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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
3176
Strengthening Families & Communities LLC
Massachusetts
$233K -$11.6K -22 -5%
SFA
3177
Seneca Financial Advisors
New York
$233K +$1.58K +3 +0.7%
FWA
3178
FORM Wealth Advisors
Wisconsin
$232K – – –
BIMC
3179
Benson Investment Management Company
Virginia
$232K +$214K +408 New
PW
3180
PUREfi Wealth
Massachusetts
$231K – – –
PFWA
3181
Paces Ferry Wealth Advisors
Georgia
$231K – – –
SC
3182
Searle & Co
Connecticut
$230K +$213K +405 New
TWP
3183
Tempus Wealth Planning
California
$230K +$213K +405 New
WWM
3184
WJ Wealth Management
Arizona
$229K -$31.5K -60 -13%
BTD
3185
BankPlus Trust Department
Mississippi
$229K – – –
RFA
3186
Resurgent Financial Advisors
Georgia
$229K +$4.73K +9 +2%
BMWM
3187
Brown Miller Wealth Management
Virginia
$229K +$212K +404 New
LA
3188
LWM Advisors
California
$228K – – –
GPI
3189
General Partner Inc
Pennsylvania
$227K – – –
WFA
3190
Wells Financial Advisors
Massachusetts
$227K – – –
PF
3191
PlanWiser Financial
Colorado
$227K -$28.9K -55 -12%
HPC
3192
Hobart Private Capital
North Carolina
$226K – – –
LDB
3193
Lee, Danner & Bass
Tennessee
$226K – – –
AIM
3194
Archer Investment Management
Texas
$226K +$4.2K +8 +2%
SFG
3195
SevenBridge Financial Group
Pennsylvania
$226K – – –
DJYG
3196
David J. Yvars Group
Florida
$225K +$526 +1 +0.3%
RFN
3197
Redwood Financial Network
Ohio
$225K – – –
OPA
3198
Old Port Advisors
Maine
$225K -$28.4K -54 -12%
FCM
3199
Fogel Capital Management
Florida
$225K +$208K +396 New
VAMG
3200
Voisard Asset Management Group
Michigan
$225K – – –
126 127
128
129 130