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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3301
Capstone Wealth Management
Montana
$462K – – –
TCM
3302
Tandem Capital Management
New Jersey
$462K – – –
BDFN
3303
Bond & Devick Financial Network
Minnesota
$461K +$44K +66 +11%
JMBA
3304
J. M. Brown & Associates
Oklahoma
$460K +$446K +669 New
SP
3305
Successful Portfolios
Florida
$459K -$667 -1 -0.2%
LFS
3306
Littlejohn Financial Services
Oregon
$459K +$98.7K +148 +28%
YL
3307
YCG LLC
Texas
$459K +$445K +668 New
MG
3308
MilWealth Group
Wisconsin
$458K – – –
PSB
3309
Piscataqua Savings Bank
New Hampshire
$458K +$66K +99 +17%
RWM
3310
Riverbend Wealth Management
South Carolina
$458K -$80K -120 -15%
PPWP
3311
Premier Path Wealth Partners
New Jersey
$458K – – –
LNB
3312
Ledyard National Bank
$457K +$10K +15 +2%
JMA
3313
J.M. Arbour
Maine
$457K +$444K +666 New
HPC
3314
Hobart Private Capital
North Carolina
$457K +$42.7K +64 +11%
SFP
3315
Strategic Financial Planning
Texas
$455K +$441K +662 New
LWM
3316
Langley Wealth Management
Mississippi
$455K +$441K +662 New
LCGC
3317
Legacy Capital Group California
California
$454K +$88K +132 +25%
PA
3318
Paragon Advisors
Texas
$453K -$281K -421 -39%
ACM
3319
Aljian Capital Management
Nevada
$453K +$24.7K +37 +6%
NL
3320
NVWM LLC
Pennsylvania
$453K +$60.7K +91 +16%
MCM
3321
McRae Capital Management
New Jersey
$452K -$46.7K -70 -10%
SCM
3322
Shelton Capital Management
Colorado
$451K – – –
MBWA
3323
Marin Bay Wealth Advisors
California
$449K – – –
JFG
3324
Juno Financial Group
Virginia
$449K -$7.33K -11 -2%
EP
3325
Essential Partners
California
$449K – – –
131 132
133
134 135