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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
3226
General Partner Inc
Pennsylvania
$245K – – –
WFA
3227
Wells Financial Advisors
Massachusetts
$245K – – –
HIS
3228
Harvest Investment Services
Illinois
$245K -$545K -924 -70%
HPC
3229
Hobart Private Capital
North Carolina
$244K – – –
MWM
3230
Meadowbrook Wealth Management
New York
$244K +$235K +398 New
DJYG
3231
David J. Yvars Group
Florida
$243K – – –
GA
3232
Goldstein Advisors
Wisconsin
$243K +$234K +397 New
RCM
3233
RMR Capital Management
California
$242K – – –
HAIM
3234
Hunter Associates Investment Management
Pennsylvania
$242K – – –
SFA
3235
Salus Financial Advisors
Colorado
$242K – – –
PF
3236
PlanWiser Financial
Colorado
$241K -$2.36K -4 -1%
FSA
3237
Financial Security Advisor
Virginia
$241K – – –
OPA
3238
Old Port Advisors
Maine
$239K -$2.95K -5 -1%
SAM
3239
Satovsky Asset Management
New York
$239K +$15.9K +27 +7%
VAMG
3240
Voisard Asset Management Group
Michigan
$239K -$2.95K -5 -1%
VDI
3241
Vaughan David Investments
Illinois
$239K +$230K +391 New
TAM
3242
Tucker Asset Management
Colorado
$238K +$28.9K +49 +14%
FCM
3243
Fogel Capital Management
Florida
$238K -$4.72K -8 -2%
OAP
3244
One Advisory Partners
Kansas
$236K -$34.2K -58 -13%
AFM
3245
Abbot Financial Management
Massachusetts
$236K -$29.5K -50 -11%
GSWM
3246
Greenup Street Wealth Management
Michigan
$235K +$2.95K +5 +1%
SWMP
3247
Signature Wealth Management Partners
New Jersey
$233K – – –
RFA
3248
Resurgent Financial Advisors
Georgia
$233K -$14.1K -24 -6%
SPIO
3249
Seven Post Investment Office
California
$233K – – –
FPGK
3250
Financial Partners Group (Kansas)
Kansas
$233K +$224K +380 New
128 129
130
131 132