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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1776
Mogy Joel R Investment Counsel
California
$318K – – –
PFP
1777
Paragon Financial Partners
California
$317K – – –
APW
1778
Austin Private Wealth
Texas
$316K +$9.04K +24 +3%
CAG
1779
Curtis Advisory Group
California
$316K +$52K +138 +18%
EWM
1780
Executive Wealth Management
Michigan
$315K -$5.65K -15 -2%
CPC
1781
Consolidated Planning Corp
Georgia
$313K -$8.66K -23 -2%
HW
1782
Hedeker Wealth
Illinois
$313K +$133K +353 +69%
LTL
1783
Lowery Thomas LLC
California
$313K +$153K +407 +82%
HIC
1784
Holderness Investments Company
North Carolina
$312K +$3.77K +10 +1%
VWM
1785
Venturi Wealth Management
Texas
$311K -$101K -268 -23%
JCA
1786
January Capital Advisors
California
$310K – – –
JSW
1787
Journey Strategic Wealth
New Jersey
$309K -$1.38M -3,662 -80%
SCA
1788
Sage Capital Advisors
South Dakota
$308K – – –
WBC
1789
West Branch Capital
Massachusetts
$307K – – –
DLHL
1790
Donald L. Hagan LLC
Florida
$306K -$297K -789 -47%
AWM
1791
Aspire Wealth Management
Massachusetts
$306K -$15.1K -40 -4%
HPC
1792
Hobart Private Capital
North Carolina
$305K -$11.3K -30 -3%
AWP
1793
Accretive Wealth Partners
New Jersey
$305K -$49.7K -132 -13%
LAS
1794
LWM Advisory Services
Florida
$305K -$19.2K -51 -5%
RCM
1795
RB Capital Management
Nevada
$304K – – –
FW
1796
FirstPurpose Wealth
Utah
$303K +$16.2K +43 +5%
EF
1797
Empirical Finance
Pennsylvania
$302K +$2.26K +6 +0.7%
JFA
1798
JNBA Financial Advisors
Minnesota
$302K +$32.4K +86 +11%
OWM
1799
Opes Wealth Management
California
$302K +$328K +870 New
KCIA
1800
Kingsbury Capital Investment Advisors
Illinois
$301K – – –
70 71
72
73 74