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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
2101
Advisory Resource Group
Oklahoma
$491K +$106K +260 +30%
EL
2102
Essex LLC
Illinois
$491K +$2.46K +6 +0.5%
TWM
2103
Triton Wealth Management
Arizona
$490K -$11.1K -27 -2%
OWM
2104
Opes Wealth Management
California
$489K -$83.5K -204 -15%
SAM
2105
Strategy Asset Managers
California
$488K +$819 +2 +0.2%
ERWM
2106
Elk River Wealth Management
Colorado
$487K +$2.87K +7 +0.6%
LWM
2107
Lodestone Wealth Management
Washington
$486K +$121K +296 +36%
CWM
2108
Cahill Wealth Management
Michigan
$485K +$3.27K +8 +0.7%
WA
2109
Waterford Advisors
New York
$485K -$57.3K -140 -11%
LF
2110
Lee Financial
Texas
$485K +$409 +1 +0.1%
HSG
2111
Helen Stephens Group
Texas
$484K +$2.87K +7 +0.6%
AIFAIM
2112
American Institute for Advanced Investment Management
Arizona
$484K – – –
MWP
2113
Meredith Wealth Planning
Illinois
$483K +$10.2K +25 +2%
CAM
2114
Campion Asset Management
Virginia
$480K – – –
HG
2115
Harbor Group
New Hampshire
$479K +$127K +310 +39%
DP
2116
Denver PWM
Colorado
$479K +$190K +463 +71%
AWA
2117
Aquire Wealth Advisors
Utah
$478K +$21.7K +53 +5%
EWM
2118
Executive Wealth Management
Michigan
$478K -$16.4K -40 -4%
WCA
2119
Waypoint Capital Advisors
Minnesota
$477K +$90.5K +221 +25%
CWM
2120
Cahaba Wealth Management
Georgia
$476K -$10.2K -25 -2%
CA
2121
Cresta Advisors
Texas
$475K – – –
EP
2122
Essential Planning
New Hampshire
$475K +$141K +344 +46%
DP
2123
Dearborn Partners
Illinois
$474K +$19.2K +47 +5%
CF
2124
Clarity Financial
Texas
$473K -$215K -526 -33%
SPI
2125
Santori & Peters Inc
Pennsylvania
$473K -$6.55K -16 -1%
83 84
85
86 87