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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3026
Total Investment Management
Arizona
$533K -$424K -682 -45%
DF
3027
Define Financial
California
$530K +$35.4K +57 +7%
MAM
3028
MMA Asset Management
Pennsylvania
$529K -$169K -272 -24%
GC
3029
GFG Capital
Florida
$528K – – –
KFP
3030
Keener Financial Planning
Texas
$526K +$339K +546 +186%
CF
3031
Convergence Financial
Missouri
$524K +$39.2K +63 +8%
GMA
3032
Glassy Mountain Advisors
Maryland
$523K – – –
CGF
3033
Constant Guidance Financial
Massachusetts
$523K +$2.26M +3,644 New
EAM
3034
Empirical Asset Management
Massachusetts
$523K +$41.6K +67 +0.7%
LC
3035
LCNB Corp
Ohio
$522K -$541K -870 -51%
CFO
3036
Colony Family Offices
North Carolina
$522K – – –
MCP
3037
Mirador Capital Partners
California
$522K +$121K +195 +31%
LFA
3038
Legacy Financial Advisors
Kentucky
$522K -$4.35K -7 -0.8%
TAP
3039
Tounjian Advisory Partners
Florida
$521K +$516K +830 New
SIAG
3040
Signet Investment Advisory Group
Rhode Island
$521K – – –
HWMG
3041
Hurlow Wealth Management Group
Indiana
$520K +$7.46K +12 +1%
JWM
3042
JGP Wealth Management
Oregon
$520K +$124K +199 +32%
ODFS
3043
O'Donnell Financial Services
California
$519K -$30.5K -49 -6%
CSC
3044
Caldwell Sutter Capital
California
$518K -$80.2K -129 -14%
NIWA
3045
New Insight Wealth Advisors
California
$516K +$89.5K +144 +21%
SPWM
3046
Straight Path Wealth Management
Michigan
$515K +$510K +821 New
NBWM
3047
North Berkeley Wealth Management
California
$515K +$42.9K +69 +9%
OPWM
3048
Oxinas Partners Wealth Management
Indiana
$514K +$206K +332 +68%
SFB
3049
STAR Financial Bank
Indiana
$514K -$113K -182 -18%
MLFP
3050
MPS Loria Financial Planners
Illinois
$514K +$2.49K +4 +0.5%
120 121
122
123 124