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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
3376
Matthew Hamilton Rosenberg
$417K – – –
KWM
3377
KFG Wealth Management
Indiana
$416K +$403K +605 New
TBC
3378
Ted Buchan & Co
California
$416K +$43.3K +65 +12%
LC
3379
Lincoln Capital
Nebraska
$414K +$8K +12 +2%
PPWM
3380
PFG Private Wealth Management
Florida
$414K -$320K -480 -44%
CCM
3381
Compass Capital Management
Minnesota
$413K +$401K +602 New
RCYC
3382
Richard C. Young & Co
Rhode Island
$413K +$1.33K +2 +0.3%
NJIM
3383
Nabity-Jensen Investment Management
Nebraska
$413K -$2K -3 -0.5%
RFA
3384
Reyes Financial Architecture
California
$413K -$412K -618 -51%
KI
3385
KTF Investments
California
$413K -$32.7K -49 -8%
CFS
3386
Commonwealth Financial Services
West Virginia
$413K +$32.7K +49 +9%
MWP
3387
MYCIO Wealth Partners
Pennsylvania
$412K +$1.33K +2 +0.3%
BMC
3388
Benin Management Corp
Connecticut
$412K – – –
FWMP
3389
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$412K +$400K +600 New
HP
3390
Hilltop Partners
Indiana
$408K +$155K +232 +64%
ACM
3391
Andina Capital Management
Utah
$407K -$44K -66 -10%
LFA
3392
Laraway Financial Advisors
Minnesota
$407K – – –
HWM
3393
HBE Wealth Management
Nebraska
$406K +$24.7K +37 +7%
AHC
3394
Adell Harriman & Carpenter
Texas
$406K +$12.7K +19 +3%
PWM
3395
Pines Wealth Management
North Carolina
$405K -$6.67K -10 -2%
FGA
3396
Fortis Group Advisors
New Jersey
$405K – – –
SSI
3397
Scott & Selber Inc
Texas
$405K – – –
EFG
3398
Ehrlich Financial Group
California
$405K +$60K +90 +18%
MHFA
3399
Mission Hills Financial Advisory
California
$404K +$124K +186 +46%
HPWM
3400
High Point Wealth Management
New Jersey
$404K +$4.67K +7 +1%
134 135
136
137 138