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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
3126
United Bank (Georgia)
Georgia
$290K +$5.3K +9 +2%
CA
3127
Centerpoint Advisors
Massachusetts
$290K – – –
SEM
3128
Strategic Equity Management
Arizona
$290K -$4.72K -8 -2%
EWA
3129
Encompass Wealth Advisors
Oregon
$289K +$278K +472 New
DP
3130
Divergent Planning
Maryland
$289K – – –
BFC
3131
Blue Fin Capital
Rhode Island
$288K +$278K +471 New
HWA
3132
Hilltop Wealth Advisors
North Carolina
$288K – – –
CFIM
3133
Client First Investment Management
Wisconsin
$287K +$276K +468 New
CAAM
3134
Cornerstone Advisors Asset Management
Pennsylvania
$287K +$276K +468 New
MWM
3135
Meritas Wealth Management
California
$286K -$20K -34 -7%
WA
3136
Whipplewood Advisors
Colorado
$285K -$4.72K -8 -2%
HFA
3137
Highland Financial Advisors
New Jersey
$284K +$274K +464 New
WP
3138
Wealthspan Partners
Iowa
$284K – – –
FF
3139
Fluent Financial
Texas
$284K – – –
PIC
3140
Platt Investment Counsel
Florida
$284K +$13K +22 +5%
RAG
3141
RIA Advisory Group
Iowa
$282K +$16.5K +28 +6%
RA
3142
Riverstone Advisors
Texas
$282K – – –
ATI
3143
ARK & TLK Investments
Oklahoma
$281K +$28.3K +48 +12%
WA
3144
Waterford Advisors
New York
$281K -$155K -263 -36%
CWA
3145
Centennial Wealth Advisory
Michigan
$281K +$8.25K +14 +3%
NRWA
3146
North Ridge Wealth Advisors
Oregon
$280K +$270K +458 New
CNTOF
3147
Canandaigua National Trust of Florida
New York
$280K -$107K -181 -28%
AB
3148
Atlas Brown
Kentucky
$280K – – –
CWM
3149
Core Wealth Management
Florida
$280K +$269K +457 New
OWA
3150
Outlook Wealth Advisors
Texas
$276K – – –
124 125
126
127 128