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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
3151
RMR Capital Management
California
$201K +$202K +373 New
NRW
3152
Nova R Wealth
Kansas
$200K +$201K +372 New
VCM
3153
Versant Capital Management
Arizona
$200K – – –
TCG
3154
Transcendent Capital Group
Oklahoma
$194K +$11.4K +21 +6%
ECM
3155
Elgethun Capital Management
South Dakota
$194K +$41.7K +77 +27%
OL
3156
one8zero8 LLC
North Carolina
$192K +$193K +357 New
AT
3157
Avalon Trust
New Mexico
$189K -$51.5K -95 -21%
WA
3158
Whipplewood Advisors
Colorado
$189K +$190K +350 New
KSB
3159
Kennebec Savings Bank
Maine
$187K +$137K +253 +261%
SWM
3160
Sugarloaf Wealth Management
Georgia
$187K – – –
MCM
3161
Mainstream Capital Management
California
$184K +$185K +341 New
POIA
3162
Pin Oak Investment Advisors
Texas
$183K – – –
WWMSC
3163
Wagner Wealth Management (South Carolina)
South Carolina
$182K +$183K +338 New
FWM
3164
FLP Wealth Management
Arkansas
$182K +$183K +337 New
MFG
3165
Menard Financial Group
Texas
$179K +$180K +333 New
CAWM
3166
Capital A Wealth Management
Pennsylvania
$178K +$179K +331 New
FMB
3167
Field & Main Bank
Kentucky
$173K +$28.2K +52 +19%
IA
3168
IFS Advisors
Kansas
$168K -$4.33K -8 -3%
CWM
3169
Copia Wealth Management
Oregon
$168K +$168K +311 New
KPP
3170
Kings Path Partners
Texas
$164K +$108K +200 +190%
AIM
3171
Arcadia Investment Management
Michigan
$162K – – –
CAL
3172
Capital Advisors Ltd
Ohio
$162K – – –
RF
3173
Roxbury Financial
New Jersey
$161K +$157K +290 New
OIA
3174
Optimum Investment Advisors
Illinois
$159K – – –
AFS
3175
Anderson Financial Strategies
Ohio
$158K +$159K +294 New
125 126
127
128 129