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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGWM
3626
Price Financial Group Wealth Management
Oregon
$223K +$221K +356 New
CFGF
3627
Compass Financial Group (Florida)
Florida
$223K – – –
SPW
3628
Sonoma Private Wealth
California
$223K – – –
MBWA
3629
Marin Bay Wealth Advisors
California
$222K +$221K +355 New
SSWG
3630
Seven Springs Wealth Group
Tennessee
$222K +$220K +354 New
IWMA
3631
Ironwood Wealth Management (Arizona)
Arizona
$221K -$137K -220 -38%
SPIO
3632
Seven Post Investment Office
California
$221K -$17.4K -28 -7%
OWMIAS
3633
One Wealth Management Investment & Advisory Services
Florida
$221K +$219K +352 New
WAP
3634
Wealth Analytics Partners
California
$220K +$218K +351 New
BWG
3635
Boomfish Wealth Group
Georgia
$220K +$218K +351 New
MWML
3636
M Wealth Management LLC
California
$219K – – –
PRTG
3637
Post Resch Tallon Group
New York
$219K +$218K +350 New
SCFS
3638
Stewardship Concepts Financial Services
Washington
$218K +$216K +347 New
GL
3639
Gerber LLC
Ohio
$217K +$1.24K +2 +0.6%
JAG
3640
Journey Advisory Group
Kentucky
$216K +$9.32K +15 +5%
TFP
3641
Triune Financial Partners
Kansas
$216K +$621 +1 +0.3%
AB
3642
Atlas Brown
Kentucky
$216K -$70.2K -113 -25%
AIM
3643
Archer Investment Management
Texas
$216K -$3.73K -6 -2%
SC
3644
Shearwater Capital
Colorado
$216K +$214K +344 New
PWM
3645
Provident Wealth Management
Tennessee
$215K – – –
BCV
3646
Banque Cantonale Vaudoise
Switzerland
$215K -$41.6K -67 -16%
AMM
3647
American Money Management
California
$215K -$589K -947 -73%
MAV
3648
Mason & Associates (Virginia)
Virginia
$214K -$6.84K -11 -3%
WIA
3649
Westbourne Investment Advisors
Maryland
$214K – – –
RWMG
3650
Redwood Wealth Management Group
New Jersey
$213K +$211K +340 New
144 145
146
147 148