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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HHWM
3151
Hiley Hunt Wealth Management
Nebraska
$242K +$223K +425 New
WWM
3152
Waterway Wealth Management
Texas
$242K +$4.2K +8 +2%
SNBOSCI
3153
Security National Bank of Sioux City Iowa
Iowa
$241K -$3.68K -7 -2%
SCI
3154
S&CO Inc
Massachusetts
$240K – – –
CIP
3155
Capital Insight Partners
Arizona
$240K -$1.05K -2 -0.5%
WPA
3156
Wealth Preservation Advisors
Tennessee
$240K +$219K +416 +6,933%
RFA
3157
Rollins Financial Advisors
New York
$239K -$526 -1 -0.2%
SC
3158
Samlyn Capital
New York
$239K +$10.5K +20 +5%
BCV
3159
Banque Cantonale Vaudoise
Switzerland
$239K – – –
LOPW
3160
Live Oak Private Wealth
North Carolina
$238K – – –
TPWM
3161
Twelve Points Wealth Management
Massachusetts
$238K +$7.36K +14 +3%
GMFG
3162
Greater Midwest Financial Group
Minnesota
$238K -$53.1K -101 -19%
GWA
3163
Gratus Wealth Advisors
Virginia
$237K – – –
TCG
3164
Transcendent Capital Group
Oklahoma
$237K +$9.46K +18 +5%
PMG
3165
Private Management Group
California
$236K +$219K +416 New
W
3166
WPWealth
Texas
$236K +$219K +416 New
BAM
3167
Bellevue Asset Management
Washington
$236K +$18.9K +36 +10%
RAM
3168
Riggs Asset Management
Pennsylvania
$235K -$78.3K -149 -27%
FPW
3169
Flagship Private Wealth
Massachusetts
$235K – – –
FGG
3170
Financial Guidance Group
Florida
$235K – – –
AA
3171
Aire Advisors
California
$234K -$1.05K -2 -0.5%
NCM
3172
Northside Capital Management
Oregon
$234K – – –
SOAG
3173
Silver Oak Advisory Group
Oregon
$234K -$9.46K -18 -4%
ATI
3174
ARK & TLK Investments
Oklahoma
$234K – – –
PIA
3175
Powell Investment Advisors
Florida
$233K – – –
125 126
127
128 129