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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
3476
Emerald Investment Advisers
Pennsylvania
$362K – – –
SWP
3477
Semus Wealth Partners
Florida
$362K +$667 +1 +0.2%
RL
3478
Rogco LP
Oklahoma
$361K – – –
LCM
3479
Lunt Capital Management
Utah
$361K +$2.67K +4 +0.8%
HSWS
3480
Higgins & Schmidt Wealth Strategies
Colorado
$360K – – –
SAM
3481
SVRN Asset Management
Texas
$360K – – –
ACM
3482
Aurdan Capital Management
Pennsylvania
$360K – – –
PG
3483
Patten Group
Tennessee
$357K -$100K -150 -22%
MWP
3484
Moller Wealth Partners
$357K – – –
PI
3485
Parkside Investments
Illinois
$354K – – –
SOWAS
3486
Silver Oak Wealth Advisors Services
California
$354K -$53.3K -80 -13%
HW
3487
Hamilton Wealth
California
$354K +$343K +515 New
QPBE
3488
Quintet Private Bank (Europe)
Luxembourg
$354K +$343K +515 New
BWM
3489
Bullock Wealth Management
Indiana
$353K +$343K +515 New
WCMN
3490
Westchester Capital Management (Nebraska)
Nebraska
$353K -$19.3K -29 -5%
AW
3491
Atlas Wealth
Ohio
$353K +$343K +514 New
KL
3492
Keenan LLC
Massachusetts
$353K +$343K +514 New
BWA
3493
Boulder Wealth Advisors
Colorado
$352K – – –
HA
3494
Hofer & Associates
California
$352K – – –
TWM
3495
TopTier Wealth Management
Wisconsin
$352K – – –
GWP
3496
Gen-Wealth Partners
Michigan
$352K – – –
OFS
3497
Opus Financial Solutions
Illinois
$352K +$341K +512 New
TC
3498
Toews Corporation
New Jersey
$352K +$341K +512 New
VWM
3499
VCI Wealth Management
Missouri
$350K +$340K +510 New
EPG
3500
Estate Planners Group
Pennsylvania
$350K -$26.7K -40 -7%
138 139
140
141 142