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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
3476
Platt Investment Counsel
Florida
$290K – – –
EFG
3477
Ehrlich Financial Group
California
$290K -$65.3K -105 -18%
WA
3478
Whipplewood Advisors
Colorado
$290K -$2.49K -4 -0.9%
GWWM
3479
Great Waters Wealth Management
Minnesota
$289K +$31.1K +50 +12%
RA
3480
Riverstone Advisors
Texas
$288K – – –
SFA
3481
Salus Financial Advisors
Colorado
$288K +$40.4K +65 +16%
RRA
3482
Red Reef Advisors
Florida
$288K +$286K +460 New
RMCM
3483
Reynders McVeigh Capital Management
Massachusetts
$288K +$67.1K +108 +31%
ATI
3484
ARK & TLK Investments
Oklahoma
$288K – – –
OWA
3485
OakTrust Wealth Advisors
Connecticut
$287K +$284K +457 New
WCM
3486
Windsor Capital Management
Arizona
$287K -$55.9K -90 -16%
NED
3487
Nancy E. Dempze
$287K +$284K +457 New
NIA
3488
NIA Impact Advisors
California
$285K +$4.97K +8 +2%
AA
3489
Ahara Advisors
New Jersey
$285K +$282K +454 New
CAM
3490
Chesapeake Asset Management
New York
$285K +$146K +235 +107%
AWA
3491
Ark Wealth Advisors
California
$285K +$282K +454 New
AWA
3492
Asempa Wealth Advisors
Louisiana
$285K +$282K +454 New
PS
3493
Portfolio Strategies
New York
$284K +$62.8K +101 +29%
BWA
3494
Basecamp Wealth Advisors
Washington
$283K +$280K +451 New
MKC
3495
M. Kraus & Co
Vermont
$282K – – –
TC
3496
Tenret Company
Florida
$282K – – –
GJWM
3497
Gilliland Jeter Wealth Management
Arkansas
$282K +$19.3K +31 +7%
RAM
3498
Ramirez Asset Management
New York
$281K – – –
EPIMS
3499
Evelyn Partners Investment Management Services
$281K +$2.49K +4 +0.9%
LWMT
3500
Legacy Wealth Management (Tennessee)
Tennessee
$280K +$278K +447 New
138 139
140
141 142