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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
2776
Northwest Financial Advisors
Virginia
$194K +$187K +368 New
SWM
2777
Sugarloaf Wealth Management
Georgia
$183K +$13.7K +27 +8%
POIA
2778
Pin Oak Investment Advisors
Texas
$182K +$176K +346 New
TCG
2779
Transcendent Capital Group
Oklahoma
$179K +$49.8K +98 +40%
IA
2780
IFS Advisors
Kansas
$169K -$5.08K -10 -3%
TC
2781
Trust Company
Kansas
$169K – – –
PFG
2782
Peterson Financial Group
Iowa
$168K +$162K +318 New
DRS
2783
Deane Retirement Strategies
Louisiana
$160K -$9.15K -18 -6%
CAL
2784
Capital Advisors Ltd
Ohio
$159K – – –
AIM
2785
Arcadia Investment Management
Michigan
$159K – – –
OIA
2786
Optimum Investment Advisors
Illinois
$156K +$20.3K +40 +16%
BIM
2787
Breakwater Investment Management
Washington
$154K – – –
ECM
2788
Elgethun Capital Management
South Dakota
$149K +$508 +1 +0.4%
KFP
2789
Keener Financial Planning
Texas
$149K – – –
SCA
2790
Stuart Chaussee & Associates
California
$148K – – –
WAM
2791
WFA Asset Management
Wisconsin
$146K +$4.07K +8 +3%
CFG
2792
Copley Financial Group
California
$145K +$139K +274 New
IWA
2793
Icon Wealth Advisors
Texas
$144K +$139K +273 New
FMB
2794
Field & Main Bank
Kentucky
$142K – – –
FGC
2795
Financial Gravity Companies
Texas
$142K +$137K +269 New
CAM
2796
Clarity Asset Management
Iowa
$140K +$508 +1 +0.4%
AWM
2797
AllSquare Wealth Management
New York
$135K – – –
PWMG
2798
Private Wealth Management Group
New Jersey
$134K -$102K -201 -44%
NL
2799
NVWM LLC
Pennsylvania
$132K – – –
GIS
2800
Grayhawk Investment Strategies
Alberta, Canada
$132K – – –
110 111
112
113 114