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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2351
Semus Wealth Partners
Florida
$353K +$53.5K +117 +19%
TAM
2352
Tucker Asset Management
Colorado
$352K +$21.5K +47 +7%
FW
2353
FirstPurpose Wealth
Utah
$352K -$10.5K -23 -3%
SWM
2354
Shakespeare Wealth Management
Wisconsin
$349K +$8.24K +18 +3%
PWA
2355
Prairie Wealth Advisors
Nebraska
$348K +$331K +724 New
SFP
2356
Shepherd Financial Partners
Massachusetts
$347K +$330K +722 New
CWMU
2357
Caliber Wealth Management (Utah)
Utah
$347K +$40.7K +89 +14%
FAP
2358
Financial Advisory Partners
Florida
$347K – – –
CWA
2359
Cascade Wealth Advisors
Washington
$347K +$338K +738 New
VC
2360
Vestor Capital
Illinois
$344K +$109K +239 +50%
GCP
2361
GSA Capital Partners
United Kingdom
$344K +$328K +716 New
TMWM
2362
Taylor & Morgan Wealth Management
Michigan
$344K +$71.9K +157 +28%
KWA
2363
Kellett Wealth Advisors
Ohio
$343K +$12.8K +28 +4%
PI
2364
PEAK6 Investments
Illinois
$343K +$325K +710 +23,667%
MCWA
2365
Meadow Creek Wealth Advisors
Georgia
$343K – – –
WWM
2366
Wolff Wiese Magana
California
$341K +$79.2K +173 +32%
DIA
2367
Davidson Investment Advisors
Montana
$341K – – –
HSWS
2368
Higgins & Schmidt Wealth Strategies
Colorado
$340K +$32.5K +71 +11%
OC
2369
Opinicus Capital
Florida
$340K +$3.2K +7 +1%
SDWIA
2370
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$339K +$323K +706 New
PAWA
2371
Palo Alto Wealth Advisors
California
$338K +$56.3K +123 +21%
LFA
2372
LGT Financial Advisors
Texas
$336K -$915 -2 -0.3%
AAM
2373
Ascension Asset Management
New York
$336K +$320K +700 New
DCBT
2374
Dakota Community Bank & Trust
North Dakota
$336K -$253K -552 -44%
SWP
2375
Significant Wealth Partners
Illinois
$336K +$319K +698 New
93 94
95
96 97