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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2426
Crown Wealth Group
North Carolina
$342K -$82.3K -171 -20%
SWP
2427
Semus Wealth Partners
Florida
$342K -$24.1K -50 -7%
VF
2428
Vawter Financial
Ohio
$341K – – –
FCIM
2429
Fairview Capital Investment Management
California
$340K +$327K +679 New
KB
2430
Kimelman & Baird
New York
$340K +$327K +679 New
SIC
2431
Shoker Investment Counsel
Ohio
$339K +$326K +678 New
NJIM
2432
Nabity-Jensen Investment Management
Nebraska
$338K – – –
SVWG
2433
Shared Vision Wealth Group
United States
$338K – – –
IPW
2434
Inlet Private Wealth
Florida
$337K – – –
SF
2435
SWP Financial
California
$337K – – –
MWS
2436
Maxwell Wealth Strategies
California
$336K – – –
VDI
2437
Vaughan David Investments
Illinois
$336K -$6.26K -13 -2%
SCM
2438
Schnieders Capital Management
California
$336K – – –
VWWMG
2439
Vermillion & White Wealth Management Group
Pennsylvania
$335K +$49.6K +103 +18%
TCM
2440
Telos Capital Management
California
$335K – – –
CCA
2441
Conservest Capital Advisors
Pennsylvania
$335K – – –
AWA
2442
ARQ Wealth Advisors
Arizona
$334K +$49.6K +103 +18%
PWA
2443
Peterson Wealth Advisors
Utah
$334K +$24.1K +50 +8%
JC
2444
Jentner Corp
Ohio
$334K -$4.81K -10 -1%
MG
2445
MilWealth Group
Wisconsin
$334K – – –
SFC
2446
Sprinkle Financial Consultants
Colorado
$333K -$35.6K -74 -10%
TIM
2447
Total Investment Management
Arizona
$331K +$319K +662 New
AFG
2448
Arkansas Financial Group
Arkansas
$330K +$318K +661 New
SAM
2449
Strategy Asset Managers
California
$330K -$162K -336 -29%
FFO
2450
Fortitude Family Office
Arizona
$330K – – –
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