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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3251
Crowley Wealth Management
Delaware
$190K +$160K +305 +1,017%
CSPIA
3252
Cary Street Partners Investment Advisory
Virginia
$187K -$526 -1 -0.3%
AP
3253
Aspect Partners
Virginia
$186K -$1.2M -2,287 -87%
FMB
3254
Field & Main Bank
Kentucky
$183K – – –
HI
3255
Hoey Investments
Pennsylvania
$181K -$34.2K -65 -17%
WWMSC
3256
Wagner Wealth Management (South Carolina)
South Carolina
$180K +$7.36K +14 +5%
JGCM
3257
Joseph Group Capital Management
Ohio
$173K +$42K +80 +36%
FGC
3258
Financial Gravity Companies
Texas
$169K +$156K +297 New
RFA
3259
Register Financial Advisors
Georgia
$169K – – –
OIA
3260
Optimum Investment Advisors
Illinois
$168K – – –
RF
3261
Roxbury Financial
New Jersey
$165K – – –
KPP
3262
Kings Path Partners
Texas
$164K -$8.93K -17 -6%
POIA
3263
Pin Oak Investment Advisors
Texas
$159K -$20K -38 -11%
BOJHT
3264
Bank of Jackson Hole Trust
Wyoming
$158K +$7.36K +14 +5%
ANBT
3265
American National Bank & Trust
Texas
$157K +$36.8K +70 +34%
EWP
3266
Elevation Wealth Partners
California
$154K +$75.7K +144 +113%
IWM
3267
Inlight Wealth Management
Georgia
$154K +$70.4K +134 +98%
IA
3268
IFS Advisors
Kansas
$151K -$12.6K -24 -8%
AWM
3269
AllSquare Wealth Management
New York
$145K – – –
CB
3270
Centennial Bank
Arkansas
$144K – – –
NC
3271
North Capital
Utah
$143K -$36.3K -69 -21%
AT
3272
Avalon Trust
New Mexico
$139K – – –
SHIM
3273
Stone House Investment Management
Pennsylvania
$139K +$75.7K +144 +143%
RFG
3274
REAP Financial Group
Texas
$139K +$13.7K +26 +12%
RP
3275
Rowlandmiller & Partners
Georgia
$136K – – –
129 130
131
132 133