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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3051
Tenret Company
Florida
$242K – – –
IWM
3052
Iams Wealth Management
Nebraska
$242K +$243K +449 New
CA
3053
Cornerstone Advisory
Maryland
$242K +$233K +431 New
RCG
3054
Regatta Capital Group
California
$241K +$16.8K +31 +7%
PCI
3055
Planning Center Inc
Illinois
$241K -$7.04K -13 -3%
CPA
3056
Compass Planning Associates
Massachusetts
$241K +$243K +448 New
MTC
3057
McDaniel Terry & Co
Texas
$241K +$242K +447 New
SFCL
3058
Strengthening Families & Communities LLC
Massachusetts
$240K -$8.15M -15,044 -97%
SPIO
3059
Seven Post Investment Office
California
$240K +$4.33K +8 +2%
AC
3060
Avant Capital
Louisiana
$238K +$240K +443 New
CWA
3061
Centennial Wealth Advisory
Michigan
$237K -$10.3K -19 -4%
FF
3062
Fluent Financial
Texas
$236K – – –
CWM
3063
Chronos Wealth Management
Florida
$235K – – –
AIM
3064
Archer Investment Management
Texas
$235K +$237K +437 New
DAM
3065
Delta Asset Management
Tennessee
$235K +$2.71K +5 +1%
BI
3066
Ballast Inc
Kentucky
$234K – – –
BCA
3067
Bernzott Capital Advisors
California
$234K -$133K -245 -36%
SC
3068
Searle & Co
Connecticut
$233K +$235K +433 New
SSI
3069
Scott & Selber Inc
Texas
$233K +$235K +433 New
PWM
3070
PMG Wealth Management
Illinois
$233K +$234K +432 New
FBB
3071
Fulton Breakefield Broenniman
Maryland
$233K – – –
MWM
3072
Maltin Wealth Management
New Jersey
$232K +$233K +431 New
USB
3073
Union Savings Bank
Connecticut
$232K -$30.3K -56 -11%
JRFS
3074
James Reed Financial Services
Ohio
$232K +$233K +430 New
LG
3075
LaFleur & Godfrey
Michigan
$232K +$233K +430 New
121 122
123
124 125