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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3226
Winebrenner Capital Management
Kentucky
$512K +$44.7K +67 +10%
TA
3227
TrueWealth Advisors
Alabama
$512K – – –
MFG
3228
Mustico Financial Group
New York
$511K +$6.67K +10 +1%
BWG
3229
Balanced Wealth Group
Ohio
$511K -$39.3K -59 -7%
CAM
3230
Carret Asset Management
New York
$510K -$25.3K -38 -5%
ACM
3231
Avalon Capital Management
California
$509K +$667 +1 +0.1%
REMPR
3232
Roof Eidam Maycock Peralta (REMP)
California
$509K – – –
MWA
3233
Madson Wealth Advisors
California
$509K -$223K -334 -31%
EW
3234
Element Wealth
Mississippi
$508K +$7.33K +11 +2%
GCM
3235
Gables Capital Management
Florida
$508K – – –
UFA
3236
Uptown Financial Advisors
Texas
$504K – – –
CPBTD
3237
Central Pacific Bank - Trust Division
Hawaii
$504K +$478K +717 +4,218%
EIP
3238
Essential Investment Partners
Colorado
$503K – – –
BI
3239
Ballast Inc
Kentucky
$503K +$19.3K +29 +4%
MWS
3240
MFA Wealth Services
California
$502K +$1.33K +2 +0.3%
SM
3241
Sweeney & Michel
California
$502K +$122K +183 +35%
VAMG
3242
Voisard Asset Management Group
Michigan
$501K -$22K -33 -4%
PMG
3243
ProVise Management Group
Florida
$501K +$18K +27 +4%
WAOI
3244
Wealth Advisors of Iowa
Iowa
$500K – – –
NA
3245
Novus Advisors
South Carolina
$499K -$3.33K -5 -0.7%
BT
3246
Banque Transatlantique
France
$498K +$240K +360 +99%
HHCP
3247
Hilton Head Capital Partners
South Carolina
$495K -$20K -30 -4%
PWM
3248
Parkshore Wealth Management
California
$494K +$4.67K +7 +1%
CWA
3249
Cornerstone Wealth Advisors
Minnesota
$494K – – –
WFA
3250
Woodward Financial Advisors
North Carolina
$494K +$479K +719 New
128 129
130
131 132