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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3101
Winebrenner Capital Management
Kentucky
$266K – – –
GJWM
3102
Gilliland Jeter Wealth Management
Arkansas
$266K +$21K +40 +9%
FFG
3103
Fortem Financial Group
California
$265K +$245K +466 New
NWAG
3104
Net Worth Advisory Group
Utah
$264K +$244K +465 New
UBG
3105
United Bank (Georgia)
Georgia
$264K +$244K +465 New
CE
3106
Cornerstone Enterprises
Wisconsin
$264K +$10.5K +20 +5%
FF
3107
Fluent Financial
Texas
$263K -$3.58M -6,808 -94%
WP
3108
Wealthspan Partners
Iowa
$263K +$243K +463 New
TIA
3109
Tiemann Investment Advisors
California
$262K – – –
GGI
3110
Godsey & Gibb Inc
Virginia
$261K -$29.4K -56 -11%
RA
3111
Riverstone Advisors
Texas
$261K – – –
SHWM
3112
Smith & Howard Wealth Management
Georgia
$261K – – –
WA
3113
Waterford Advisors
New York
$261K +$60.4K +115 +19%
PWM
3114
PMG Wealth Management
Illinois
$261K +$10.5K +20 +5%
BLFG
3115
Brian Low Financial Group
Louisiana
$261K +$241K +459 New
BCG
3116
Bravias Capital Group
New Jersey
$260K -$249K -474 -51%
AB
3117
Atlas Brown
Kentucky
$260K +$14.7K +28 +7%
OAP
3118
One Advisory Partners
Kansas
$259K +$234K +445 New
CFG
3119
Copley Financial Group
California
$259K +$1.58K +3 +0.7%
ZI
3120
ZEGA Investments
Florida
$256K +$28.9K +55 +14%
OWA
3121
Outlook Wealth Advisors
Texas
$256K +$237K +451 New
MKC
3122
M. Kraus & Co
Vermont
$256K – – –
TC
3123
Tenret Company
Florida
$255K – – –
TH
3124
Team Hewins
California
$255K – – –
RAM
3125
Ramirez Asset Management
New York
$254K +$235K +448 New
123 124
125
126 127