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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2126
Howard Financial Services
Texas
$208K +$203K +553 New
CAM
2127
CPA Asset Management
Florida
$208K +$202K +552 New
MFS
2128
McNamara Financial Services
Massachusetts
$207K +$202K +551 New
OPWM
2129
Oxinas Partners Wealth Management
Indiana
$207K +$202K +550 New
ASC
2130
Atalanta Sosnoff Capital
New York
$205K +$200K +545 New
HW
2131
Hedeker Wealth
Illinois
$205K +$200K +545 New
SC
2132
Stolper & Co
Oklahoma
$203K -$48K -131 -20%
PWS
2133
Paragon Wealth Strategies
Florida
$203K +$54.6K +149 +38%
KL
2134
KWMG LLC
Kansas
$202K -$44.7K -122 -19%
QPBE
2135
Quintet Private Bank (Europe)
Luxembourg
$201K +$196K +535 New
BFA
2136
Bragg Financial Advisors
North Carolina
$201K +$196K +535 New
PCA
2137
Private Capital Advisors
Connecticut
$201K +$196K +535 New
DACG
2138
Donor Advised Charitable Giving
California
$200K +$195K +533 New
PA
2139
Planning Alternatives
Michigan
$200K +$195K +532 New
IIL
2140
Insight Inv LLC
California
$194K – – –
PFA
2141
Pathway Financial Advisers
Indiana
$193K +$65.3K +178 +53%
NFSG
2142
Newbridge Financial Services Group
Florida
$185K +$1.83K +5 +1%
NC
2143
NinePointTwo Capital
California
$184K +$180K +490 New
PP
2144
Pacifica Partners
Canada
$182K – – –
PCA
2145
Providence Capital Advisors
North Carolina
$175K +$46.2K +126 +37%
BAM
2146
Baldrige Asset Management
Pennsylvania
$158K – – –
BCV
2147
Banque Cantonale Vaudoise
Switzerland
$155K +$6.6K +18 +5%
WC
2148
Westwind Capital
New Mexico
$153K -$95K -259 -39%
OCM
2149
Orion Capital Management
California
$151K – – –
WFA
2150
Wells Financial Advisors
Massachusetts
$150K – – –
84 85
86
87 88