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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3151
TopTier Wealth Management
Wisconsin
$447K +$443K +713 New
RCA
3152
Riverview Capital Advisers
Massachusetts
$447K +$19.3K +31 +5%
MSA
3153
Marino Stram & Associates
Massachusetts
$446K -$40.4K -65 -8%
AWS
3154
Alliance Wealth Strategies
Virginia
$446K +$442K +711 New
HAIM
3155
Hunter Associates Investment Management
Pennsylvania
$446K +$196K +316 +80%
NA
3156
Novus Advisors
South Carolina
$446K -$4.97K -8 -1%
SFA
3157
Spectrum Financial Alliance
Kentucky
$446K +$206K +332 +88%
PA
3158
Paragon Advisors
Texas
$445K +$13.7K +22 +3%
CWM
3159
Cadence Wealth Management
Massachusetts
$445K -$17.4K -28 -4%
IGGA
3160
Iron Gate Global Advisors
Utah
$445K +$19.3K +31 +5%
MWS
3161
MFA Wealth Services
California
$445K -$621 -1 -0.1%
PEWA
3162
Pacific Excel Wealth Advisors
California
$443K +$439K +706 New
ARC
3163
Advisor Resource Council
Texas
$443K +$430K +692 New
EMAM
3164
Encompass More Asset Management
California
$442K -$24.2K -39 -5%
CCM
3165
Colorado Capital Management
Colorado
$442K +$77.1K +124 +21%
NCG
3166
Newport Capital Group
New Jersey
$442K +$1.24K +2 +0.3%
SVWG
3167
Shared Vision Wealth Group
United States
$442K – – –
BB
3168
Berkshire Bank
Massachusetts
$441K – – –
OFA
3169
Oak Family Advisors
Illinois
$441K -$1.24K -2 -0.3%
PMG
3170
ProVise Management Group
Florida
$441K -$11.8K -19 -3%
SDH
3171
Sloy Dahl & Holst
Washington
$440K -$26.7K -43 -6%
FLP
3172
Financial Life Planners
Arizona
$439K +$1.86K +3 +0.4%
SIC
3173
Samalin Investment Counsel
New York
$438K +$11.2K +18 +3%
LFA
3174
Lauterbach Financial Advisors
Texas
$438K +$621 +1 +0.1%
PG
3175
Patten Group
Tennessee
$438K – – –
125 126
127
128 129