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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2426
Avalon Capital Management
California
$415K – – –
MPM
2427
Meritage Portfolio Management
Kansas
$415K +$2.03K +4 +0.5%
RFG
2428
RFP Financial Group
Georgia
$414K -$100K -197 -20%
MLFP
2429
MPS Loria Financial Planners
Illinois
$414K – – –
RW
2430
RVW Wealth
California
$412K – – –
PAM
2431
Pegasus Asset Management
New York
$412K – – –
WFP
2432
Wrenne Financial Planning
Kentucky
$412K +$42.2K +83 +12%
LA
2433
Lifeworks Advisors
Michigan
$411K +$20.3K +40 +5%
AAA
2434
Adams Asset Advisors
Texas
$406K +$132K +259 +51%
NCG
2435
Newport Capital Group
New Jersey
$406K +$77.8K +153 +25%
GWAM
2436
Guardian Wealth Advisors (Minnesota)
Minnesota
$404K +$1.02K +2 +0.3%
MKW
2437
Mullaney, Keating & Wright
Connecticut
$404K +$31K +61 +9%
AFG
2438
ABLE Financial Group
Arizona
$402K – – –
OPPS
2439
Obsidian Personal Planning Solutions
Maryland
$401K +$72.2K +142 +23%
CF
2440
Convergence Financial
Missouri
$400K +$18.3K +36 +5%
EB
2441
Exchange Bank
California
$400K – – –
GHAM
2442
Gilman Hill Asset Management
Connecticut
$400K – – –
SFP
2443
Shepherd Financial Partners
Massachusetts
$399K +$17.8K +35 +5%
HFS
2444
Hantz Financial Services
Michigan
$399K -$22.4K -44 -6%
LGA
2445
Lebenthal Global Advisors
New York
$398K +$26.4K +52 +7%
CI
2446
Ceera Investments
Texas
$398K +$55.9K +110 +17%
WAM
2447
Weatherly Asset Management
California
$398K – – –
SIC
2448
Sterling Investment Counsel
New York
$397K -$8.64K -17 -2%
TA
2449
TrueWealth Advisors
Alabama
$397K +$508 +1 +0.1%
CF
2450
Concorde Financial
Texas
$396K +$381K +749 New
96 97
98
99 100