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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
3051
Stillwater Wealth Management Group
Florida
$243K +$8.11K +15 +3%
RIS
3052
Richmond Investment Services
Wisconsin
$243K +$28.1K +52 +12%
HWA
3053
Hilltop Wealth Advisors
North Carolina
$242K +$10.8K +20 +4%
ORC
3054
O'Rourke & Company
Massachusetts
$242K -$13K -24 -5%
GB
3055
Goepper Burkhardt
South Carolina
$242K -$2.7K -5 -1%
BCA
3056
Bay Capital Advisors
Virginia
$241K -$111K -205 -30%
WCM
3057
Winebrenner Capital Management
Kentucky
$241K -$263K -486 -51%
OPWM
3058
Oxinas Partners Wealth Management
Indiana
$240K +$253K +468 New
WWM
3059
WJ Wealth Management
Arizona
$238K -$69.2K -128 -22%
CNTOF
3060
Canandaigua National Trust of Florida
New York
$238K +$251K +464 New
RFG
3061
RFP Financial Group
Georgia
$238K -$158K -292 -39%
SFCL
3062
Strengthening Families & Communities LLC
Massachusetts
$238K +$16.2K +30 +7%
TFA
3063
Tobias Financial Advisors
Florida
$237K +$249K +461 New
TIA
3064
Tiemann Investment Advisors
California
$237K – – –
CFGW
3065
Chancellor Financial Group WB
Pennsylvania
$237K -$21.1K -39 -8%
NFA
3066
Northwest Financial Advisors
Virginia
$236K -$25.4K -47 -9%
RA
3067
Riverstone Advisors
Texas
$236K – – –
SHWM
3068
Smith & Howard Wealth Management
Georgia
$236K – – –
MWM
3069
Maltin Wealth Management
New Jersey
$236K +$15.1K +28 +6%
DFG
3070
Dynamic Financial Group
Iowa
$234K -$45.4K -84 -16%
PCI
3071
Planning Center Inc
Illinois
$233K +$3.24K +6 +1%
DWM
3072
Dogwood Wealth Management
Kansas
$233K +$32.4K +60 +15%
CFG
3073
Copley Financial Group
California
$233K +$169K +313 +224%
NG
3074
Norden Group
Utah
$231K +$33.5K +62 +16%
GP
3075
Guardian Partners
Canada
$231K +$23.2K +43 +10%
121 122
123
124 125