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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3126
Centennial Wealth Advisory
Michigan
$253K – – –
PCI
3127
Planning Center Inc
Illinois
$252K -$5.78K -11 -2%
FA
3128
Financial Alternatives
California
$251K +$232K +441 New
SA
3129
Sicart Associates
New York
$251K -$289K -550 -55%
PIC
3130
Platt Investment Counsel
Florida
$251K – – –
PP
3131
Patron Partners
Texas
$250K -$167K -317 -42%
CIC
3132
Cutler Investment Counsel
Oregon
$250K -$52.6K -100 -19%
UPS
3133
UHLMANN PRICE SECURITIES
Illinois
$249K +$231K +439 New
AC
3134
Avant Capital
Louisiana
$249K -$526 -1 -0.2%
CP
3135
Clarendon Private
Massachusetts
$248K +$11K +21 +5%
AFM
3136
Abbot Financial Management
Massachusetts
$247K +$229K +435 New
MWAM
3137
Manhattan West Asset Management
California
$247K -$5.78K -11 -2%
BFIM
3138
Beese Fulmer Investment Management
Ohio
$247K +$228K +434 New
BI
3139
Ballast Inc
Kentucky
$247K – – –
SSI
3140
Scott & Selber Inc
Texas
$246K – – –
RAG
3141
RIA Advisory Group
Iowa
$246K +$5.26K +10 +2%
BAM
3142
Bayshore Asset Management
Florida
$245K – – –
MWM
3143
Maltin Wealth Management
New Jersey
$245K -$14.7K -28 -6%
LCM
3144
Leisure Capital Management
California
$244K -$158K -300 -41%
JRFS
3145
James Reed Financial Services
Ohio
$244K – – –
MCM
3146
Marathon Capital Management
Maryland
$244K +$226K +430 New
NIA
3147
NIA Impact Advisors
California
$244K +$226K +430 New
VPP
3148
Vertex Planning Partners
Illinois
$244K -$70.4K -134 -24%
NFC
3149
Northstar Financial Companies
Pennsylvania
$244K -$28.4K -54 -11%
HHWM
3150
Hiley Hunt Wealth Management
Nebraska
$242K +$223K +425 New
124 125
126
127 128