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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3351
BDFS Capital
Delaware
$346K -$5K -8 -1%
RA
3352
Rubicon Advisors
California
$346K +$5K +8 +1%
FSAG
3353
Financial Solutions Advisory Group
Illinois
$344K +$360K +576 New
DP
3354
DDD Partners
Washington
$344K +$4.38K +7 +1%
CE
3355
Cornerstone Enterprises
Wisconsin
$344K -$6.88K -11 -2%
MWA
3356
Mills Wealth Advisors
Texas
$343K -$386K -618 -52%
HW
3357
Hedeker Wealth
Illinois
$343K +$25.6K +41 +8%
CIS
3358
Connors Investor Services
Pennsylvania
$342K – – –
AHC
3359
Adell Harriman & Carpenter
Texas
$342K – – –
O3W
3360
Omni 360 Wealth
New Jersey
$342K +$1.25K +2 +0.4%
PWM
3361
Peck Wealth Management
New York
$340K – – –
VFO
3362
Virtus Family Office
Texas
$339K – – –
NL
3363
NVWM LLC
Pennsylvania
$339K +$33.1K +53 +10%
PSB
3364
Piscataqua Savings Bank
New Hampshire
$339K +$3.75K +6 +1%
CCA
3365
Conservest Capital Advisors
Pennsylvania
$338K – – –
BCA
3366
Bay Capital Advisors
Virginia
$338K +$11.3K +18 +3%
CB
3367
CNB Bank
Pennsylvania
$338K +$56.3K +90 +19%
CC
3368
Cypress Capital
Tennessee
$337K +$1.25K +2 +0.4%
PAM
3369
Prodigy Asset Management
Nebraska
$337K – – –
V
3370
VeraBank
Texas
$337K – – –
AFG
3371
Arkansas Financial Group
Arkansas
$337K +$339K +542 New
SHIM
3372
Stone House Investment Management
Pennsylvania
$336K +$198K +317 +129%
VWWMG
3373
Vermillion & White Wealth Management Group
Pennsylvania
$335K +$16.9K +27 +5%
ATI
3374
ARK & TLK Investments
Oklahoma
$335K +$63.8K +102 +22%
RK
3375
Rather & Kittrell
Tennessee
$335K +$350K +560 New
133 134
135
136 137