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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
3401
Seneca House Advisors
Virginia
$314K -$3.75K -6 -1%
SWP
3402
Semus Wealth Partners
Florida
$314K +$1.25K +2 +0.4%
EP
3403
E6 Portfolios
Utah
$314K +$7.5K +12 +2%
RL
3404
Rogco LP
Oklahoma
$314K – – –
KOCAA
3405
Knights of Columbus Asset Advisors
Connecticut
$313K -$21.3K -34 -6%
HSWS
3406
Higgins & Schmidt Wealth Strategies
Colorado
$313K -$16.3K -26 -5%
SAM
3407
SVRN Asset Management
Texas
$313K -$3.13K -5 -0.9%
ACM
3408
Aurdan Capital Management
Pennsylvania
$313K -$30K -48 -8%
UWPG
3409
Ullmann Wealth Partners Group
Florida
$313K -$325K -519 -50%
TWM
3410
Timmons Wealth Management
Massachusetts
$312K +$29.4K +47 +10%
LCM
3411
Lunt Capital Management
Utah
$311K -$42.5K -68 -12%
HCA
3412
Harpswell Capital Advisors
Maine
$311K -$5.63K -9 -2%
BIMC
3413
Benson Investment Management Company
Virginia
$311K +$11.9K +19 +4%
GWM
3414
Gibbs Wealth Management
Georgia
$311K +$325K +520 New
LFS
3415
Littlejohn Financial Services
Oregon
$311K – – –
MWP
3416
Moller Wealth Partners
$311K – – –
PI
3417
Parkside Investments
Illinois
$308K – – –
IWA
3418
Independent Wealth Advisors
North Carolina
$307K +$89.4K +143 +39%
TWM
3419
TopTier Wealth Management
Wisconsin
$307K -$125K -200 -28%
CWA
3420
Carolina Wealth Advisors
South Carolina
$307K -$625 -1 -0.2%
BWA
3421
Boulder Wealth Advisors
Colorado
$307K – – –
HA
3422
Hofer & Associates
California
$307K – – –
GWP
3423
Gen-Wealth Partners
Michigan
$306K -$46.3K -74 -13%
JESC
3424
J.E. Simmons & Co
Texas
$306K -$5K -8 -2%
HCWM
3425
Hidden Cove Wealth Management
Washington
$305K -$11.3K -18 -3%
135 136
137
138 139