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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1251
HCR Wealth Advisors
California
$104K -$213K -753 -68%
SL
1252
Salomon & Ludwin
Virginia
$102K +$97.3K +344 New
ME
1253
McIlrath & Eck
Washington
$98K – – –
BBA
1254
Braun-Bostich & Associates
Pennsylvania
$98K +$92.5K +327 New
CWA
1255
Capital Wealth Alliance
Arizona
$95K +$91.1K +322 New
SWA
1256
Sutton Wealth Advisors
Florida
$93.2K – – –
SNT
1257
Security National Trust
West Virginia
$90K – – –
NG
1258
NWK Group
California
$90K +$85.7K +303 New
SJIM
1259
St. Johns Investment Management
Florida
$89K +$41K +145 +94%
AIA
1260
Armor Investment Advisors
North Carolina
$89K +$84.9K +300 New
BWA
1261
BDO Wealth Advisors
Florida
$88K -$367K -1,296 -81%
BCA
1262
Berman Capital Advisors
Georgia
$88K – – –
LB
1263
Legacy Bridge
Iowa
$88K – – –
GAM
1264
Gemmer Asset Management
California
$85K – – –
DC
1265
DeDora Capital
California
$83K +$79.8K +282 New
GDP
1266
Great Diamond Partners
Maine
$81K +$78.1K +276 New
TT
1267
TI-Trust
Illinois
$79K +$75.5K +267 New
AWMS
1268
Advocacy Wealth Management Services
Georgia
$75K +$71.8K +254 New
MAWCM
1269
Mine & Arao Wealth Creation & Management
California
$75K +$71.8K +254 New
WFMPM
1270
Woodley Farra Manion Portfolio Management
Indiana
$74K +$70.7K +250 New
SCA
1271
Stonebridge Capital Advisors
Minnesota
$73K +$41.6K +147 +147%
FWP
1272
FAS Wealth Partners
Kansas
$71K +$67.6K +239 New
PO
1273
Private Ocean
California
$67K -$28.3K -100 -31%
PWP
1274
Personal Wealth Partners
Minnesota
$67K – – –
CT
1275
Caldwell Trust
Florida
$66.9K +$63.9K +226 New
49 50
51
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