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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
2701
Deane Retirement Strategies
Louisiana
$161K +$154K +321 New
TFF
2702
The Family Firm
Maryland
$160K +$154K +321 New
SWM
2703
Sugarloaf Wealth Management
Georgia
$160K -$75.5K -157 -33%
TC
2704
Trust Company
Kansas
$160K -$52.9K -110 -26%
WWP
2705
WR Wealth Planners
Missouri
$158K -$30.8K -64 -17%
CICI
2706
Capital Investment Counsel Inc
North Carolina
$155K +$24.1K +50 +19%
MSWM
2707
Mowery & Schoenfeld Wealth Management
Illinois
$154K – – –
CAL
2708
Capital Advisors Ltd
Ohio
$151K – – –
AIM
2709
Arcadia Investment Management
Michigan
$150K – – –
BIM
2710
Breakwater Investment Management
Washington
$146K +$962 +2 +0.7%
VCM
2711
Versant Capital Management
Arizona
$145K – – –
KFP
2712
Keener Financial Planning
Texas
$142K – – –
ECM
2713
Elgethun Capital Management
South Dakota
$141K -$1.93K -4 -1%
SCA
2714
Stuart Chaussee & Associates
California
$141K – – –
FMB
2715
Field & Main Bank
Kentucky
$135K +$130K +270 New
WAM
2716
WFA Asset Management
Wisconsin
$134K +$8.66K +18 +7%
DCM
2717
Davis Capital Management
Florida
$134K +$69.3K +144 +117%
CAM
2718
Clarity Asset Management
Iowa
$132K – – –
ACA
2719
American Capital Advisory
Idaho
$128K +$68.3K +142 +94%
AWM
2720
AllSquare Wealth Management
New York
$128K +$10.1K +21 +9%
OIA
2721
Optimum Investment Advisors
Illinois
$128K – – –
NL
2722
NVWM LLC
Pennsylvania
$126K -$181K -376 -60%
GIS
2723
Grayhawk Investment Strategies
Alberta, Canada
$125K – – –
BWP
2724
Baldwin Wealth Partners
Massachusetts
$123K – – –
SWC
2725
Spectrum Wealth Counsel
Indiana
$123K -$21.7K -45 -16%
107 108
109
110 111