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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
2951
Dynamic Financial Group
Iowa
$291K +$292K +540 New
ICM
2952
IMS Capital Management
Oregon
$290K – – –
EIG
2953
Ellenbecker Investment Group
Wisconsin
$290K +$81.2K +150 +39%
HFAS
2954
Hummer Financial Advisory Services
Illinois
$290K – – –
MWP
2955
Moller Wealth Partners
$290K – – –
HIM
2956
Hanlon Investment Management
New Jersey
$289K +$291K +537 New
EK
2957
Evensky & Katz
Florida
$289K -$4.33K -8 -1%
PCA
2958
Private Capital Advisors
Connecticut
$288K – – –
BCG
2959
Bravias Capital Group
New Jersey
$288K +$282K +520 New
TWCA
2960
Two West Capital Advisors
Kansas
$288K -$448K -828 -61%
APW
2961
Atlantic Private Wealth
North Carolina
$288K -$181K -335 -39%
ATWA
2962
Arbor Trust Wealth Advisors
Michigan
$288K +$289K +534 New
FW
2963
FullCircle Wealth
Texas
$287K +$277K +512 New
CCC
2964
Compass Capital Corp
Massachusetts
$287K +$280K +517 New
MAM
2965
Morse Asset Management
Connecticut
$286K – – –
PFM
2966
Patton Fund Management
Texas
$286K – – –
FDW
2967
Fourth Dimension Wealth
Ohio
$286K +$287K +530 New
SWM
2968
Seaside Wealth Management
California
$285K +$4.33K +8 +2%
SFC
2969
SYM Financial Corp
Indiana
$285K -$50.4K -93 -15%
PAWA
2970
Palo Alto Wealth Advisors
California
$285K -$35.7K -66 -11%
CRI
2971
Colonial River Investments
Virginia
$284K +$7.58K +14 +3%
LEFP
2972
Leading Edge Financial Planning
Tennessee
$284K +$14.1K +26 +5%
RL
2973
Rogco LP
Oklahoma
$283K +$2.17K +4 +0.8%
CCM
2974
Carlson Capital Management
Minnesota
$283K +$49.3K +91 +21%
MWM
2975
Mosley Wealth Management
California
$282K +$276K +510 New
117 118
119
120 121