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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2226
Gateway Wealth Partners
Wisconsin
$391K -$34.5M -84,174 -99%
AT
2227
Avalon Trust
New Mexico
$391K – – –
LFP
2228
Leeward Financial Partners
Washington
$390K -$1.64K -4 -0.4%
RFA
2229
ROI Financial Advisors
Oregon
$390K +$366K +894 New
BA
2230
Bellwether Advisors
Nebraska
$390K -$1.64K -4 -0.4%
AWA
2231
Alta Wealth Advisors
Massachusetts
$389K -$136K -331 -27%
PFP
2232
Paragon Financial Partners
California
$389K -$30.7K -75 -8%
ODG
2233
O'Dell Group
Ohio
$388K +$819 +2 +0.2%
SWMG
2234
Signature Wealth Management Group
Georgia
$386K +$362K +884 New
SFS
2235
Stiles Financial Services
Minnesota
$386K – – –
PG
2236
Patten Group
Tennessee
$384K -$4.5K -11 -1%
WAM
2237
Walker Asset Management
Missouri
$384K – – –
JWM
2238
JPL Wealth Management
Colorado
$384K +$359K +878 New
EI
2239
Ethic Inc
New York
$383K +$359K +876 New
CP
2240
Castleview Partners
Texas
$381K -$23.7K -58 -6%
TFG
2241
Taylor Financial Group
Virginia
$381K +$357K +872 New
HNW
2242
High Note Wealth
Minnesota
$380K – – –
WF
2243
Whelan Financial
California
$380K +$136K +332 +62%
APW
2244
Atlantic Private Wealth
North Carolina
$380K -$9.01K -22 -2%
RWA
2245
Rainsberger Wealth Advisors
Colorado
$379K +$2.46K +6 +0.7%
MIM
2246
Moseley Investment Management
Florida
$379K -$308K -752 -46%
PWA
2247
PCG Wealth Advisors
Kansas
$377K – – –
HP
2248
Hyperion Partners
Pennsylvania
$375K +$4.91K +12 +1%
FWM
2249
Fingerlakes Wealth Management
New York
$375K +$2.87K +7 +0.8%
NBT
2250
Northwest Bank & Trust
Iowa
$374K +$350K +856 New
88 89
90
91 92