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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3301
Provident Wealth Management
Tennessee
$210K – – –
WIA
3302
Westbourne Investment Advisors
Maryland
$209K +$201K +341 New
V
3303
VeraBank
Texas
$208K +$200K +340 New
BMC
3304
Beaton Management Company
Massachusetts
$208K +$200K +340 New
NI
3305
Natural Investments
California
$207K +$373K +633 New
TFP
3306
Triune Financial Partners
Kansas
$207K +$199K +338 New
PMSA
3307
Patrick M. Sweeney & Associates
Illinois
$206K +$199K +337 New
WAM
3308
WealthTrust Asset Management
Florida
$206K +$198K +336 New
HHAA
3309
Henry H. Armstrong Associates
Pennsylvania
$206K +$198K +336 New
MWM
3310
Mindset Wealth Management
Indiana
$206K +$198K +336 New
NIA
3311
NBZ Investment Advisors
Tennessee
$204K +$196K +333 New
DI
3312
Disciplined Investments
Oklahoma
$204K +$196K +332 New
SB
3313
Simmons Bank
Arkansas
$203K -$130K -221 -40%
CPCP
3314
Cedar Point Capital Partners
Iowa
$203K +$196K +332 New
KWM
3315
KW Wealth Management
California
$203K +$195K +331 New
DIM
3316
Delta Investment Management
California
$203K +$195K +331 New
TIA
3317
Tiemann Investment Advisors
California
$203K -$76.6K -130 -28%
JAG
3318
Journey Advisory Group
Kentucky
$202K +$195K +330 New
KWM
3319
Koa Wealth Management
California
$202K +$194K +329 New
LAM
3320
Lewis Asset Management
California
$201K +$193K +328 New
AP
3321
Aspect Partners
Virginia
$201K – – –
EW
3322
Elyxium Wealth
California
$201K +$193K +328 New
MAV
3323
Mason & Associates (Virginia)
Virginia
$201K – – –
FMB
3324
Field & Main Bank
Kentucky
$197K – – –
WWMSC
3325
Wagner Wealth Management (South Carolina)
South Carolina
$194K – – –
131 132
133
134 135