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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3026
Coordinated Financial Services
Colorado
$546K -$31.3K -50 -5%
CWMP
3027
Clarion Wealth Managment Partners
Virginia
$545K +$625 +1 +0.1%
SGK
3028
Steigerwald Gordon & Koch
Virginia
$543K -$625 -1 -0.1%
AFA
3029
AA Financial Advisors
Ohio
$542K -$53.2K -85 -9%
SSWM
3030
Strait & Sound Wealth Management
California
$542K -$28.1K -45 -5%
CRFG
3031
Columbia River Financial Group
Washington
$541K -$8.13K -13 -1%
EAM
3032
Empirical Asset Management
Massachusetts
$539K +$42.5K +68 +0.7%
ELM
3033
Elite Life Management
Florida
$539K – – –
HHGA
3034
Halbert Hargrove Global Advisors
California
$537K -$80.1K -128 -12%
DIA
3035
Davidson Investment Advisors
Montana
$537K -$325K -519 -37%
BAM
3036
Bellevue Asset Management
Washington
$536K +$109K +174 +24%
HFBOT
3037
Home Federal Bank of Tennessee
Tennessee
$535K +$560K +895 New
KFP
3038
Keener Financial Planning
Texas
$534K +$34.4K +55 +7%
SFS
3039
Stiles Financial Services
Minnesota
$533K +$6.25K +10 +1%
PWM
3040
PMG Wealth Management
Illinois
$533K +$104K +166 +23%
BCM
3041
Beck Capital Management
Texas
$533K -$371K -594 -40%
WA
3042
Winter & Associates
Minnesota
$528K – – –
BB
3043
Burford Brothers
Texas
$528K -$20K -32 -3%
DWM
3044
DKM Wealth Management
California
$526K – – –
KL
3045
KWMG LLC
Kansas
$526K +$102K +163 +23%
WWG
3046
West Wealth Group
California
$525K +$88.2K +141 +19%
TI
3047
tru Independence
Oregon
$525K -$20.6K -33 -4%
CAM
3048
CPA Asset Management
Florida
$525K -$368K -589 -40%
M1FG
3049
Mach-1 Financial Group
Arkansas
$525K -$315K -503 -36%
TLFA
3050
True Link Financial Advisors
California
$523K +$85.7K +137 +19%
120 121
122
123 124