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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
3151
Atlas Brown
Kentucky
$280K – – –
CWM
3152
Core Wealth Management
Florida
$280K +$269K +457 New
OWA
3153
Outlook Wealth Advisors
Texas
$276K – – –
KF
3154
KKM Financial
Illinois
$276K -$1.96M -3,332 -88%
MKC
3155
M. Kraus & Co
Vermont
$276K – – –
TWP
3156
Total Wealth Planning
Ohio
$275K +$265K +449 New
TC
3157
Tenret Company
Florida
$275K – – –
RAM
3158
Ramirez Asset Management
New York
$274K – – –
MF
3159
Montis Financial
Massachusetts
$274K -$678K -1,150 -72%
NIA
3160
NIA Impact Advisors
California
$274K +$10K +17 +4%
SF
3161
SWP Financial
California
$274K +$48.3K +82 +22%
FGAM
3162
Financial Gravity Asset Management
Texas
$273K +$263K +446 New
CCA
3163
Cypress Capital Advisors
Tennessee
$273K – – –
FFG
3164
Fortem Financial Group
California
$272K -$13K -22 -5%
EPIMS
3165
Evelyn Partners Investment Management Services
$272K -$127K -216 -33%
AHB
3166
Abner Herrman & Brock
New Jersey
$271K +$261K +443 New
CP
3167
Clarendon Private
Massachusetts
$270K +$2.95K +5 +1%
CFS
3168
Commonwealth Financial Services
West Virginia
$270K +$51.9K +88 +25%
MWM
3169
MinichMacGregor Wealth Management
New York
$269K +$259K +440 New
AFS
3170
Access Financial Services
Minnesota
$269K +$259K +440 New
ETS
3171
ESL Trust Services
New York
$269K -$27.7K -47 -10%
PCI
3172
Planning Center Inc
Illinois
$268K -$2.95K -5 -1%
HFA
3173
Hutchinson Financial Advisors
Virginia
$266K -$5.89K -10 -2%
BI
3174
Ballast Inc
Kentucky
$266K – – –
SSI
3175
Scott & Selber Inc
Texas
$266K +$589 +1 +0.2%
125 126
127
128 129