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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3476
WMG Financial Advisors
Tennessee
$286K -$21.9K -35 -7%
TLA
3477
Tanglewood Legacy Advisors
Texas
$286K – – –
WIM
3478
Waycross Investment Management
Washington
$284K -$3.13K -5 -1%
S
3479
Sachetta
Massachusetts
$283K +$123K +196 +71%
CA
3480
Centerpoint Advisors
Massachusetts
$283K – – –
SEM
3481
Strategic Equity Management
Arizona
$283K – – –
GWWM
3482
Great Waters Wealth Management
Minnesota
$283K +$8.13K +13 +3%
WA
3483
Whipplewood Advisors
Colorado
$283K +$6.88K +11 +2%
HWA
3484
Hilltop Wealth Advisors
North Carolina
$281K -$3.75K -6 -1%
FBC
3485
Fairfield, Bush & Co
Connecticut
$281K -$6.25K -10 -2%
MFS
3486
McNamara Financial Services
Massachusetts
$281K -$6.25K -10 -2%
BFC
3487
Blue Fin Capital
Rhode Island
$281K -$2.5K -4 -0.8%
SA
3488
Sacks & Associates
New Jersey
$281K +$17.5K +28 +6%
LFP
3489
Leeward Financial Partners
Washington
$279K +$1.25K +2 +0.4%
RP
3490
Riverwater Partners
Wisconsin
$279K +$293K +468 New
SFA
3491
Salus Financial Advisors
Colorado
$279K +$5K +8 +2%
ORC
3492
O'Rourke & Company
Massachusetts
$279K -$20.6K -33 -7%
HIS
3493
Harvest Investment Services
Illinois
$278K -$63.8K -102 -18%
ZI
3494
ZEGA Investments
Florida
$278K +$67.5K +108 +30%
BWA
3495
BlueSky Wealth Advisors
North Carolina
$277K -$40K -64 -12%
AFS
3496
Anderson Financial Strategies
Ohio
$277K +$260K +416 New
PIC
3497
Platt Investment Counsel
Florida
$277K – – –
MCM
3498
Monarch Capital Management
Indiana
$275K -$56.3K -90 -16%
ANBT
3499
American National Bank & Trust
Texas
$275K -$18.8K -30 -6%
RA
3500
Riverstone Advisors
Texas
$275K – – –
138 139
140
141 142