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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
2276
O'Donnell Financial Services
California
$352K +$330K +807 New
BF
2277
Brogan Financial
Tennessee
$352K +$1.64K +4 +0.5%
PAMG
2278
Patton Albertson Miller Group
Tennessee
$351K – – –
T
2279
TNF
Montana
$349K +$317K +774 New
WKSWA
2280
White Knight Strategic Wealth Advisors
New Jersey
$349K – – –
KIG
2281
Kowal Investment Group
Wisconsin
$349K -$4.5K -11 -1%
SWM
2282
Seaside Wealth Management
California
$348K +$103K +251 +46%
LL
2283
LWMG LLC
Minnesota
$342K -$6.96K -17 -2%
SIC
2284
Sterling Investment Counsel
New York
$340K -$409 -1 -0.1%
IPW
2285
Inlet Private Wealth
Florida
$338K -$20.5K -50 -6%
CISOA
2286
Capital Investment Services of America
Wisconsin
$337K +$11.5K +28 +4%
CSC
2287
Caldwell Sutter Capital
California
$337K – – –
IWS
2288
Integrity Wealth Solutions
Colorado
$336K +$314K +768 New
FW
2289
FirstPurpose Wealth
Utah
$335K -$14.3K -35 -4%
EB
2290
Eastern Bank
Massachusetts
$332K +$312K +761 New
SC
2291
Sinecera Capital
Texas
$332K +$2.46K +6 +0.8%
EFG
2292
Ehrlich Financial Group
California
$332K +$311K +760 New
MLFP
2293
MPS Loria Financial Planners
Illinois
$329K – – –
AJ
2294
Ashburton (Jersey)
Jersey
$329K – – –
WAM
2295
Weatherly Asset Management
California
$328K – – –
TA
2296
TrueWealth Advisors
Alabama
$328K +$307K +751 New
APS
2297
American Planning Services
Florida
$328K -$43K -105 -12%
EL
2298
EMFO LLC
Florida
$328K – – –
RIA
2299
RPG Investment Advisory
California
$328K +$307K +750 New
SAM
2300
Sawgrass Asset Management
Florida
$328K +$307K +750 New
90 91
92
93 94