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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2051
Conservest Capital Advisors
Pennsylvania
$240K +$241K +683 New
ACP
2052
Aviance Capital Partners
Florida
$239K +$8.83K +25 +4%
FA
2053
Fagan Associates
New York
$239K +$241K +681 New
MLA
2054
My Legacy Advisors
Oregon
$239K -$3.53K -10 -2%
MG
2055
MilWealth Group
Wisconsin
$238K – – –
SC
2056
Stolper & Co
Oklahoma
$236K – – –
HWA
2057
HCR Wealth Advisors
California
$235K +$5.3K +15 +2%
PFG
2058
Peterson Financial Group
Iowa
$235K +$11.3K +32 +5%
FIM
2059
Freedom Investment Management
Connecticut
$235K +$236K +668 New
WC
2060
Westwind Capital
New Mexico
$234K – – –
LJAC
2061
L.J. Altfest & Co
New York
$233K -$175K -494 -43%
EWM
2062
Edge Wealth Management
New York
$232K +$235K +666 New
TA
2063
Tactive Advisors
Florida
$232K +$233K +660 New
KL
2064
KWMG LLC
Kansas
$231K +$233K +659 New
SWM
2065
Sugarloaf Wealth Management
Georgia
$231K +$78.4K +222 +51%
IIA
2066
Integral Investment Advisors
California
$231K -$3.77M -10,662 -94%
CWA
2067
Cornerstone Wealth Advisors
Minnesota
$231K – – –
IWM
2068
Integris Wealth Management
California
$229K +$230K +652 New
NLP
2069
Next Level Private
New York
$229K – – –
PWM
2070
Palumbo Wealth Management
New York
$228K +$229K +649 New
M
2071
MYeCFO
California
$225K +$226K +641 New
TAM
2072
Tucker Asset Management
Colorado
$225K – – –
ACA
2073
Affinity Capital Advisors
California
$225K +$1.77K +5 +0.8%
MLFP
2074
MPS Loria Financial Planners
Illinois
$224K – – –
ICP
2075
Ironvine Capital Partners
Nebraska
$223K – – –
81 82
83
84 85