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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2901
Sprinkle Financial Consultants
Colorado
$820K -$51.3K -77 -6%
SBWIC
2902
Schaper Benz & Wise Investment Counsel
Wisconsin
$817K -$72.7K -109 -8%
DJSG
2903
D.J. St. Germain
Massachusetts
$817K -$119K -179 -13%
LBC
2904
Leigh Baldwin & Co
New York
$816K – – –
JJBC
2905
James J. Burns & Company
New York
$815K – – –
TC
2906
Trust Company
Kansas
$811K +$42K +63 +6%
OA
2907
Oceanside Advisors
South Carolina
$806K +$782K +1,173 New
ULWM
2908
Upper Left Wealth Management
Florida
$805K – – –
SIC
2909
SJS Investment Consulting
Ohio
$804K +$67.3K +101 +9%
DWA
2910
Delap Wealth Advisory
Oregon
$800K -$26.7K -40 -3%
HWMG
2911
Hurlow Wealth Management Group
Indiana
$799K +$1.33K +2 +0.2%
FAM
2912
Formidable Asset Management
Ohio
$798K -$8.67K -13 -1%
RIA
2913
Rhodes Investment Advisors
Texas
$796K +$54K +81 +8%
WAAG
2914
Wealth Alliance Advisory Group
Kansas
$796K +$269K +403 +53%
FF
2915
Foundry Financial
California
$795K +$8K +12 +1%
OBWA
2916
Oak Barrel Wealth Advisory
Virginia
$793K +$770K +1,155 New
SAM
2917
Strategy Asset Managers
California
$793K +$16K +24 +2%
NLA
2918
Northern Lights Advisors
Washington
$793K -$3.33K -5 -0.4%
EWM
2919
Elevation Wealth Management
Minnesota
$791K +$52.7K +79 +7%
NWM
2920
Northcape Wealth Management
New York
$790K – – –
MC
2921
Matisse Capital
Oregon
$789K +$667 +1 +0.1%
SC
2922
Shearwater Capital
Colorado
$789K +$1.33K +2 +0.2%
ANC
2923
Ames National Corp
Iowa
$788K – – –
KCM
2924
Kennicott Capital Management
California
$788K – – –
RCP
2925
Rothschild Capital Partners
New York
$788K +$80K +120 +12%
115 116
117
118 119