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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3126
Boulder Wealth Advisors
Colorado
$210K – – –
FWA
3127
FORM Wealth Advisors
Wisconsin
$210K +$221K +409 New
PW
3128
PUREfi Wealth
Massachusetts
$209K +$220K +407 New
FOA
3129
Five Oceans Advisors
California
$209K +$3.78K +7 +2%
PFWA
3130
Paces Ferry Wealth Advisors
Georgia
$209K -$123K -227 -36%
SFA
3131
Seneca Financial Advisors
New York
$209K +$1.08K +2 +0.5%
LA
3132
LWM Advisors
California
$209K +$8.65K +16 +4%
KTA
3133
Keeley-Teton Advisors
Illinois
$208K – – –
BCA
3134
Bernzott Capital Advisors
California
$208K -$15.7K -29 -7%
TPWM
3135
Twelve Points Wealth Management
Massachusetts
$208K -$125K -232 -36%
BTD
3136
BankPlus Trust Department
Mississippi
$208K +$105K +195 +93%
EIG
3137
Ellenbecker Investment Group
Wisconsin
$208K -$73K -135 -25%
PWMG
3138
Pioneer Wealth Management Group
Texas
$207K +$217K +402 New
SC
3139
Samlyn Capital
New York
$206K -$4.33K -8 -2%
WC
3140
Westwind Capital
New Mexico
$206K +$8.11K +15 +4%
SPIO
3141
Seven Post Investment Office
California
$206K -$24.3K -45 -10%
GPI
3142
General Partner Inc
Pennsylvania
$206K – – –
WFA
3143
Wells Financial Advisors
Massachusetts
$206K – – –
TCG
3144
Transcendent Capital Group
Oklahoma
$205K +$20.5K +38 +11%
VCM
3145
Versant Capital Management
Arizona
$205K +$15.1K +28 +8%
HIS
3146
Harvest Investment Services
Illinois
$205K +$216K +399 New
KC
3147
Knuff & Co
California
$205K +$216K +399 New
DP
3148
DDD Partners
Washington
$205K – – –
SFG
3149
SevenBridge Financial Group
Pennsylvania
$205K – – –
KNW
3150
Kesler Norman & Wride
Utah
$205K +$215K +398 New
124 125
126
127 128