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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWG
2776
Oxford Wealth Group
Florida
$204K +$196K +386 New
WC
2777
Westwind Capital
New Mexico
$203K -$5.3M -10,420 -96%
W
2778
WPWealth
Texas
$202K +$195K +383 New
MCA
2779
Magnolia Capital Advisors
Mississippi
$202K +$194K +382 New
PCWA
2780
Pacific Capital Wealth Advisors
California
$201K +$19.8K +39 +11%
VCM
2781
Versant Capital Management
Arizona
$196K +$41.2K +81 +28%
NFA
2782
Northwest Financial Advisors
Virginia
$194K +$187K +368 New
SWM
2783
Sugarloaf Wealth Management
Georgia
$183K +$13.7K +27 +8%
POIA
2784
Pin Oak Investment Advisors
Texas
$182K +$176K +346 New
TCG
2785
Transcendent Capital Group
Oklahoma
$179K +$49.8K +98 +40%
IA
2786
IFS Advisors
Kansas
$169K -$5.08K -10 -3%
TC
2787
Trust Company
Kansas
$169K – – –
PFG
2788
Peterson Financial Group
Iowa
$168K +$162K +318 New
DRS
2789
Deane Retirement Strategies
Louisiana
$160K -$9.15K -18 -6%
CAL
2790
Capital Advisors Ltd
Ohio
$159K – – –
AIM
2791
Arcadia Investment Management
Michigan
$159K – – –
OIA
2792
Optimum Investment Advisors
Illinois
$156K +$20.3K +40 +16%
BIM
2793
Breakwater Investment Management
Washington
$154K – – –
ECM
2794
Elgethun Capital Management
South Dakota
$149K +$508 +1 +0.4%
KFP
2795
Keener Financial Planning
Texas
$149K – – –
SCA
2796
Stuart Chaussee & Associates
California
$148K – – –
WAM
2797
WFA Asset Management
Wisconsin
$146K +$4.07K +8 +3%
CFG
2798
Copley Financial Group
California
$145K +$139K +274 New
IWA
2799
Icon Wealth Advisors
Texas
$144K +$139K +273 New
FMB
2800
Field & Main Bank
Kentucky
$142K – – –
110 111
112
113 114