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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2201
Camarda Financial Advisors
Florida
– -$262K -600 Closed
DI
2202
Diligent Investors
California
– -$251K -575 Closed
MAWAG
2203
Mid-American Wealth Advisory Group
Missouri
– -$248K -569 Closed
GCP
2204
GSA Capital Partners
United Kingdom
– -$240K -549 Closed
KFP
2205
KMG Fiduciary Partners
Ohio
– -$235K -538 Closed
PWAG
2206
Polaris Wealth Advisory Group
California
– -$231K -529 Closed
AWA
2207
ARQ Wealth Advisors
Arizona
– -$227K -519 Closed
BWM
2208
BT Wealth Management
Georgia
– -$216K -495 Closed
JWM
2209
JGP Wealth Management
Oregon
– -$209K -486 Closed
MFGM
2210
Marshall Financial Group (Maryland)
Maryland
– -$211K -482 Closed
TWA
2211
TPB Wealth Advisors
Texas
– -$206K -471 Closed
CAM
2212
Covenant Asset Management
New Jersey
– -$205K -470 Closed
SIMG
2213
Sonora Investment Management Group
Arizona
– -$200K -457 Closed
ARIS
2214
Advanced Research Investment Solutions
California
– -$185K -426 Closed
IPW
2215
IronBridge Private Wealth
Texas
– -$175K -400 Closed
AWA
2216
Amplius Wealth Advisors
Pennsylvania
– -$117K -270 Closed
IAG
2217
Investmark Advisory Group
Connecticut
– -$68K -157 Closed
AWA
2218
Aquire Wealth Advisors
Utah
– -$46K -105 Closed
GGI
2219
Godsey & Gibb Inc
Virginia
– -$46K -105 Closed
WFS
2220
Widmann Financial Services
Maryland
– -$37K -85 Closed
TCWA
2221
Ten Capital Wealth Advisors
Washington
– -$34K -77 Closed
DAM
2222
Delta Asset Management
Tennessee
– -$24K -55 Closed
RI
2223
Rinkey Investments
California
– -$21K -50 Closed
RDIA
2224
RE Dickinson Investment Advisors
Iowa
– -$14K -32 Closed
JMF
2225
Johnson Midwest Financial
Iowa
– -$14K -31 Closed
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