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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3701
McGlone Suttner Wealth Management
Wisconsin
$256K -$54.7K -82 -18%
MWML
3702
M Wealth Management LLC
California
$255K +$14.7K +22 +6%
DS
3703
DRW Securities
Illinois
$255K +$248K +372 New
MKA
3704
M. Kulyk & Associates
Georgia
$255K +$247K +371 New
SCM
3705
Sollinda Capital Management
Florida
$254K +$247K +370 New
IWM
3706
Inlight Wealth Management
Georgia
$254K -$3.33K -5 -1%
NFW
3707
Noble Family Wealth
Florida
$253K +$246K +369 New
AFG
3708
Altiora Financial Group
Ohio
$252K -$1.33K -2 -0.5%
MF
3709
Montis Financial
Massachusetts
$251K -$8.67K -13 -3%
MAM
3710
Mainsail Asset Management
Alabama
$250K – – –
WFG
3711
Wills Financial Group
Virginia
$250K – – –
RC
3712
Randolph Company
Ohio
$249K -$3.33K -5 -1%
SWM
3713
Sherman Wealth Management
Maryland
$249K +$242K +363 New
MAV
3714
Mason & Associates (Virginia)
Virginia
$249K – – –
USB
3715
Union Savings Bank
Connecticut
$249K – – –
SFC
3716
Swisher Financial Concepts
Ohio
$248K -$202K -303 -46%
TI
3717
Trexquant Investment
Connecticut
$248K -$24K -36 -9%
PFGWM
3718
Price Financial Group Wealth Management
Oregon
$246K +$667 +1 +0.3%
WFS
3719
WealthGarden F.S.
California
$246K +$239K +358 New
FC
3720
Fusion Capital
South Carolina
$246K +$239K +358 New
SHA
3721
Seneca House Advisors
Virginia
$245K -$113K -169 -32%
BWG
3722
Boomfish Wealth Group
Georgia
$245K +$4K +6 +2%
SPW
3723
Sonoma Private Wealth
California
$244K +$667 +1 +0.3%
CFGF
3724
Compass Financial Group (Florida)
Florida
$244K – – –
PL
3725
Protective Life
Alabama
$243K – – –
147 148
149
150 151