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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
2051
My Legacy Advisors
Oregon
$239K -$3.53K -10 -2%
MG
2052
MilWealth Group
Wisconsin
$238K – – –
SC
2053
Stolper & Co
Oklahoma
$236K – – –
HWA
2054
HCR Wealth Advisors
California
$235K +$5.3K +15 +2%
PFG
2055
Peterson Financial Group
Iowa
$235K +$11.3K +32 +5%
FIM
2056
Freedom Investment Management
Connecticut
$235K +$236K +668 New
WC
2057
Westwind Capital
New Mexico
$234K – – –
LJAC
2058
L.J. Altfest & Co
New York
$233K -$175K -494 -43%
EWM
2059
Edge Wealth Management
New York
$232K +$235K +666 New
TA
2060
Tactive Advisors
Florida
$232K +$233K +660 New
KL
2061
KWMG LLC
Kansas
$231K +$233K +659 New
SWM
2062
Sugarloaf Wealth Management
Georgia
$231K +$78.4K +222 +51%
IIA
2063
Integral Investment Advisors
California
$231K -$3.77M -10,662 -94%
CWA
2064
Cornerstone Wealth Advisors
Minnesota
$231K – – –
IWM
2065
Integris Wealth Management
California
$229K +$230K +652 New
NLP
2066
Next Level Private
New York
$229K – – –
PWM
2067
Palumbo Wealth Management
New York
$228K +$229K +649 New
M
2068
MYeCFO
California
$225K +$226K +641 New
TAM
2069
Tucker Asset Management
Colorado
$225K – – –
ACA
2070
Affinity Capital Advisors
California
$225K +$1.77K +5 +0.8%
MLFP
2071
MPS Loria Financial Planners
Illinois
$224K – – –
ICP
2072
Ironvine Capital Partners
Nebraska
$223K – – –
PFWA
2073
Paces Ferry Wealth Advisors
Georgia
$223K +$707 +2 +0.3%
DFG
2074
Delta Financial Group
New Jersey
$223K +$224K +635 New
MAM
2075
MMA Asset Management
Pennsylvania
$222K +$707 +2 +0.3%
81 82
83
84 85