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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3451
Centerpoint Advisors
Massachusetts
$297K – – –
SEM
3452
Strategic Equity Management
Arizona
$297K – – –
BFC
3453
Blue Fin Capital
Rhode Island
$297K +$1.24K +2 +0.4%
LBWM
3454
Left Brain Wealth Management
Illinois
$296K +$293K +472 New
BMWM
3455
Brown Miller Wealth Management
Virginia
$295K +$41.6K +67 +17%
DP
3456
Divergent Planning
Maryland
$295K – – –
AWM
3457
Avaii Wealth Management
Wisconsin
$294K +$57.8K +93 +25%
WA
3458
Waterford Advisors
New York
$294K +$6.21K +10 +2%
SC
3459
Stolper & Co
Oklahoma
$294K -$4.35K -7 -1%
MWM
3460
Meritas Wealth Management
California
$293K +$1.24K +2 +0.4%
CFS
3461
Commonwealth Financial Services
West Virginia
$292K +$15.5K +25 +6%
LFP
3462
Leeward Financial Partners
Washington
$292K +$19.9K +32 +7%
ATWA
3463
Arbor Trust Wealth Advisors
Michigan
$292K -$70.8K -114 -20%
CAAM
3464
Cornerstone Advisors Asset Management
Pennsylvania
$291K -$2.49K -4 -0.9%
HFA
3465
Highland Financial Advisors
New Jersey
$291K – – –
JTWM
3466
Jackson Thornton Wealth Management
Alabama
$291K +$284K +457 New
RAG
3467
RIA Advisory Group
Iowa
$291K +$1.86K +3 +0.7%
FF
3468
Fluent Financial
Texas
$290K – – –
PIC
3469
Platt Investment Counsel
Florida
$290K – – –
EFG
3470
Ehrlich Financial Group
California
$290K -$65.3K -105 -18%
WA
3471
Whipplewood Advisors
Colorado
$290K -$2.49K -4 -0.9%
GWWM
3472
Great Waters Wealth Management
Minnesota
$289K +$31.1K +50 +12%
RA
3473
Riverstone Advisors
Texas
$288K – – –
SFA
3474
Salus Financial Advisors
Colorado
$288K +$40.4K +65 +16%
RRA
3475
Red Reef Advisors
Florida
$288K +$286K +460 New
137 138
139
140 141