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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
1801
Sageworth Trust Company of South Dakota
South Dakota
$456K – – –
DA
1802
Drake & Associates
Wisconsin
$454K -$41.1K -112 -8%
BWA
1803
Beam Wealth Advisors
Louisiana
$454K +$11.4K +31 +3%
DWMS
1804
Dominguez Wealth Management Solutions
Virginia
$453K +$1.1K +3 +0.2%
WW
1805
Westshore Wealth
California
$452K +$1.83K +5 +0.4%
MM
1806
Main Management
California
$450K – – –
PPWP
1807
Proquility Private Wealth Partners
Nevada
$450K -$2.33M -6,343 -84%
TGAM
1808
TBH Global Asset Management
Tennessee
$449K +$438K +1,194 New
MIM
1809
Moseley Investment Management
Florida
$448K +$170K +463 +64%
PPW
1810
Presilium Private Wealth
Pennsylvania
$447K +$103K +280 +31%
MW
1811
MBL Wealth
North Carolina
$446K -$73.3K -200 -14%
MPIA
1812
Mountain Pacific Investment Advisers
Idaho
$444K +$92K +251 +27%
ASW
1813
Astoria Strategic Wealth
Texas
$444K – – –
CPWA
1814
Cerro Pacific Wealth Advisors
California
$443K -$2.93K -8 -0.7%
PPC
1815
Park Place Capital
Alabama
$442K +$1.1K +3 +0.3%
OFG
1816
Orcam Financial Group
California
$442K -$43.3K -118 -9%
WKWM
1817
Walter & Keenan Wealth Management
Indiana
$441K +$1.1K +3 +0.3%
FAT
1818
First American Trust
California
$441K -$613K -1,672 -59%
M
1819
MYeCFO
California
$437K +$191K +520 +81%
LHWM
1820
Lake Hills Wealth Management
Texas
$436K -$7.7K -21 -2%
NAM
1821
NTV Asset Management
West Virginia
$435K +$1.1K +3 +0.3%
HVP
1822
Hudson Value Partners
Florida
$434K +$20.9K +57 +5%
XF
1823
XML Financial
Maryland
$433K +$20.9K +57 +5%
MWP
1824
Meredith Wealth Planning
Illinois
$433K -$3.67K -10 -0.9%
ACM
1825
Advisors Capital Management
New Jersey
$432K -$116K -317 -22%
71 72
73
74 75