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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3326
Pin Oak Investment Advisors
Texas
$191K – – –
IWM
3327
Inlight Wealth Management
Georgia
$189K +$22.4K +38 +14%
RFA
3328
Register Financial Advisors
Georgia
$187K +$5.3K +9 +3%
AIP
3329
Alexis Investment Partners
Texas
$185K +$178K +302 New
KPP
3330
Kings Path Partners
Texas
$184K +$7.66K +13 +5%
EWP
3331
Elevation Wealth Partners
California
$184K +$17.1K +29 +11%
AT
3332
Avalon Trust
New Mexico
$181K +$29.5K +50 +20%
OIA
3333
Optimum Investment Advisors
Illinois
$181K – – –
KFP
3334
Keener Financial Planning
Texas
$180K -$170K -288 -49%
RF
3335
Roxbury Financial
New Jersey
$178K +$589 +1 +0.3%
CFG
3336
Clayton Financial Group
Missouri
$173K +$167K +283 New
ANBT
3337
American National Bank & Trust
Texas
$171K +$1.77K +3 +1%
BOJHT
3338
Bank of Jackson Hole Trust
Wyoming
$171K – – –
DCM
3339
Davis Capital Management
Florida
$161K +$155K +263 New
FFP
3340
Frisco Financial Planning
Texas
$158K +$12.4K +21 +9%
AWM
3341
AllSquare Wealth Management
New York
$157K – – –
IA
3342
IFS Advisors
Kansas
$156K -$5.89K -10 -4%
NC
3343
North Capital
Utah
$155K +$589 +1 +0.4%
SHIM
3344
Stone House Investment Management
Pennsylvania
$150K – – –
RFG
3345
REAP Financial Group
Texas
$149K – – –
RP
3346
Rowlandmiller & Partners
Georgia
$146K – – –
JGCM
3347
Joseph Group Capital Management
Ohio
$146K -$38.9K -66 -22%
WAM
3348
WFA Asset Management
Wisconsin
$146K +$4.72K +8 +3%
FLFS
3349
Family Legacy Financial Solutions
North Carolina
$143K – – –
JHCP
3350
Jackson Hole Capital Partners
Oklahoma
$141K – – –
132 133
134
135 136