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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3626
Endowment Wealth Management
Wisconsin
$230K +$1.88K +3 +0.8%
SGWP
3627
Sun Group Wealth Partners
California
$229K -$13.8K -22 -5%
SWMP
3628
Signature Wealth Management Partners
New Jersey
$228K +$625 +1 +0.3%
BC
3629
Barnett & Company
Tennessee
$228K +$239K +382 New
TSS
3630
Taylor Securities Services
Pennsylvania
$228K +$239K +382 New
PAG
3631
Poinciana Advisors Group
Florida
$228K – – –
GSF
3632
Grove Street Fiduciary
New Hampshire
$228K -$80.7K -129 -25%
JRSI
3633
Jeter Robert S II
$228K +$210K +336 New
PSP
3634
Pacific Sage Partners
Washington
$228K +$3.13K +5 +1%
GTWM
3635
Global Trust Wealth Management
Florida
$228K +$25.6K +41 +12%
CSW
3636
Cogent Strategic Wealth
Illinois
$227K – – –
SB
3637
Simmons Bank
Arkansas
$227K +$30K +48 +14%
SEEDPG
3638
S.E.E.D. Planning Group
New York
$226K +$237K +379 New
ISWM
3639
Independent Solutions Wealth Management
New York
$226K +$237K +379 New
MF
3640
Montis Financial
Massachusetts
$226K -$40K -64 -14%
WA
3641
Waterford Advisors
New York
$225K -$51.3K -82 -17%
BFWM
3642
Bright Futures Wealth Management
New York
$225K +$28.8K +46 +14%
TF
3643
Tenzing Financial
Virginia
$225K +$12.5K +20 +6%
IWM
3644
Inlight Wealth Management
Georgia
$224K +$3.13K +5 +1%
VAS
3645
Valicenti Advisory Services
New York
$223K – – –
B
3646
Bellecapital
Switzerland
$222K +$233K +372 New
LAM
3647
L2 Asset Management
Massachusetts
$222K +$233K +372 New
NF
3648
Napier Financial
Massachusetts
$221K +$231K +370 New
AFG
3649
Altiora Financial Group
Ohio
$220K +$231K +369 New
WAS
3650
WESPAC Advisors SoCal
California
$220K -$245K -391 -52%
144 145
146
147 148