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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2201
Lunt Capital Management
Utah
$235K – – –
IWP
2202
Innova Wealth Partners
Pennsylvania
$235K +$245K +598 New
BA
2203
Bridge Advisory
California
$234K -$221K -540 -47%
PFG
2204
Prosperity Financial Group
California
$234K +$2.04K +5 +0.8%
LJAC
2205
L.J. Altfest & Co
New York
$234K -$8.18K -20 -3%
EFN
2206
Equita Financial Network
Pennsylvania
$234K +$244K +597 New
HFAS
2207
Hummer Financial Advisory Services
Illinois
$234K +$242K +593 New
LI
2208
Lafayette Investments
Maryland
$234K – – –
DFA
2209
DHJJ Financial Advisors
Illinois
$233K +$5.72K +14 +2%
HW
2210
Hedeker Wealth
Illinois
$233K +$12.3K +30 +5%
NL
2211
NVWM LLC
Pennsylvania
$233K -$163K -398 -40%
LCM
2212
Lazari Capital Management
California
$231K -$28.6K -70 -11%
KWA
2213
Kellett Wealth Advisors
Ohio
$230K +$14.3K +35 +6%
HWA
2214
Heritage Wealth Advisors
Virginia
$228K – – –
KOCAA
2215
Knights of Columbus Asset Advisors
Connecticut
$228K – – –
OWA
2216
One Wealth Advisors
California
$227K -$4.5K -11 -2%
KCM
2217
KRS Capital Management
Michigan
$226K – – –
OPWM
2218
Oxinas Partners Wealth Management
Indiana
$226K – – –
KIG
2219
Kennedy Investment Group
New Jersey
$225K -$124K -304 -35%
IFPG
2220
Intrepid Financial Planning Group
Indiana
$225K +$235K +574 New
TAM
2221
Townsend Asset Management
North Carolina
$225K – – –
HVIA
2222
Hudson Valley Investment Advisors
New York
$225K +$234K +572 New
PWM
2223
Palumbo Wealth Management
New York
$224K +$409 +1 +0.2%
SWA
2224
Strata Wealth Advisors
Texas
$223K +$232K +568 New
FVWA
2225
Foster Victor Wealth Advisors
South Carolina
$222K +$229K +561 New
87 88
89
90 91