Management
New York
$246K +$1.24K +2 +0.5%
VAMG
3582
Voisard Asset Management Group
Michigan
$245K – – –
MWM
3583
MinichMacGregor Wealth Management
New York
$244K -$31.7K -51 -12%
CWM
3584
Core Wealth Management
Florida
$244K -$42.3K -68 -15%
OAP
3585
One Advisory Partners
Kansas
$243K – – –
PMIM
3586
Prudent Man Investment Management
Colorado
$242K -$122K -196 -34%
PF
3587
PlanWiser Financial
Colorado
$242K – – –
CSW
3588
Cogent Strategic Wealth
Illinois
$241K +$236K +380 New
PWS
3589
Proactive Wealth Strategies
Georgia
$240K +$21.8K +35 +10%
PAG
3590
Poinciana Advisors Group
Florida
$239K -$17.4K -28 -7%
SWMP
3591
Signature Wealth Management Partners
New Jersey
$239K – – –
EWM
3592
Endowment Wealth Management
Wisconsin
$239K +$237K +381 New
JAWA
3593
John A. Wolfe & Associates
Michigan
$239K +$237K +381 New
CFG
3594
Carr Financial Group
Massachusetts
$238K +$1.86K +3 +0.8%
BWS
3595
Buck Wealth Strategies
Colorado
$238K +$21.8K +35 +10%
RWM
3596
Rockline Wealth Management
New York
$236K +$3.73K +6 +2%
PFWA
3597
Paces Ferry Wealth Advisors
Georgia
$236K – – –
CCP
3598
Cane Capital Partners
Louisiana
$236K +$234K +376 New
PSP
3599
Pacific Sage Partners
Washington
$236K +$234K +376 New
NAMNJ
3600
NorthStar Asset Management (New Jersey)
New Jersey
$235K +$233K +375 New
142 143
144
145 146