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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAWM
3501
Three Arch Wealth Management
California
$274K +$25K +40 +10%
RRA
3502
Red Reef Advisors
Florida
$274K -$625 -1 -0.2%
ASCM
3503
Adkins Seale Capital Management
Louisiana
$274K +$8.76K +14 +3%
CNTOF
3504
Canandaigua National Trust of Florida
New York
$274K -$113K -181 -28%
OWA
3505
OakTrust Wealth Advisors
Connecticut
$273K – – –
MSWM
3506
McGlone Suttner Wealth Management
Wisconsin
$272K +$285K +455 New
EWM
3507
Elite Wealth Management
Washington
$271K -$100K -160 -26%
PIN
3508
Prudent Investors Network
California
$271K -$286K -458 -50%
GBFP
3509
Golden Bell Financial Planning
Georgia
$271K -$13.8K -22 -5%
WCM
3510
Windsor Capital Management
Arizona
$271K -$2.5K -4 -0.9%
DWG
3511
Darden Wealth Group
Michigan
$270K -$453K -725 -62%
AIP
3512
ARS Investment Partners
New York
$269K +$282K +451 New
MKC
3513
M. Kraus & Co
Vermont
$269K – – –
RAG
3514
RIA Advisory Group
Iowa
$269K -$9.38K -15 -3%
TC
3515
Tenret Company
Florida
$268K – – –
EPIMS
3516
Evelyn Partners Investment Management Services
$268K – – –
RAM
3517
Ramirez Asset Management
New York
$268K – – –
JLBC
3518
J.L. Bainbridge & Co
Florida
$268K -$36.3K -58 -11%
RIA
3519
Retirement Investment Advisors
Oklahoma
$266K +$271K +434 New
TWP
3520
Tempus Wealth Planning
California
$266K +$18.1K +29 +7%
OWA
3521
Outlook Wealth Advisors
Texas
$265K – – –
AA
3522
Aire Advisors
California
$265K +$19.4K +31 +8%
AWM
3523
Affinity Wealth Management
Delaware
$265K – – –
CWAI
3524
Core Wealth Advisors (Indiana)
Indiana
$265K +$625 +1 +0.2%
SFG
3525
SevenBridge Financial Group
Pennsylvania
$264K – – –
139 140
141
142 143