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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2101
Mosaic Family Wealth Partners
Missouri
$207K +$208K +588 New
VWM
2102
Valley Wealth Managers
New Jersey
$206K +$353 +1 +0.2%
HWA
2103
Heritage Wealth Advisors
Virginia
$204K – – –
JWM
2104
Jessup Wealth Management
Ohio
$204K +$205K +581 New
AP
2105
Appleton Partners
Massachusetts
$203K +$204K +577 New
KWMG
2106
King Wealth Management Group
Florida
$203K +$205K +579 New
SIMM
2107
Stillwater Investment Management (Minnesota)
Minnesota
$203K +$204K +578 New
TWP
2108
TFO Wealth Partners
Ohio
$202K -$2.7M -7,648 -65%
AAM
2109
Ascension Asset Management
New York
$202K +$203K +575 New
PFG
2110
Prosperity Financial Group
California
$202K +$203K +575 New
MPM
2111
Meritage Portfolio Management
Kansas
$202K +$203K +575 New
MAM
2112
Morse Asset Management
Connecticut
$202K +$203K +575 New
RA
2113
Rodgers & Associates
Pennsylvania
$201K +$202K +572 New
TAM
2114
Townsend Asset Management
North Carolina
$201K -$36.7K -104 -15%
LC
2115
Lincoln Capital
Nebraska
$200K +$201K +569 New
OWA
2116
One Wealth Advisors
California
$200K +$201K +569 New
JGCM
2117
Joseph Group Capital Management
Ohio
$197K +$194K +549 +4,575%
IIL
2118
Insight Inv LLC
California
$181K -$27.9K -79 -13%
NFSG
2119
Newbridge Financial Services Group
Florida
$171K -$3.53K -10 -2%
PP
2120
Pacifica Partners
Canada
$170K – – –
RFA
2121
Register Financial Advisors
Georgia
$151K +$152K +430 New
BAM
2122
Baldrige Asset Management
Pennsylvania
$148K -$36.4K -103 -20%
FA
2123
Fiduciary Alliance
South Carolina
$145K +$146K +412 New
OCM
2124
Orion Capital Management
California
$141K +$78.8K +223 +125%
WFA
2125
Wells Financial Advisors
Massachusetts
$141K – – –
83 84
85
86 87