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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3126
Stolper & Co
Oklahoma
$291K – – –
CB
3127
CNB Bank
Pennsylvania
$291K +$183K +311 +190%
GBFP
3128
Golden Bell Financial Planning
Georgia
$291K +$280K +475 New
UBG
3129
United Bank (Georgia)
Georgia
$290K +$5.3K +9 +2%
CA
3130
Centerpoint Advisors
Massachusetts
$290K – – –
SEM
3131
Strategic Equity Management
Arizona
$290K -$4.72K -8 -2%
EWA
3132
Encompass Wealth Advisors
Oregon
$289K +$278K +472 New
DP
3133
Divergent Planning
Maryland
$289K – – –
BFC
3134
Blue Fin Capital
Rhode Island
$288K +$278K +471 New
HWA
3135
Hilltop Wealth Advisors
North Carolina
$288K – – –
CFIM
3136
Client First Investment Management
Wisconsin
$287K +$276K +468 New
CAAM
3137
Cornerstone Advisors Asset Management
Pennsylvania
$287K +$276K +468 New
MWM
3138
Meritas Wealth Management
California
$286K -$20K -34 -7%
WA
3139
Whipplewood Advisors
Colorado
$285K -$4.72K -8 -2%
HFA
3140
Highland Financial Advisors
New Jersey
$284K +$274K +464 New
WP
3141
Wealthspan Partners
Iowa
$284K – – –
FF
3142
Fluent Financial
Texas
$284K – – –
PIC
3143
Platt Investment Counsel
Florida
$284K +$13K +22 +5%
RAG
3144
RIA Advisory Group
Iowa
$282K +$16.5K +28 +6%
RA
3145
Riverstone Advisors
Texas
$282K – – –
ATI
3146
ARK & TLK Investments
Oklahoma
$281K +$28.3K +48 +12%
WA
3147
Waterford Advisors
New York
$281K -$155K -263 -36%
CWA
3148
Centennial Wealth Advisory
Michigan
$281K +$8.25K +14 +3%
NRWA
3149
North Ridge Wealth Advisors
Oregon
$280K +$270K +458 New
CNTOF
3150
Canandaigua National Trust of Florida
New York
$280K -$107K -181 -28%
124 125
126
127 128