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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2701
Sugarloaf Wealth Management
Georgia
$160K -$75.5K -157 -33%
TC
2702
Trust Company
Kansas
$160K -$52.9K -110 -26%
WWP
2703
WR Wealth Planners
Missouri
$158K -$30.8K -64 -17%
CICI
2704
Capital Investment Counsel Inc
North Carolina
$155K +$24.1K +50 +19%
MSWM
2705
Mowery & Schoenfeld Wealth Management
Illinois
$154K – – –
CAL
2706
Capital Advisors Ltd
Ohio
$151K – – –
AIM
2707
Arcadia Investment Management
Michigan
$150K – – –
BIM
2708
Breakwater Investment Management
Washington
$146K +$962 +2 +0.7%
VCM
2709
Versant Capital Management
Arizona
$145K – – –
KFP
2710
Keener Financial Planning
Texas
$142K – – –
ECM
2711
Elgethun Capital Management
South Dakota
$141K -$1.93K -4 -1%
SCA
2712
Stuart Chaussee & Associates
California
$141K – – –
FMB
2713
Field & Main Bank
Kentucky
$135K +$130K +270 New
WAM
2714
WFA Asset Management
Wisconsin
$134K +$8.66K +18 +7%
DCM
2715
Davis Capital Management
Florida
$134K +$69.3K +144 +117%
CAM
2716
Clarity Asset Management
Iowa
$132K – – –
ACA
2717
American Capital Advisory
Idaho
$128K +$68.3K +142 +94%
AWM
2718
AllSquare Wealth Management
New York
$128K +$10.1K +21 +9%
OIA
2719
Optimum Investment Advisors
Illinois
$128K – – –
NL
2720
NVWM LLC
Pennsylvania
$126K -$181K -376 -60%
GIS
2721
Grayhawk Investment Strategies
Alberta, Canada
$125K – – –
BWP
2722
Baldwin Wealth Partners
Massachusetts
$123K – – –
SWC
2723
Spectrum Wealth Counsel
Indiana
$123K -$21.7K -45 -16%
TCG
2724
Transcendent Capital Group
Oklahoma
$121K – – –
RP
2725
Rowlandmiller & Partners
Georgia
$118K -$10.1K -21 -8%
107 108
109
110 111