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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
3301
Winch Advisory Services
Wisconsin
$370K +$21.8K +35 +6%
SOWAS
3302
Silver Oak Wealth Advisors Services
California
$370K +$4.97K +8 +1%
FF
3303
Foronjy Financial
California
$370K +$4.35K +7 +1%
LCM
3304
Lunt Capital Management
Utah
$369K -$14.3K -23 -4%
CE
3305
Cornerstone Enterprises
Wisconsin
$369K – – –
LAS
3306
LWM Advisory Services
Florida
$368K – – –
BC
3307
BDFS Capital
Delaware
$368K +$365K +587 New
GWP
3308
Gen-Wealth Partners
Michigan
$368K – – –
TI
3309
Trexquant Investment
Connecticut
$367K +$150K +241 +70%
SCM
3310
Schnieders Capital Management
California
$367K +$11.2K +18 +3%
LEFP
3311
Leading Edge Financial Planning
Tennessee
$366K +$3.73K +6 +1%
IPAM
3312
Investment Partners Asset Management
New Jersey
$364K -$4.35K -7 -1%
LCM
3313
LVM Capital Management
Michigan
$362K – – –
O3W
3314
Omni 360 Wealth
New Jersey
$362K +$1.86K +3 +0.5%
MKA
3315
M. Kulyk & Associates
Georgia
$362K +$1.86K +3 +0.5%
WCMN
3316
Westchester Capital Management (Nebraska)
Nebraska
$361K – – –
OWA
3317
Opal Wealth Advisors
New York
$361K +$24.9K +40 +7%
AHC
3318
Adell Harriman & Carpenter
Texas
$359K -$95.1K -153 -21%
CIS
3319
Connors Investor Services
Pennsylvania
$359K – – –
ACM
3320
Aurdan Capital Management
Pennsylvania
$359K +$32.9K +53 +10%
RA
3321
Rubicon Advisors
California
$358K +$354K +570 New
FWM
3322
Forefront Wealth Management
Pennsylvania
$357K – – –
CA
3323
Chatterton & Associates
California
$357K +$354K +570 New
DP
3324
DDD Partners
Washington
$357K +$83.9K +135 +31%
NCM
3325
Northside Capital Management
Oregon
$357K +$97.6K +157 +38%
131 132
133
134 135