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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
3151
Hobart Private Capital
North Carolina
$205K -$117K -217 -35%
LDB
3152
Lee, Danner & Bass
Tennessee
$205K – – –
ALWM
3153
Andrews Lucia Wealth Management
California
$204K +$205K +379 New
SA
3154
Sincerus Advisory
New York
$204K +$3.24K +6 +2%
RFN
3155
Redwood Financial Network
Ohio
$204K – – –
ZI
3156
ZEGA Investments
Florida
$204K +$214K +396 New
DJYG
3157
David J. Yvars Group
Florida
$203K +$541 +1 +0.3%
VAMG
3158
Voisard Asset Management Group
Michigan
$203K -$7.03K -13 -3%
CCA
3159
Cypress Capital Advisors
Tennessee
$203K -$257K -475 -55%
RFA
3160
Resurgent Financial Advisors
Georgia
$203K -$97.8K -181 -31%
TCM
3161
Twin Capital Management
Pennsylvania
$203K – – –
WA
3162
Whipplewood Advisors
Colorado
$203K +$117K +216 +62%
BWM
3163
Birchcreek Wealth Management
Ohio
$202K – – –
RCM
3164
RMR Capital Management
California
$202K +$10.8K +20 +5%
WI
3165
WBI Investments
New Jersey
$202K +$212K +393 New
HOWA
3166
Heritage Oak Wealth Advisors
Florida
$201K +$212K +392 New
AIM
3167
Archer Investment Management
Texas
$200K -$25.4K -47 -11%
ECM
3168
Elgethun Capital Management
South Dakota
$198K +$13.5K +25 +7%
HI
3169
Hoey Investments
Pennsylvania
$197K +$206K +381 +12,700%
BAM
3170
Bellevue Asset Management
Washington
$194K +$117K +216 +133%
OL
3171
one8zero8 LLC
North Carolina
$183K -$541 -1 -0.3%
FGAM
3172
Financial Gravity Asset Management
Texas
$180K +$189K +350 New
PWM
3173
Provident Wealth Management
Tennessee
$176K +$89.7K +166 +94%
WCM
3174
Westend Capital Management
California
$174K +$118K +218 +180%
USB
3175
Union Savings Bank
Connecticut
$173K -$51.4K -95 -22%
125 126
127
128 129