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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1826
Raffa Wealth Management
District of Columbia
$315K +$409 +1 +0.1%
PWA
1827
PCG Wealth Advisors
Kansas
$315K -$63.9K -156 -17%
IP
1828
Ignite Planners
California
$312K -$16.4K -40 -5%
CIS
1829
Continental Investors Services
Washington
$311K -$41.8K -102 -13%
SCA
1830
Stokes Capital Advisors
South Carolina
$311K -$39.3K -96 -11%
WKSWA
1831
White Knight Strategic Wealth Advisors
New Jersey
$311K – – –
CBOR
1832
Community Bank of Raymore
Missouri
$311K +$15.6K +38 +5%
FFM
1833
Forum Financial Management
Illinois
$311K +$60.6K +148 +25%
JCA
1834
January Capital Advisors
California
$310K -$45K -110 -11%
CFCI
1835
Comprehensive Financial Consultants Institutional
Indiana
$310K +$18.4K +45 +6%
CB
1836
CNB Bank
Pennsylvania
$309K -$41.3K -101 -12%
FCT
1837
First Community Trust
Iowa
$308K -$5.6M -13,683 -95%
FEM
1838
Fulcrum Equity Management
Texas
$308K -$2.69M -6,571 -90%
FWM
1839
Fingerlakes Wealth Management
New York
$307K +$1.23K +3 +0.4%
SC
1840
Sinecera Capital
Texas
$307K +$1.23K +3 +0.4%
HCM
1841
Hengehold Capital Management
Ohio
$305K +$301K +735 New
CWM
1842
Cranbrook Wealth Management
Michigan
$303K – – –
BCP
1843
Berkeley Capital Partners
Georgia
$301K -$10.2K -25 -3%
CHC
1844
City Holding Co
West Virginia
$301K – – –
IF
1845
Integrity Financial
Wyoming
$301K +$95K +232 +47%
SI
1846
SimpliFi Inc
California
$300K +$296K +722 New
AA
1847
Ashford Advisors
New York
$299K – – –
AWM
1848
Ameliora Wealth Management
Switzerland
$298K +$211K +515 +193%
MLA
1849
My Legacy Advisors
Oregon
$298K +$294K +718 New
RPCA
1850
Running Point Capital Advisors
California
$297K +$151K +369 +107%
72 73
74
75 76