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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPG
2826
Strategic Planning Group
Utah
– -$236K -541 Closed
FA
2827
FC Advisory
Pennsylvania
– -$233K -533 Closed
PFG
2828
Peterson Financial Group
Iowa
– -$223K -511 Closed
UWPG
2829
Ullmann Wealth Partners Group
Florida
– -$220K -503 Closed
MRCM
2830
M&R Capital Management
New Jersey
– -$218K -498 Closed
ALWM
2831
Andrews Lucia Wealth Management
California
– -$216K -494 Closed
TFF
2832
The Family Firm
Maryland
– -$214K -490 Closed
EA
2833
Everpar Advisors
Oklahoma
– -$213K -488 Closed
LWM
2834
Laidlaw Wealth Management
New York
– -$205K -469 Closed
MFG
2835
Menard Financial Group
Texas
– -$200K -458 Closed
RFA
2836
Resurgent Financial Advisors
Georgia
– -$173K -396 Closed
NFA
2837
Northwest Financial Advisors
Virginia
– -$126K -289 Closed
PS
2838
Planned Solutions
California
– -$74.3K -170 Closed
AP
2839
Arlington Partners
Alabama
– -$73.4K -168 Closed
DWA
2840
Dougherty Wealth Advisers
Minnesota
– -$32.3K -74 Closed
GWMIA
2841
Global Wealth Management Investment Advisory
Florida
– -$27.4K -63 Closed
LPP
2842
Life Planning Partners
Florida
– -$25.3K -58 Closed
CTA
2843
Colonial Trust Advisors
South Carolina
– -$12.8K -29 Closed
AIMA
2844
Ables Iannone Moore & Associates
Georgia
– -$10.9K -25 Closed
MSWM
2845
McGlone Suttner Wealth Management
Wisconsin
– -$7.86K -18 Closed
FBC
2846
Fairfield, Bush & Co
Connecticut
– -$4.37K -10 Closed
110 111 112 113
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