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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1801
Guild Investment Management
California
$349K -$518K -1,265 -60%
IIA
1802
IPG Investment Advisors
California
$347K +$40.9K +100 +14%
TCMP
1803
Thrive Capital Management (Pennsylvania)
Pennsylvania
$346K – – –
KWMG
1804
King Wealth Management Group
Florida
$345K – – –
FW
1805
FirstPurpose Wealth
Utah
$344K +$87.6K +214 +35%
MKC
1806
M. Kraus & Co
Vermont
$343K -$20.5K -50 -6%
PP
1807
PrairieView Partners
Minnesota
$341K +$5.73K +14 +2%
NFSG
1808
Newbridge Financial Services Group
Florida
$340K +$82.3K +201 +33%
SPI
1809
Santori & Peters Inc
Pennsylvania
$340K +$98.7K +241 +42%
HIGP
1810
Hill Investment Group Partners
Missouri
$338K – – –
PHAM
1811
Palisades Hudson Asset Management
Florida
$338K -$13.5K -33 -4%
SS
1812
Sunbelt Securities
Texas
$338K +$7.37K +18 +2%
CPA
1813
Capital Planning Advisors
California
$337K -$20.5K -50 -6%
SDAM
1814
Shulman DeMeo Asset Management
New York
$337K +$1.23K +3 +0.4%
S
1815
SimplyRich
California
$336K – – –
FFA
1816
Fi3 Financial Advisors
Indiana
$329K – – –
LFG
1817
Lockerman Financial Group
California
$328K +$4.91K +12 +2%
JFA
1818
JNBA Financial Advisors
Minnesota
$326K +$12.3K +30 +4%
HWA
1819
Heartwood Wealth Advisors
Virginia
$326K +$321K +785 New
LWA
1820
LWS Wealth Advisors
New Jersey
$324K – – –
AA
1821
Alesco Advisors
New York
$323K +$2.05K +5 +0.6%
CAG
1822
Curtis Advisory Group
California
$321K – – –
PIM
1823
Parker Investment Management
California
$321K +$317K +774 New
PCM
1824
Passive Capital Management
Maryland
$321K – – –
WAS
1825
WESPAC Advisors SoCal
California
$318K -$10.2K -25 -3%
71 72
73
74 75