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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
2351
Meritage Portfolio Management
Kansas
$392K -$337K -700 -47%
BCA
2352
Bernzott Capital Advisors
California
$391K -$21.7K -45 -5%
PAM
2353
Pegasus Asset Management
New York
$391K – – –
RW
2354
RVW Wealth
California
$390K – – –
BAM
2355
Bayshore Asset Management
Florida
$386K -$35.6K -74 -9%
CSC
2356
Caldwell Sutter Capital
California
$386K – – –
SIC
2357
Sterling Investment Counsel
New York
$385K -$1.93K -4 -0.5%
GBWM
2358
Granite Bay Wealth Management
New Hampshire
$385K +$41.4K +86 +13%
HFS
2359
Howard Financial Services
Texas
$385K -$99.1K -206 -21%
MC
2360
Matisse Capital
Oregon
$383K +$11.5K +24 +3%
EL
2361
Envoi LLC
Minnesota
$383K – – –
CISOA
2362
Capital Investment Services of America
Wisconsin
$383K +$11.5K +24 +3%
SC
2363
Sinecera Capital
Texas
$383K +$1.44K +3 +0.4%
GWAM
2364
Guardian Wealth Advisors (Minnesota)
Minnesota
$382K +$53.4K +111 +17%
AFG
2365
ABLE Financial Group
Arizona
$381K +$12K +25 +3%
CIA
2366
Cape Investment Advisory
Georgia
$381K +$82.8K +172 +29%
EB
2367
Exchange Bank
California
$379K – – –
GHAM
2368
Gilman Hill Asset Management
Connecticut
$379K – – –
WAM
2369
Weatherly Asset Management
California
$377K – – –
PWA
2370
Prairie Wealth Advisors
Nebraska
$376K +$13.5K +28 +4%
TA
2371
TrueWealth Advisors
Alabama
$376K – – –
BWL
2372
Beacon Wealthcare LLC
North Carolina
$374K -$80.8K -168 -18%
CSA
2373
Cottage Street Advisors
Massachusetts
$374K -$111K -231 -24%
CFP
2374
Cypress Financial Planning
New Jersey
$374K +$142K +296 +66%
SWM
2375
Shakespeare Wealth Management
Wisconsin
$373K +$8.66K +18 +2%
93 94
95
96 97