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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2401
MilWealth Group
Wisconsin
$321K -$4.58K -10 -1%
NC
2402
NovaPoint Capital
Georgia
$319K +$304K +664 New
BFA
2403
Bright Financial Advisors
Michigan
$319K +$314K +686 New
FFO
2404
Fortitude Family Office
Arizona
$317K -$11.9K -26 -4%
ACA
2405
Affinity Capital Advisors
California
$317K +$6.87K +15 +2%
GWAM
2406
Guardian Wealth Advisors (Minnesota)
Minnesota
$314K – – –
JE
2407
JMAC Enterprises
Pennsylvania
$313K +$4.58K +10 +2%
SIG
2408
Sargent Investment Group
Maryland
$312K -$1.37K -3 -0.5%
RBFC
2409
Roman Butler Fullerton & Co
Missouri
$312K -$313K -684 -49%
CCAL
2410
City Center Advisors LLC
Michigan
$311K +$296K +647 New
RSVP
2411
Ramsay Stattman Vela & Price
Colorado
$311K -$43.5K -95 -13%
PCG
2412
Prosperity Consulting Group
Maryland
$310K +$4.12K +9 +1%
MLA
2413
My Legacy Advisors
Oregon
$310K -$16.9K -37 -5%
CI
2414
Ceera Investments
Texas
$310K – – –
DA
2415
Dash Acquisitions
California
$310K +$308K +674 New
KOCAA
2416
Knights of Columbus Asset Advisors
Connecticut
$307K +$9.15K +20 +3%
PEA
2417
Park Edge Advisors
Ohio
$306K -$34.3K -75 -11%
SDH
2418
Sloy Dahl & Holst
Washington
$306K – – –
FA
2419
Fagan Associates
New York
$305K – – –
PWH
2420
Priebe Wealth Holdings
Minnesota
$305K +$915 +2 +0.3%
RA
2421
Rodgers & Associates
Pennsylvania
$303K -$16.9K -37 -6%
BCFS
2422
Butensky & Cohen Financial Security
Florida
$302K -$52.2K -114 -15%
NL
2423
NVWM LLC
Pennsylvania
$301K -$1.05M -2,299 -79%
AUB
2424
Atlantic Union Bankshares
Virginia
$300K -$164K -359 -37%
RFA
2425
Rollins Financial Advisors
New York
$300K +$286K +624 New
95 96
97
98 99