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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3426
Gibbs Wealth Management
Georgia
$311K +$325K +520 New
LFS
3427
Littlejohn Financial Services
Oregon
$311K – – –
MWP
3428
Moller Wealth Partners
$311K – – –
PI
3429
Parkside Investments
Illinois
$308K – – –
IWA
3430
Independent Wealth Advisors
North Carolina
$307K +$89.4K +143 +39%
TWM
3431
TopTier Wealth Management
Wisconsin
$307K -$125K -200 -28%
CWA
3432
Carolina Wealth Advisors
South Carolina
$307K -$625 -1 -0.2%
BWA
3433
Boulder Wealth Advisors
Colorado
$307K – – –
HA
3434
Hofer & Associates
California
$307K – – –
GWP
3435
Gen-Wealth Partners
Michigan
$306K -$46.3K -74 -13%
JESC
3436
J.E. Simmons & Co
Texas
$306K -$5K -8 -2%
HCWM
3437
Hidden Cove Wealth Management
Washington
$305K -$11.3K -18 -3%
NPI
3438
New Perspectives Inc
Mississippi
$304K +$1.25K +2 +0.4%
MAWAG
3439
Mid-American Wealth Advisory Group
Missouri
$303K – – –
AFS
3440
Access Financial Services
Minnesota
$303K -$1.25K -2 -0.4%
HCA
3441
Heck Capital Advisors
Wisconsin
$303K +$1.25K +2 +0.4%
PWMG
3442
Pinnacle Wealth Management Group
Michigan
$302K – – –
WWM
3443
Westwood Wealth Management
California
$302K +$316K +506 New
TWA
3444
Tulsa Wealth Advisors
Oklahoma
$302K +$316K +505 New
WAL
3445
W Advisors LLC
Tennessee
$302K -$15K -24 -5%
LGA
3446
Lebenthal Global Advisors
New York
$301K -$20K -32 -6%
AFA
3447
American Financial Advisors
Georgia
$301K +$12.5K +20 +4%
WJS
3448
William John Sempolinski
Massachusetts
$300K +$86.3K +138 +38%
CAAM
3449
Cornerstone Advisors Asset Management
Pennsylvania
$300K +$23.8K +38 +8%
RFN
3450
RDA Financial Network
Iowa
$300K -$34.4K -55 -10%
136 137
138
139 140