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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1801
Pettinga Financial Advisors
Indiana
$3.21M – – –
KGP
1802
Keystone Global Partners
Colorado
$3.21M -$180K -288 -5%
KC
1803
Kinloch Capital
Virginia
$3.21M -$2.21M -3,536 -40%
LKWM
1804
Lee-Kelleher Wealth Management
Maryland
$3.21M -$59.4K -95 -2%
VFP
1805
Verus Financial Partners
Virginia
$3.2M +$1.88K +3 +0.1%
RFPS
1806
Reality Financial Planning Services
Florida
$3.19M -$19.4K -31 -0.6%
RMA
1807
Roffman Miller Associates
Pennsylvania
$3.19M +$63.2K +101 +2%
LC
1808
Luminist Capital
Michigan
$3.19M -$4.08M -6,530 -55%
CAI
1809
Capital Advisors Inc
Oklahoma
$3.19M +$265K +423 +9%
LWM
1810
Latko Wealth Management
Illinois
$3.19M +$114K +183 +4%
7WCP
1811
71 West Capital Partners
Massachusetts
$3.18M -$388K -620 -10%
WF
1812
Welch & Forbes
Massachusetts
$3.18M +$68.2K +109 +2%
RFW
1813
Redwood Family Wealth
Texas
$3.17M -$36.3K -58 -1%
TNAM
1814
Terra Nova Asset Management
New York
$3.17M -$92.6K -148 -3%
BCM
1815
Boreal Capital Management
Florida
$3.17M -$106K -170 -3%
GSIS
1816
Global Strategic Investment Solutions
Arizona
$3.16M +$3.13K +5 +0.1%
EFA
1817
Englebert Financial Advisers
Pennsylvania
$3.16M +$836K +1,336 +34%
SP
1818
Sequent Planning
Nebraska
$3.16M +$1.54M +2,466 +88%
MHC
1819
May Hill Capital
Massachusetts
$3.15M -$625 -1 -0%
WLPWM
1820
Walled Lake Planning & Wealth Management
Illinois
$3.15M -$138K -221 -4%
PA
1821
Prossimo Advisors
California
$3.14M +$3.29M +5,255 New
FNWM
1822
Financial Network Wealth Management
Utah
$3.14M -$28.8K -46 -0.9%
PA
1823
Prosperity Advisers
Pennsylvania
$3.12M -$116K -185 -3%
MWP
1824
Meredith Wealth Planning
Illinois
$3.12M +$11.3K +18 +0.3%
MA
1825
Mezzasalma Advisors
New Jersey
$3.11M +$542K +866 +20%
71 72
73
74 75