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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
3201
Voisard Asset Management Group
Michigan
$225K – – –
SFA
3202
Salus Financial Advisors
Colorado
$224K +$208K +395 New
RCM
3203
RMR Capital Management
California
$224K +$1.05K +2 +0.5%
HCA
3204
Harbour Capital Advisors
Virginia
$224K +$207K +393 New
WCM
3205
Warburton Capital Management
Oklahoma
$224K +$202K +385 New
HAIM
3206
Hunter Associates Investment Management
Pennsylvania
$224K +$207K +394 New
BWM
3207
Birchcreek Wealth Management
Ohio
$224K – – –
BWG
3208
Boomfish Wealth Group
Georgia
$224K +$207K +394 New
FSA
3209
Financial Security Advisor
Virginia
$223K +$206K +392 New
EWM
3210
Endowment Wealth Management
Wisconsin
$223K +$207K +393 New
PEA
3211
Park Edge Advisors
Ohio
$223K -$82K -156 -28%
BIP
3212
Blue Investment Partners
California
$222K +$205K +390 New
WIC
3213
Willis Investment Counsel
Georgia
$221K +$204K +389 New
EIG
3214
Ellenbecker Investment Group
Wisconsin
$220K -$8.41K -16 -4%
GIM
3215
Grassi Investment Management
California
$220K +$203K +387 New
ECM
3216
Elgethun Capital Management
South Dakota
$220K +$1.05K +2 +0.5%
GWWM
3217
Great Waters Wealth Management
Minnesota
$219K -$34.2K -65 -14%
LI
3218
LVZ Inc
Michigan
$217K +$201K +382 New
SWMP
3219
Signature Wealth Management Partners
New Jersey
$216K +$200K +381 New
NRW
3220
Nova R Wealth
Kansas
$216K +$200K +381 New
SPIO
3221
Seven Post Investment Office
California
$216K -$10.5K -20 -5%
BEW
3222
Burton Enright Welch
California
$215K +$199K +379 New
GSWM
3223
Greenup Street Wealth Management
Michigan
$215K +$199K +378 New
CFG
3224
Carr Financial Group
Massachusetts
$214K +$198K +377 New
AWM
3225
Affinity Wealth Management
Delaware
$213K +$197K +375 New
127 128
129
130 131