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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
2426
Vermillion & White Wealth Management Group
Pennsylvania
$247K +$232K +566 New
CAM
2427
Carret Asset Management
New York
$247K -$37.7K -92 -14%
MCIA
2428
Mountain Capital Investment Advisors
Colorado
$247K -$27K -66 -10%
ACG
2429
Allen Capital Group
Nebraska
$246K +$409 +1 +0.2%
BMWM
2430
Brown Miller Wealth Management
Virginia
$245K +$229K +560 New
TMWM
2431
Taylor & Morgan Wealth Management
Michigan
$244K +$228K +558 New
BA
2432
Ballew Advisors
Mississippi
$244K – – –
SWP
2433
Summit Wealth Partners
Florida
$243K +$228K +557 New
LA
2434
LPF Advisors
Florida
$243K +$228K +556 New
JF
2435
Joule Financial
Kentucky
$242K +$227K +555 New
HWP
2436
Heritage Wealth Partners
Ohio
$242K +$1.23K +3 +0.5%
CA
2437
Cornerstone Advisory
Maryland
$242K -$819 -2 -0.4%
IWM
2438
Integris Wealth Management
California
$240K – – –
BMC
2439
Benin Management Corp
Connecticut
$240K +$225K +550 New
REMPR
2440
Roof Eidam Maycock Peralta (REMP)
California
$238K – – –
SHWM
2441
Smith & Howard Wealth Management
Georgia
$238K +$224K +546 New
MAM
2442
Morse Asset Management
Connecticut
$238K -$2.05K -5 -0.9%
MFS
2443
McNamara Financial Services
Massachusetts
$238K – – –
LCM
2444
Lazari Capital Management
California
$237K -$19.2K -47 -8%
SPG
2445
Strategic Planning Group
Utah
$236K +$221K +541 New
HCM
2446
Hudson Capital Management
New Jersey
$236K +$221K +541 New
ICM
2447
IMS Capital Management
Oregon
$235K +$221K +539 New
MWA
2448
Moser Wealth Advisors
Washington
$235K +$173K +423 +368%
CIG
2449
Cullen Investment Group
Louisiana
$235K +$220K +538 New
MWP
2450
Moller Wealth Partners
$235K +$220K +538 New
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98
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