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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
2551
Northwest Financial Advisors
Virginia
$126K +$118K +289 New
KFP
2552
Keener Financial Planning
Texas
$124K +$116K +284 New
ECM
2553
Elgethun Capital Management
South Dakota
$123K -$409 -1 -0.4%
SCA
2554
Stuart Chaussee & Associates
California
$123K – – –
WBC
2555
West Branch Capital
Massachusetts
$121K -$220K -537 -66%
IWMA
2556
Ironwood Wealth Management (Arizona)
Arizona
$120K -$819 -2 -0.7%
RP
2557
Rowlandmiller & Partners
Georgia
$117K +$409 +1 +0.4%
CI
2558
Cordant Inc
Oregon
$116K +$108K +265 New
CICI
2559
Capital Investment Counsel Inc
North Carolina
$114K – – –
WCMN
2560
Westchester Capital Management (Nebraska)
Nebraska
$109K -$36.8K -90 -26%
GIS
2561
Grayhawk Investment Strategies
Alberta, Canada
$109K – – –
PIA
2562
Powell Investment Advisors
Florida
$108K +$819 +2 +0.8%
BWP
2563
Baldwin Wealth Partners
Massachusetts
$107K -$46.7K -114 -32%
TCG
2564
Transcendent Capital Group
Oklahoma
$106K +$99.5K +243 New
ME
2565
McIlrath & Eck
Washington
$103K -$17.6K -43 -15%
AWM
2566
AllSquare Wealth Management
New York
$103K +$28.7K +70 +42%
OIA
2567
Optimum Investment Advisors
Illinois
$102K -$9.83K -24 -9%
RFG
2568
REAP Financial Group
Texas
$101K +$94.6K +231 New
JHCP
2569
Jackson Hole Capital Partners
Oklahoma
$100K – – –
BFS
2570
Burkett Financial Services
South Carolina
$96.4K +$90.5K +221 New
PP
2571
PFS Partners
New Jersey
$95.2K +$819 +2 +0.9%
KA
2572
Kozak & Associates
Colorado
$92.2K +$77K +188 +817%
TC
2573
Trust Company
Kansas
$90.9K – – –
GPFA
2574
Game Plan Financial Advisors
Ohio
$90K +$84.3K +206 New
WAM
2575
WFA Asset Management
Wisconsin
$89.1K +$409 +1 +0.5%
101 102
103
104 105