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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2126
Cottage Street Advisors
Massachusetts
$208K +$203K +553 New
HFS
2127
Howard Financial Services
Texas
$208K +$203K +553 New
CAM
2128
CPA Asset Management
Florida
$208K +$202K +552 New
MFS
2129
McNamara Financial Services
Massachusetts
$207K +$202K +551 New
OPWM
2130
Oxinas Partners Wealth Management
Indiana
$207K +$202K +550 New
ASC
2131
Atalanta Sosnoff Capital
New York
$205K +$200K +545 New
HW
2132
Hedeker Wealth
Illinois
$205K +$200K +545 New
SC
2133
Stolper & Co
Oklahoma
$203K -$48K -131 -20%
PWS
2134
Paragon Wealth Strategies
Florida
$203K +$54.6K +149 +38%
KL
2135
KWMG LLC
Kansas
$202K -$44.7K -122 -19%
QPBE
2136
Quintet Private Bank (Europe)
Luxembourg
$201K +$196K +535 New
BFA
2137
Bragg Financial Advisors
North Carolina
$201K +$196K +535 New
PCA
2138
Private Capital Advisors
Connecticut
$201K +$196K +535 New
DACG
2139
Donor Advised Charitable Giving
California
$200K +$195K +533 New
PA
2140
Planning Alternatives
Michigan
$200K +$195K +532 New
IIL
2141
Insight Inv LLC
California
$194K – – –
PFA
2142
Pathway Financial Advisers
Indiana
$193K +$65.3K +178 +53%
NFSG
2143
Newbridge Financial Services Group
Florida
$185K +$1.83K +5 +1%
NC
2144
NinePointTwo Capital
California
$184K +$180K +490 New
PP
2145
Pacifica Partners
Canada
$182K – – –
PCA
2146
Providence Capital Advisors
North Carolina
$175K +$46.2K +126 +37%
BAM
2147
Baldrige Asset Management
Pennsylvania
$158K – – –
BCV
2148
Banque Cantonale Vaudoise
Switzerland
$155K +$6.6K +18 +5%
WC
2149
Westwind Capital
New Mexico
$153K -$95K -259 -39%
OCM
2150
Orion Capital Management
California
$151K – – –
84 85
86
87 88