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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
3401
E6 Portfolios
Utah
$322K +$319K +513 New
MSR
3402
Main Street Research
Connecticut
$322K -$338K -544 -51%
BWA
3403
Boulder Wealth Advisors
Colorado
$322K -$19.3K -31 -6%
HA
3404
Hofer & Associates
California
$322K – – –
CWM
3405
Concentrum Wealth Management
California
$322K +$319K +513 New
CF
3406
Clarity Financial
Texas
$321K +$621 +1 +0.2%
GSF
3407
Grove Street Fiduciary
New Hampshire
$320K +$621 +1 +0.2%
NG
3408
Norden Group
Utah
$320K +$621 +1 +0.2%
PWM
3409
Pacific Wealth Management
California
$320K – – –
AFS
3410
Access Financial Services
Minnesota
$319K +$42.9K +69 +16%
NPI
3411
New Perspectives Inc
Mississippi
$318K +$315K +507 New
M
3412
MOTCO
Texas
$318K -$75.2K -121 -19%
JLBC
3413
J.L. Bainbridge & Co
Florida
$318K +$314K +506 New
PWMG
3414
Pinnacle Wealth Management Group
Michigan
$317K – – –
HCA
3415
Heck Capital Advisors
Wisconsin
$317K -$245K -395 -44%
WKSWA
3416
White Knight Strategic Wealth Advisors
New Jersey
$316K -$3.11K -5 -1%
DWML
3417
Decker Wealth Management LLC
Tennessee
$316K +$313K +504 New
FC
3418
Fusion Capital
South Carolina
$316K +$18.6K +30 +6%
BIMC
3419
Benson Investment Management Company
Virginia
$315K +$46K +74 +17%
ORC
3420
O'Rourke & Company
Massachusetts
$314K +$15.5K +25 +5%
AWA
3421
ARQ Wealth Advisors
Arizona
$314K – – –
ECAM
3422
East Coast Asset Management
Massachusetts
$314K – – –
AIC
3423
Allodium Investment Consultants
Minnesota
$312K +$90.1K +145 +41%
JF
3424
Joule Financial
Kentucky
$312K -$5.59K -9 -2%
SHWA
3425
Safe Harbor Wealth Advisors
Ohio
$311K +$308K +496 New
135 136
137
138 139