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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3426
BOS Asset Management
Illinois
– -$222K -412 Closed
GIM
3427
Grassi Investment Management
California
– -$219K -407 Closed
SEM
3428
Strategic Equity Management
Arizona
– -$219K -407 Closed
IWA
3429
IVC Wealth Advisors
Pennsylvania
– -$218K -405 Closed
KAM
3430
KEB Asset Management
Illinois
– -$216K -401 Closed
GWM
3431
Gibbs Wealth Management
Georgia
– -$214K -398 Closed
SIC
3432
Shoker Investment Counsel
Ohio
– -$214K -397 Closed
AIC
3433
Allodium Investment Consultants
Minnesota
– -$213K -396 Closed
AWAP
3434
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$210K -390 Closed
W
3435
WPWealth
Texas
– -$207K -384 Closed
BWM
3436
BCO Wealth Management
New Mexico
– -$206K -383 Closed
WP
3437
Wealthspan Partners
Iowa
– -$206K -383 Closed
RWM
3438
Rockline Wealth Management
New York
– -$205K -381 Closed
HAIM
3439
Hunter Associates Investment Management
Pennsylvania
– -$205K -379 Closed
RA
3440
Rodgers & Associates
Pennsylvania
– -$204K -379 Closed
NIA
3441
NIA Impact Advisors
California
– -$204K -378 Closed
SWMP
3442
Signature Wealth Management Partners
New Jersey
– -$202K -374 Closed
NRW
3443
Nova R Wealth
Kansas
– -$200K -372 Closed
MCM
3444
Mainstream Capital Management
California
– -$184K -341 Closed
FWM
3445
FLP Wealth Management
Arkansas
– -$182K -337 Closed
MFG
3446
Menard Financial Group
Texas
– -$179K -333 Closed
PFT
3447
Providence First Trust
Arizona
– -$149K -276 Closed
AIP
3448
Alexis Investment Partners
Texas
– -$110K -204 Closed
UOTTAIMCU
3449
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$100K -186 Closed
EPW
3450
Endeavor Private Wealth
Kansas
– -$76.7K -142 Closed
135 136 137
138
139