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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2401
Cerro Pacific Wealth Advisors
California
$695K +$9.75K +18 +1%
WPW
2402
Warther Private Wealth
Ohio
$695K +$53.6K +99 +8%
ACG
2403
Allen Capital Group
Nebraska
$694K -$37.9K -70 -5%
EB
2404
Emprise Bank
Kansas
$693K – – –
AMM
2405
American Money Management
California
$691K -$5.42K -10 -0.8%
CP
2406
Castleview Partners
Texas
$691K -$542 -1 -0.1%
DP
2407
Dearborn Partners
Illinois
$690K -$10.8K -20 -2%
MIM
2408
MTM Investment Management
South Carolina
$689K +$68.8K +127 +11%
XPN
2409
XY Planning Network
Montana
$688K +$692K +1,277 New
EL
2410
Essex LLC
Illinois
$687K -$204K -376 -23%
SF
2411
SageOak Financial
Oklahoma
$686K +$690K +1,274 New
NCMW
2412
Northern Capital Management (Washington)
Washington
$686K +$14.1K +26 +2%
WDC
2413
Woodward Diversified Capital
California
$686K +$35.7K +66 +5%
GAM
2414
Gould Asset Management
California
$685K – – –
JPWM
2415
Jamison Private Wealth Management
Georgia
$685K +$35.2K +65 +5%
GAM
2416
Griffin Asset Management
New York
$683K -$91.5K -169 -12%
RWA
2417
Roberts Wealth Advisors
California
$681K +$677K +1,250 New
AA
2418
Addison Advisors
Vermont
$679K -$199K -368 -23%
SFB
2419
STAR Financial Bank
Indiana
$679K – – –
SWMG
2420
Signature Wealth Management Group
Georgia
$676K -$4.88K -9 -0.7%
NA
2421
Nottingham Advisors
New York
$675K -$803K -1,482 -54%
AZ
2422
Alpha Zero
Florida
$674K +$678K +1,251 New
BWM
2423
Bulltick Wealth Management
Florida
$674K +$52K +96 +8%
OSNBOA
2424
Old Second National Bank of Aurora
Illinois
$674K +$5.42K +10 +0.8%
BCP
2425
Berkeley Capital Partners
Georgia
$672K +$5.42K +10 +0.8%
95 96
97
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