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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1701
Primoris Wealth Advisors
Florida
$388K +$423K +1,124 New
HSG
1702
Helen Stephens Group
Texas
$383K -$29K -77 -7%
CAM
1703
Campion Asset Management
Virginia
$382K – – –
SF
1704
Safeguard Financial
Wisconsin
$382K +$49.4K +131 +13%
MCM
1705
Morton Capital Management
California
$381K -$18.8K -50 -4%
BCFS
1706
Butensky & Cohen Financial Security
Florida
$377K -$551K -1,463 -57%
CC
1707
Commons Capital
Massachusetts
$377K -$34.7K -92 -8%
DHFB
1708
Dixon Hubard Feinour & Brown
Virginia
$377K +$5.27K +14 +1%
PAIM
1709
Punch & Associates Investment Management
Minnesota
$377K +$367K +975 +863%
SCA
1710
Stonebridge Capital Advisors
Minnesota
$376K -$26.4K -70 -6%
MM
1711
Main Management
California
$376K +$14.7K +39 +4%
IF
1712
Integrity Financial
Wyoming
$376K +$135K +358 +49%
FCA
1713
FinTrust Capital Advisors
South Carolina
$375K -$125K -332 -24%
BAM
1714
Bayshore Asset Management
Florida
$375K +$35.8K +95 +10%
AUB
1715
Atlantic Union Bankshares
Virginia
$371K -$27.9K -74 -6%
LBC
1716
Lawrence B. Cohen
$371K +$403K +1,070 New
MCWS
1717
McKinley Carter Wealth Services
West Virginia
$370K -$65.5K -174 -14%
WA
1718
Wealth Alliance
New York
$369K +$400K +1,063 New
WP
1719
WMS Partners
Maryland
$368K – – –
AIA
1720
Armor Investment Advisors
North Carolina
$367K +$27.1K +72 +7%
SAM
1721
Strategy Asset Managers
California
$366K -$41.8K -111 -10%
BA
1722
Bellwether Advisors
Nebraska
$366K – – –
HCMT
1723
Highland Capital Management (Tennessee)
Tennessee
$366K – – –
MFS
1724
Madrona Financial Services
Washington
$365K -$18.8K -50 -5%
BWA
1725
Burt Wealth Advisors
Maryland
$364K +$5.65K +15 +1%
67 68
69
70 71