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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
3026
Marietta Investment Partners
Wisconsin
$536K +$106K +170 +25%
OBWA
3027
Oak Barrel Wealth Advisory
Virginia
$535K +$529K +852 New
MIAS
3028
Mason Investment Advisory Services
Virginia
$534K -$4.35K -7 -0.8%
EWL
3029
Emissary Wealth LLC
New Jersey
$534K +$529K +851 New
AWM
3030
AAF Wealth Management
Massachusetts
$533K -$23K -37 -4%
TIM
3031
Total Investment Management
Arizona
$533K -$424K -682 -45%
DF
3032
Define Financial
California
$530K +$35.4K +57 +7%
MAM
3033
MMA Asset Management
Pennsylvania
$529K -$169K -272 -24%
GC
3034
GFG Capital
Florida
$528K – – –
KFP
3035
Keener Financial Planning
Texas
$526K +$339K +546 +186%
CF
3036
Convergence Financial
Missouri
$524K +$39.2K +63 +8%
GMA
3037
Glassy Mountain Advisors
Maryland
$523K – – –
CGF
3038
Constant Guidance Financial
Massachusetts
$523K +$2.26M +3,644 New
EAM
3039
Empirical Asset Management
Massachusetts
$523K +$41.6K +67 +0.7%
LC
3040
LCNB Corp
Ohio
$522K -$541K -870 -51%
CFO
3041
Colony Family Offices
North Carolina
$522K – – –
MCP
3042
Mirador Capital Partners
California
$522K +$121K +195 +31%
LFA
3043
Legacy Financial Advisors
Kentucky
$522K -$4.35K -7 -0.8%
TAP
3044
Tounjian Advisory Partners
Florida
$521K +$516K +830 New
SIAG
3045
Signet Investment Advisory Group
Rhode Island
$521K – – –
HWMG
3046
Hurlow Wealth Management Group
Indiana
$520K +$7.46K +12 +1%
JWM
3047
JGP Wealth Management
Oregon
$520K +$124K +199 +32%
ODFS
3048
O'Donnell Financial Services
California
$519K -$30.5K -49 -6%
CSC
3049
Caldwell Sutter Capital
California
$518K -$80.2K -129 -14%
NIWA
3050
New Insight Wealth Advisors
California
$516K +$89.5K +144 +21%
120 121
122
123 124