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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3201
Salus Financial Advisors
Colorado
$224K +$208K +395 New
RCM
3202
RMR Capital Management
California
$224K +$1.05K +2 +0.5%
HCA
3203
Harbour Capital Advisors
Virginia
$224K +$207K +393 New
WCM
3204
Warburton Capital Management
Oklahoma
$224K +$202K +385 New
HAIM
3205
Hunter Associates Investment Management
Pennsylvania
$224K +$207K +394 New
BWM
3206
Birchcreek Wealth Management
Ohio
$224K – – –
BWG
3207
Boomfish Wealth Group
Georgia
$224K +$207K +394 New
FSA
3208
Financial Security Advisor
Virginia
$223K +$206K +392 New
EWM
3209
Endowment Wealth Management
Wisconsin
$223K +$207K +393 New
PEA
3210
Park Edge Advisors
Ohio
$223K -$82K -156 -28%
BIP
3211
Blue Investment Partners
California
$222K +$205K +390 New
WIC
3212
Willis Investment Counsel
Georgia
$221K +$204K +389 New
EIG
3213
Ellenbecker Investment Group
Wisconsin
$220K -$8.41K -16 -4%
GIM
3214
Grassi Investment Management
California
$220K +$203K +387 New
ECM
3215
Elgethun Capital Management
South Dakota
$220K +$1.05K +2 +0.5%
GWWM
3216
Great Waters Wealth Management
Minnesota
$219K -$34.2K -65 -14%
LI
3217
LVZ Inc
Michigan
$217K +$201K +382 New
SWMP
3218
Signature Wealth Management Partners
New Jersey
$216K +$200K +381 New
NRW
3219
Nova R Wealth
Kansas
$216K +$200K +381 New
SPIO
3220
Seven Post Investment Office
California
$216K -$10.5K -20 -5%
BEW
3221
Burton Enright Welch
California
$215K +$199K +379 New
GSWM
3222
Greenup Street Wealth Management
Michigan
$215K +$199K +378 New
CFG
3223
Carr Financial Group
Massachusetts
$214K +$198K +377 New
AWM
3224
Affinity Wealth Management
Delaware
$213K +$197K +375 New
AWM
3225
Avaii Wealth Management
Wisconsin
$211K +$195K +371 New
127 128
129
130 131