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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
3076
M. Kraus & Co
Vermont
$231K – – –
GWWM
3077
Great Waters Wealth Management
Minnesota
$231K +$23.8K +44 +11%
TC
3078
Tenret Company
Florida
$231K – – –
SHA
3079
Seneca House Advisors
Virginia
$230K +$32.4K +60 +15%
TH
3080
Team Hewins
California
$230K -$142K -263 -37%
NHFG
3081
New Harbor Financial Group
Massachusetts
$230K +$242K +447 New
MWAM
3082
Manhattan West Asset Management
California
$229K -$41.6K -77 -15%
CE
3083
Cornerstone Enterprises
Wisconsin
$229K -$6.49K -12 -3%
CWA
3084
Centennial Wealth Advisory
Michigan
$229K +$2.16K +4 +0.9%
PF
3085
PlanWiser Financial
Colorado
$228K +$239K +443 New
CW
3086
Code Waechter
Florida
$227K +$238K +441 New
TSWM
3087
Triangle Securities Wealth Management
North Carolina
$227K +$238K +441 New
PIC
3088
Platt Investment Counsel
Florida
$227K +$238K +441 New
CL
3089
CVFG LLC
Indiana
$226K +$238K +440 New
PWM
3090
PMG Wealth Management
Illinois
$226K +$3.78K +7 +2%
AC
3091
Avant Capital
Louisiana
$225K -$2.16K -4 -0.9%
MCP
3092
Mirador Capital Partners
California
$223K +$20.5K +38 +10%
BI
3093
Ballast Inc
Kentucky
$223K – – –
SSI
3094
Scott & Selber Inc
Texas
$223K – – –
HW
3095
Hedeker Wealth
Illinois
$223K -$270K -499 -54%
BAM
3096
Bayshore Asset Management
Florida
$222K -$125K -231 -35%
SAM
3097
Satovsky Asset Management
New York
$222K +$233K +431 New
SNBOSCI
3098
Security National Bank of Sioux City Iowa
Iowa
$221K -$30.3K -56 -11%
CFG
3099
Certior Financial Group
Pennsylvania
$221K -$115K -213 -33%
SOAG
3100
Silver Oak Advisory Group
Oregon
$221K +$541 +1 +0.2%
122 123
124
125 126