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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JRFS
3101
James Reed Financial Services
Ohio
$221K – – –
AB
3102
Atlas Brown
Kentucky
$220K – – –
GJWM
3103
Gilliland Jeter Wealth Management
Arkansas
$220K +$2.16K +4 +0.9%
LFP
3104
Leeward Financial Partners
Washington
$218K -$270K -499 -54%
IWMA
3105
Ironwood Wealth Management (Arizona)
Arizona
$218K -$41.1K -76 -15%
CIP
3106
Capital Insight Partners
Arizona
$218K +$3.24K +6 +1%
RAG
3107
RIA Advisory Group
Iowa
$217K +$229K +423 New
SCI
3108
S&CO Inc
Massachusetts
$217K +$7.03K +13 +3%
RFA
3109
Rollins Financial Advisors
New York
$217K -$257K -475 -53%
RSVP
3110
Ramsay Stattman Vela & Price
Colorado
$216K +$541 +1 +0.2%
BCV
3111
Banque Cantonale Vaudoise
Switzerland
$216K +$228K +421 New
LOPW
3112
Live Oak Private Wealth
North Carolina
$215K +$226K +418 New
GWA
3113
Gratus Wealth Advisors
Virginia
$215K – – –
CCP
3114
Carmel Capital Partners
California
$215K +$226K +418 New
WWM
3115
Waterway Wealth Management
Texas
$214K +$225K +417 New
CP
3116
Clarendon Private
Massachusetts
$214K +$12.4K +23 +6%
AA
3117
Aire Advisors
California
$213K -$25.9K -48 -10%
ACMA
3118
Arbor Capital Management (Alaska)
Alaska
$213K +$223K +413 New
FPW
3119
Flagship Private Wealth
Massachusetts
$212K – – –
GSAM
3120
Grant Street Asset Management
Pennsylvania
$212K -$42.2K -78 -16%
FGG
3121
Financial Guidance Group
Florida
$212K – – –
NCM
3122
Northside Capital Management
Oregon
$212K +$223K +412 New
ATI
3123
ARK & TLK Investments
Oklahoma
$211K – – –
NL
3124
NVWM LLC
Pennsylvania
$211K +$74.6K +138 +51%
PIA
3125
Powell Investment Advisors
Florida
$211K +$10.8K +20 +5%
123 124
125
126 127