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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2051
WealthBridge Capital Management
Ohio
$329K +$311K +807 New
SS
2052
Sound Stewardship
Kansas
$328K +$34.7K +90 +13%
PP
2053
PrairieView Partners
Minnesota
$328K -$4.24K -11 -1%
BF
2054
Brogan Financial
Tennessee
$327K +$1.16K +3 +0.4%
WKSWA
2055
White Knight Strategic Wealth Advisors
New Jersey
$326K +$12K +31 +4%
LNB
2056
Ledyard National Bank
$326K -$7.72K -20 -2%
MKC
2057
M. Kraus & Co
Vermont
$326K – – –
NCG
2058
Newport Capital Group
New Jersey
$324K +$307K +796 New
FM
2059
Foster & Motley
Ohio
$324K +$13.9K +36 +5%
WCA
2060
Waypoint Capital Advisors
Minnesota
$324K +$38.6K +100 +14%
SPI
2061
Santori & Peters Inc
Pennsylvania
$320K -$2.31K -6 -0.8%
KWMG
2062
King Wealth Management Group
Florida
$319K -$5.79K -15 -2%
SSW
2063
Stone Summit Wealth
Florida
$319K +$81K +210 +37%
HR
2064
Howe & Rusling
New York
$314K -$3.86K -10 -1%
CSC
2065
Caldwell Sutter Capital
California
$314K +$173K +449 +139%
PWP
2066
Pursue Wealth Partners
California
$314K – – –
FPGT
2067
Financial Partners Group (Tennessee)
Tennessee
$313K – – –
CCA
2068
Clearwater Capital Advisors
Illinois
$311K +$295K +764 New
PCH
2069
PGIM Custom Harvest
New Jersey
$310K – – –
SWMG
2070
Signature Wealth Management Group
Georgia
$310K – – –
SC
2071
Sinecera Capital
Texas
$307K +$1.16K +3 +0.4%
MLFP
2072
MPS Loria Financial Planners
Illinois
$307K – – –
VC
2073
Veracity Capital
Georgia
$306K +$290K +751 New
EL
2074
EMFO LLC
Florida
$305K – – –
APS
2075
American Planning Services
Florida
$305K +$289K +750 New
81 82
83
84 85