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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3176
DDD Partners
Washington
$266K -$73.1K -124 -22%
LFP
3177
Leeward Financial Partners
Washington
$266K -$106K -179 -29%
TH
3178
Team Hewins
California
$265K -$8.84K -15 -3%
AC
3179
Avant Capital
Louisiana
$265K -$2.95K -5 -1%
SHA
3180
Seneca House Advisors
Virginia
$265K -$34.8K -59 -12%
BAM
3181
Bayshore Asset Management
Florida
$265K – – –
VPP
3182
Vertex Planning Partners
Illinois
$264K +$1.18K +2 +0.5%
JRFS
3183
James Reed Financial Services
Ohio
$263K – – –
MAWAG
3184
Mid-American Wealth Advisory Group
Missouri
$263K +$253K +430 New
FA
3185
Financial Alternatives
California
$263K -$7.07K -12 -3%
BIMC
3186
Benson Investment Management Company
Virginia
$262K +$11.8K +20 +5%
CFG
3187
Cosner Financial Group
Colorado
$262K +$252K +428 New
WPA
3188
Wealth Preservation Advisors
Tennessee
$262K +$3.54K +6 +1%
NWA
3189
New World Advisors
Massachusetts
$261K +$251K +426 New
WWM
3190
Waterway Wealth Management
Texas
$261K +$589 +1 +0.2%
SC
3191
Stephenson & Company
California
$261K +$251K +426 New
SNBOSD
3192
Security National Bank of So Dak
Iowa
$260K +$251K +425 New
SIM
3193
Seaview Investment Managers
Florida
$259K -$183K -311 -42%
SCI
3194
S&CO Inc
Massachusetts
$259K – – –
TCM
3195
Traub Capital Management
Massachusetts
$259K +$35.4K +60 +17%
W
3196
WPWealth
Texas
$258K +$2.95K +5 +1%
BCG
3197
Bravias Capital Group
New Jersey
$257K -$23K -39 -9%
LI
3198
LVZ Inc
Michigan
$257K +$21.8K +37 +10%
GMFG
3199
Greater Midwest Financial Group
Minnesota
$256K – – –
GWA
3200
Gratus Wealth Advisors
Virginia
$256K – – –
126 127
128
129 130