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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
3151
KKM Financial
Illinois
$276K -$1.96M -3,332 -88%
MKC
3152
M. Kraus & Co
Vermont
$276K – – –
TWP
3153
Total Wealth Planning
Ohio
$275K +$265K +449 New
TC
3154
Tenret Company
Florida
$275K – – –
RAM
3155
Ramirez Asset Management
New York
$274K – – –
MF
3156
Montis Financial
Massachusetts
$274K -$678K -1,150 -72%
NIA
3157
NIA Impact Advisors
California
$274K +$10K +17 +4%
SF
3158
SWP Financial
California
$274K +$48.3K +82 +22%
FGAM
3159
Financial Gravity Asset Management
Texas
$273K +$263K +446 New
CCA
3160
Cypress Capital Advisors
Tennessee
$273K – – –
FFG
3161
Fortem Financial Group
California
$272K -$13K -22 -5%
EPIMS
3162
Evelyn Partners Investment Management Services
$272K -$127K -216 -33%
AHB
3163
Abner Herrman & Brock
New Jersey
$271K +$261K +443 New
CP
3164
Clarendon Private
Massachusetts
$270K +$2.95K +5 +1%
CFS
3165
Commonwealth Financial Services
West Virginia
$270K +$51.9K +88 +25%
MWM
3166
MinichMacGregor Wealth Management
New York
$269K +$259K +440 New
AFS
3167
Access Financial Services
Minnesota
$269K +$259K +440 New
ETS
3168
ESL Trust Services
New York
$269K -$27.7K -47 -10%
PCI
3169
Planning Center Inc
Illinois
$268K -$2.95K -5 -1%
HFA
3170
Hutchinson Financial Advisors
Virginia
$266K -$5.89K -10 -2%
BI
3171
Ballast Inc
Kentucky
$266K – – –
SSI
3172
Scott & Selber Inc
Texas
$266K +$589 +1 +0.2%
DP
3173
DDD Partners
Washington
$266K -$73.1K -124 -22%
LFP
3174
Leeward Financial Partners
Washington
$266K -$106K -179 -29%
TH
3175
Team Hewins
California
$265K -$8.84K -15 -3%
125 126
127
128 129