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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
3001
Simmons Bank
Arkansas
$314K +$291K +553 New
CA
3002
Cornerstone Advisory
Maryland
$314K +$15.2K +29 +6%
PMIM
3003
Prudent Man Investment Management
Colorado
$314K – – –
TSS
3004
Two Sigma Securities
New York
$314K -$3.73M -7,093 -93%
DWM
3005
Darwin Wealth Management
Florida
$314K +$2.1K +4 +0.7%
FAP
3006
Financial Advisory Partners
Florida
$313K +$11K +21 +4%
SFS
3007
Symphony Financial Services
Ohio
$313K – – –
HGA
3008
Hobbs Group Advisors
South Carolina
$312K – – –
BOH
3009
Bank of Hawaii
Hawaii
$310K +$286K +545 New
HSWS
3010
Higgins & Schmidt Wealth Strategies
Colorado
$310K – – –
CC
3011
Cypress Capital
Tennessee
$310K +$2.63K +5 +0.9%
WFS
3012
Walker Financial Services
Kentucky
$309K – – –
JA
3013
JVL Associates
Michigan
$309K -$118K -225 -29%
TFA
3014
Tobias Financial Advisors
Florida
$309K +$43.1K +82 +18%
WBC
3015
West Branch Capital
Massachusetts
$308K – – –
LRPA
3016
L. Roy Papp & Associates
Arizona
$308K -$70.4K -134 -20%
REMPR
3017
Roof Eidam Maycock Peralta (REMP)
California
$307K – – –
ICM
3018
IMS Capital Management
Oregon
$306K – – –
MAM
3019
Morse Asset Management
Connecticut
$306K – – –
MWP
3020
Moller Wealth Partners
$306K – – –
BZWA
3021
Blue Zone Wealth Advisors
California
$304K -$97.8K -186 -26%
SA
3022
Stewardship Advisors
Pennsylvania
$304K – – –
CHAM
3023
Clear Harbor Asset Management
Connecticut
$304K -$125K -238 -31%
PCA
3024
Private Capital Advisors
Connecticut
$304K – – –
BDFN
3025
Bond & Devick Financial Network
Minnesota
$304K +$1.05K +2 +0.4%
119 120
121
122 123