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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2551
Nelson Capital Management
California
$226K +$216K +471 New
WCF
2552
West Coast Financial
California
$225K – – –
CA
2553
Carson Advisory
Georgia
$225K -$10.1K -22 -4%
TC
2554
Trilogy Capital
California
$224K – – –
AG
2555
Advocate Group
Minnesota
$223K +$458 +1 +0.2%
WCMN
2556
Westchester Capital Management (Nebraska)
Nebraska
$223K +$97.5K +213 +85%
SA
2557
Sage Advisors
Colorado
$222K -$28.8K -63 -12%
TIA
2558
Tiemann Investment Advisors
California
$222K – – –
JF
2559
Joule Financial
Kentucky
$221K -$43.5K -95 -17%
APWA
2560
Atlas Private Wealth Advisors
New Jersey
$220K -$245K -536 -54%
CE
2561
Cornerstone Enterprises
Wisconsin
$220K +$209K +457 New
GB
2562
Goepper Burkhardt
South Carolina
$219K +$6.87K +15 +3%
GCWM
2563
Graham Capital Wealth Management
District of Columbia
$219K +$208K +455 New
QC
2564
QCM Cayman
Texas
$219K +$208K +455 New
MHC
2565
Meyer Handelman Company
New York
$218K -$104K -227 -33%
CAM
2566
Crestone Asset Management
Colorado
$218K +$208K +454 New
NL
2567
NDWM LLC
California
$218K +$207K +453 New
MWA
2568
MFA Wealth Advisors
Pennsylvania
$217K +$207K +452 New
BCM
2569
Blume Capital Management
California
$217K +$156K +340 +304%
AFA
2570
American Financial Advisors
Georgia
$217K +$207K +452 New
WCM
2571
Windsor Capital Management
Arizona
$217K +$207K +452 New
CFP
2572
Cypress Financial Planning
New Jersey
$217K +$206K +451 New
HWA
2573
Hilltop Wealth Advisors
North Carolina
$216K +$205K +449 New
SHFA
2574
SC&H Financial Advisors
Maryland
$214K +$204K +446 New
SA
2575
Stewardship Advisors
Pennsylvania
$214K +$204K +446 New
101 102
103
104 105