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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2226
KMG Fiduciary Partners
Ohio
$221K +$19.2K +47 +9%
ACG
2227
Allen Capital Group
Nebraska
$221K -$18K -44 -7%
HBW
2228
Hazlett, Burt & Watson
West Virginia
$220K +$118K +289 +107%
CAM
2229
Covenant Asset Management
New Jersey
$219K -$119K -290 -34%
EWM
2230
Elevatus Welath Management
New York
$218K +$21.3K +52 +10%
BWM
2231
Brown Wealth Management
Illinois
$218K -$504K -1,233 -69%
CA
2232
Cornerstone Advisory
Maryland
$218K -$147K -359 -39%
BA
2233
Ballew Advisors
Mississippi
$218K -$40.5K -99 -15%
SNBOSCI
2234
Security National Bank of Sioux City Iowa
Iowa
$216K -$4.09K -10 -2%
OPA
2235
Old Port Advisors
Maine
$216K +$225K +551 New
HWP
2236
Heritage Wealth Partners
Ohio
$216K +$18.8K +46 +9%
MAM
2237
Morse Asset Management
Connecticut
$216K – – –
CHP
2238
Cable Hill Partners
Oregon
$216K -$24.9K -61 -10%
IWM
2239
Integris Wealth Management
California
$216K -$13.5K -33 -6%
REMPR
2240
Roof Eidam Maycock Peralta (REMP)
California
$214K – – –
SWM
2241
Seaside Wealth Management
California
$214K – – –
ASC
2242
Atalanta Sosnoff Capital
New York
$214K – – –
MFS
2243
McNamara Financial Services
Massachusetts
$214K – – –
PFA
2244
Pathway Financial Advisers
Indiana
$214K +$223K +545 New
WF
2245
Whelan Financial
California
$211K +$220K +537 New
GFWA
2246
Grey Fox Wealth Advisors
Delaware
$210K +$218K +534 New
QPBE
2247
Quintet Private Bank (Europe)
Luxembourg
$210K +$219K +535 New
GA
2248
Gateway Advisory
New Jersey
$208K +$217K +531 New
PFM
2249
Patton Fund Management
Texas
$208K – – –
FA
2250
Fagan Associates
New York
$208K -$10.2K -25 -5%
88 89
90
91 92