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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
3026
Wells Trecaso Financial Group
Ohio
$337K -$367K -622 -53%
BAM
3027
Bellevue Asset Management
Washington
$335K +$78.4K +133 +32%
CIAS
3028
CBIZ Investment Advisory Services
Ohio
$335K -$338K -574 -51%
WCM
3029
Windsor Capital Management
Arizona
$335K +$43K +73 +15%
HGA
3030
Hobbs Group Advisors
South Carolina
$335K -$1.18K -2 -0.4%
CHAM
3031
Clear Harbor Asset Management
Connecticut
$335K +$6.48K +11 +2%
JA
3032
JVL Associates
Michigan
$334K +$1.18K +2 +0.4%
SWP
3033
Semus Wealth Partners
Florida
$334K -$44.8K -76 -12%
BWA
3034
Boulder Wealth Advisors
Colorado
$333K +$321K +544 New
CIC
3035
Cutler Investment Counsel
Oregon
$333K +$61.3K +104 +24%
WBC
3036
West Branch Capital
Massachusetts
$332K – – –
IPW
3037
Impact Partnership Wealth
Georgia
$332K +$319K +542 New
CWA
3038
Carolina Wealth Advisors
South Carolina
$331K +$16.5K +28 +5%
REMPR
3039
Roof Eidam Maycock Peralta (REMP)
California
$331K – – –
NWM
3040
Napa Wealth Management
California
$331K +$3.54K +6 +1%
ICM
3041
IMS Capital Management
Oregon
$330K – – –
MWP
3042
Moller Wealth Partners
$329K – – –
MAM
3043
Morse Asset Management
Connecticut
$329K -$589 -1 -0.2%
OWA
3044
Opal Wealth Advisors
New York
$328K +$29.5K +50 +10%
D
3045
Drystone
Virginia
$328K -$23.6K -40 -7%
PCA
3046
Private Capital Advisors
Connecticut
$328K – – –
SM
3047
Sweeney & Michel
California
$327K -$2.36K -4 -0.7%
APW
3048
Atlantic Private Wealth
North Carolina
$327K – – –
VWWMG
3049
Vermillion & White Wealth Management Group
Pennsylvania
$326K +$589 +1 +0.2%
NPFS
3050
Novak & Powell Financial Services
Florida
$326K – – –
120 121
122
123 124