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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3526
Birchcreek Wealth Management
Ohio
$263K – – –
SMWM
3527
Silvia McColl Wealth Management
California
$263K +$275K +440 New
FPW
3528
Flagship Private Wealth
Massachusetts
$263K +$14.4K +23 +6%
GMFG
3529
Greater Midwest Financial Group
Minnesota
$262K -$31.9K -51 -10%
PCI
3530
Planning Center Inc
Illinois
$262K – – –
ETS
3531
ESL Trust Services
New York
$262K – – –
SFS
3532
Sunrise Financial Services
Washington
$262K -$106K -169 -28%
DWM
3533
Dopkins Wealth Management
New York
$262K +$275K +439 New
MWM
3534
Maltin Wealth Management
New Jersey
$262K -$46.9K -75 -15%
BCA
3535
Bernzott Capital Advisors
California
$262K – – –
MWM
3536
Meritas Wealth Management
California
$261K -$19.4K -31 -7%
PIA
3537
Powell Investment Advisors
Florida
$261K +$11.9K +19 +5%
SAM
3538
Sawgrass Asset Management
Florida
$261K – – –
AWA
3539
Archvest Wealth Advisors
California
$260K +$65K +104 +31%
SL
3540
Summitry LLC
California
$259K -$735K -1,175 -73%
CA
3541
Centennial Advisors
Texas
$259K +$6.25K +10 +2%
VIM
3542
VELA Investment Management
Ohio
$259K +$271K +433 New
BAM
3543
Bayshore Asset Management
Florida
$258K – – –
SIM
3544
Seaview Investment Managers
Florida
$258K +$35.6K +57 +15%
DAC
3545
Dutch Asset Corp
New York
$257K +$269K +430 New
AWG
3546
Altus Wealth Group
Colorado
$257K – – –
JRFS
3547
James Reed Financial Services
Ohio
$257K – – –
WCG
3548
Wall Capital Group
Arizona
$256K -$127K -203 -32%
GWS
3549
Greykasell Wealth Strategies
California
$255K -$3.13K -5 -1%
TH
3550
Team Hewins
California
$255K -$291K -465 -52%
140 141
142
143 144