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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
3201
Caldwell Sutter Capital
California
$530K -$10K -15 -2%
NCM
3202
Nelson Capital Management
California
$528K -$8.67K -13 -2%
SRCM
3203
Signature Resources Capital Management
California
$527K -$209K -314 -29%
TCM
3204
Towneley Capital Management
California
$527K +$511K +767 New
WFP
3205
Wrenne Financial Planning
Kentucky
$525K -$64K -96 -11%
CLOS
3206
Compagnie Lombard Odier SCmA
Switzerland
$525K +$510K +765 New
HVP
3207
Hudson Value Partners
Florida
$523K -$20K -30 -4%
ACS
3208
Archford Capital Strategies
Illinois
$523K – – –
AC
3209
Avant Capital
Louisiana
$522K +$17.3K +26 +4%
KA
3210
Kure Advisory
Minnesota
$522K -$12.7K -19 -2%
GAB
3211
German American Bancorp
Indiana
$522K +$507K +760 New
NWA
3212
Northwest Wealth Advisors
Washington
$521K +$1.33K +2 +0.3%
PWA
3213
PCG Wealth Advisors
Kansas
$521K -$302K -453 -37%
CA
3214
Callahan Advisors
Texas
$520K +$3.33K +5 +0.7%
SCP
3215
Stevens Capital Partners
Nebraska
$520K +$86.7K +130 +21%
VCM
3216
Verde Capital Management
Michigan
$519K +$41.3K +62 +9%
VF
3217
Vawter Financial
Ohio
$518K +$19.3K +29 +4%
NC
3218
NovaPoint Capital
Georgia
$518K +$503K +755 New
MBFW
3219
Morton Brown Family Wealth
Pennsylvania
$518K +$432K +648 +611%
GWAM
3220
Guardian Wealth Advisors (Minnesota)
Minnesota
$518K +$6.67K +10 +1%
LWM
3221
Lodestone Wealth Management
Washington
$517K -$166K -249 -25%
UCB
3222
United Community Bank
South Carolina
$516K +$473K +709 +1,649%
MWM
3223
MinichMacGregor Wealth Management
New York
$515K +$72.7K +109 +17%
HNW
3224
High Note Wealth
Minnesota
$514K – – –
FPI
3225
Financial Plan Inc
Washington
$513K +$80K +120 +19%
127 128
129
130 131