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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3476
Riverwater Partners
Wisconsin
$279K +$293K +468 New
SFA
3477
Salus Financial Advisors
Colorado
$279K +$5K +8 +2%
ORC
3478
O'Rourke & Company
Massachusetts
$279K -$20.6K -33 -7%
HIS
3479
Harvest Investment Services
Illinois
$278K -$63.8K -102 -18%
ZI
3480
ZEGA Investments
Florida
$278K +$67.5K +108 +30%
BWA
3481
BlueSky Wealth Advisors
North Carolina
$277K -$40K -64 -12%
AFS
3482
Anderson Financial Strategies
Ohio
$277K +$260K +416 New
PIC
3483
Platt Investment Counsel
Florida
$277K – – –
MCM
3484
Monarch Capital Management
Indiana
$275K -$56.3K -90 -16%
ANBT
3485
American National Bank & Trust
Texas
$275K -$18.8K -30 -6%
RA
3486
Riverstone Advisors
Texas
$275K – – –
TAWM
3487
Three Arch Wealth Management
California
$274K +$25K +40 +10%
RRA
3488
Red Reef Advisors
Florida
$274K -$625 -1 -0.2%
ASCM
3489
Adkins Seale Capital Management
Louisiana
$274K +$8.76K +14 +3%
CNTOF
3490
Canandaigua National Trust of Florida
New York
$274K -$113K -181 -28%
OWA
3491
OakTrust Wealth Advisors
Connecticut
$273K – – –
MSWM
3492
McGlone Suttner Wealth Management
Wisconsin
$272K +$285K +455 New
EWM
3493
Elite Wealth Management
Washington
$271K -$100K -160 -26%
PIN
3494
Prudent Investors Network
California
$271K -$286K -458 -50%
GBFP
3495
Golden Bell Financial Planning
Georgia
$271K -$13.8K -22 -5%
WCM
3496
Windsor Capital Management
Arizona
$271K -$2.5K -4 -0.9%
DWG
3497
Darden Wealth Group
Michigan
$270K -$453K -725 -62%
AIP
3498
ARS Investment Partners
New York
$269K +$282K +451 New
MKC
3499
M. Kraus & Co
Vermont
$269K – – –
RAG
3500
RIA Advisory Group
Iowa
$269K -$9.38K -15 -3%
138 139
140
141 142