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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2226
Accredited Investor Services
Minnesota
$939K +$63.8K +118 +7%
AWP
2227
Accretive Wealth Partners
New Jersey
$939K +$474K +877 +92%
BIG
2228
Brookwood Investment Group
Arizona
$939K +$987K +1,826 New
PPW
2229
Presilium Private Wealth
Pennsylvania
$937K – – –
SP
2230
Saranac Partners
$936K -$57.8K -107 -6%
NMG
2231
New Millennium Group
Utah
$936K -$122K -226 -11%
CWMGP
2232
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$932K +$541 +1 +0.1%
JWM
2233
Jessup Wealth Management
Ohio
$932K +$185K +343 +23%
CAM
2234
CPA Asset Management
Florida
$931K -$108K -200 -10%
CWAG
2235
Compton Wealth Advisory Group
Virginia
$929K +$977K +1,808 New
MM
2236
Main Management
California
$929K – – –
LP
2237
LGL Partners
Pennsylvania
$929K -$250M -463,118 -100%
AWM
2238
Ameliora Wealth Management
Switzerland
$929K -$680K -1,258 -41%
FF
2239
Financial Futures
New Jersey
$928K – – –
RDFA
2240
Ritter Daniher Financial Advisory
Ohio
$927K -$2.16K -4 -0.2%
MQWP
2241
Morey & Quinn Wealth Partners
Nebraska
$925K +$123K +227 +14%
WDG
2242
Wealth Dimensions Group
Ohio
$924K +$3.24K +6 +0.3%
JWBC
2243
J.W. Burns & Co
New York
$920K +$2.16K +4 +0.2%
MJRIC
2244
Mogy Joel R Investment Counsel
California
$920K -$108K -200 -10%
SFC
2245
SYM Financial Corp
Indiana
$920K +$682K +1,262 +239%
MCCP
2246
Mission Creek Capital Partners
California
$917K -$118K -218 -11%
RW
2247
RVW Wealth
California
$915K +$145K +269 +18%
PFSC
2248
Peoples Financial Services Corp
Pennsylvania
$914K +$5.41K +10 +0.6%
HP
2249
Haven Private
Florida
$914K +$487K +900 +103%
GFWA
2250
Grey Fox Wealth Advisors
Delaware
$913K -$209K -387 -18%
88 89
90
91 92