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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
3176
Evensky & Katz
Florida
$434K +$131K +210 +44%
IPW
3177
Inlet Private Wealth
Florida
$434K – – –
PRS
3178
Pinkerton Retirement Specialists
Idaho
$433K -$444K -715 -51%
MWA
3179
Merkkuri Wealth Advisors
New York
$433K +$9.32K +15 +2%
KCPT
3180
Kingstone Capital Partners Texas
Texas
$433K +$2.49K +4 +0.6%
BFA
3181
Bright Financial Advisors
Michigan
$431K -$9.94K -16 -2%
KF
3182
KKM Financial
Illinois
$431K +$147K +236 +52%
FPI
3183
Financial Plan Inc
Washington
$430K +$426K +686 New
FCFC
3184
First Commonwealth Financial Corp
Pennsylvania
$430K -$168K -270 -28%
KCAM
3185
Kagan Cocozza Asset Management
New Jersey
$430K +$426K +685 New
RBWA
3186
RFG - Bristol Wealth Advisors
Massachusetts
$430K +$1.24K +2 +0.3%
ACG
3187
Allen Capital Group
Nebraska
$429K -$76.4K -123 -15%
AA
3188
Ashford Advisors
New York
$428K – – –
BTD
3189
BankPlus Trust Department
Mississippi
$428K +$173K +278 +69%
GCWM
3190
Graham Capital Wealth Management
District of Columbia
$426K +$16.2K +26 +4%
LFGO
3191
Legacy Financial Group (Oklahoma)
Oklahoma
$426K +$78.9K +127 +23%
KB
3192
Kimelman & Baird
New York
$426K – – –
WFP
3193
Wrenne Financial Planning
Kentucky
$425K -$19.9K -32 -5%
GBWM
3194
Granite Bay Wealth Management
New Hampshire
$425K +$13.1K +21 +3%
TCG
3195
Transcendent Capital Group
Oklahoma
$424K +$67.7K +109 +19%
SP
3196
Successful Portfolios
Florida
$423K +$39.2K +63 +11%
KFA
3197
Kelleher Financial Advisors
New York
$423K +$419K +674 New
CWM
3198
Capstone Wealth Management
Montana
$422K +$418K +673 New
TCM
3199
Tandem Capital Management
New Jersey
$422K – – –
HGA
3200
Hobbs Group Advisors
South Carolina
$421K +$77.1K +124 +23%
126 127
128
129 130