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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2451
Cottage Street Advisors
Massachusetts
$396K +$1.52K +3 +0.4%
CCG
2452
Catalina Capital Group
California
$395K +$86.9K +171 +30%
CFP
2453
Cypress Financial Planning
New Jersey
$393K -$1.52K -3 -0.4%
SFP
2454
Strategic Financial Planning
Texas
$392K +$377K +742 New
AWMG
2455
Alliance Wealth Management Group
New Jersey
$391K +$1.52K +3 +0.4%
GCM
2456
Gables Capital Management
Florida
$390K – – –
SEM
2457
Suncoast Equity Management
Florida
$390K +$376K +739 New
RA
2458
Ransom Advisory
Rhode Island
$388K – – –
FOA
2459
Five Oceans Advisors
California
$388K +$1.02K +2 +0.3%
WAG
2460
Windsor Advisory Group
Ohio
$387K +$322K +634 +634%
WCA
2461
Westover Capital Advisors
Delaware
$387K +$373K +734 New
NIWA
2462
New Insight Wealth Advisors
California
$385K +$48.8K +96 +15%
IAP
2463
Indie Asset Partners
Indiana
$384K +$57.9K +114 +19%
HSWS
2464
Higgins & Schmidt Wealth Strategies
Colorado
$384K – – –
ECM
2465
Exchange Capital Management
Michigan
$384K +$59K +116 +19%
LL
2466
LWMG LLC
Minnesota
$382K -$9.66K -19 -3%
HA
2467
Herold Advisors
New York
$377K +$363K +714 New
MCWA
2468
Meadow Creek Wealth Advisors
Georgia
$376K – – –
PA
2469
Paragon Advisors
Texas
$374K +$50.8K +100 +16%
DIA
2470
Davidson Investment Advisors
Montana
$374K -$2.03K -4 -0.6%
SBWIC
2471
Schaper Benz & Wise Investment Counsel
Wisconsin
$373K – – –
OC
2472
Opinicus Capital
Florida
$373K +$1.52K +3 +0.4%
LFA
2473
LGT Financial Advisors
Texas
$369K – – –
FG
2474
Foster Group
Iowa
$369K +$356K +700 New
EAM
2475
Empirical Asset Management
Massachusetts
$368K +$1.02K +2 +0.3%
97 98
99
100 101