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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3526
Archvest Wealth Advisors
California
$260K +$65K +104 +31%
SL
3527
Summitry LLC
California
$259K -$735K -1,175 -73%
CA
3528
Centennial Advisors
Texas
$259K +$6.25K +10 +2%
VIM
3529
VELA Investment Management
Ohio
$259K +$271K +433 New
BAM
3530
Bayshore Asset Management
Florida
$258K – – –
SIM
3531
Seaview Investment Managers
Florida
$258K +$35.6K +57 +15%
DAC
3532
Dutch Asset Corp
New York
$257K +$269K +430 New
AWG
3533
Altus Wealth Group
Colorado
$257K – – –
JRFS
3534
James Reed Financial Services
Ohio
$257K – – –
WCG
3535
Wall Capital Group
Arizona
$256K -$127K -203 -32%
GWS
3536
Greykasell Wealth Strategies
California
$255K -$3.13K -5 -1%
TH
3537
Team Hewins
California
$255K -$291K -465 -52%
BOC
3538
Bull Oak Capital
California
$255K – – –
KCIC
3539
Kuhn & Co Investment Counsel
Illinois
$255K +$1.25K +2 +0.5%
FWA
3540
FORM Wealth Advisors
Wisconsin
$255K – – –
NWA
3541
New World Advisors
Massachusetts
$255K – – –
PRAG
3542
Portfolio Resources Advisor Group
Florida
$254K – – –
RTL
3543
Red Tortoise LLC
Georgia
$253K +$625 +1 +0.2%
TCM
3544
Traub Capital Management
Massachusetts
$253K +$625 +1 +0.2%
BWM
3545
Bernicke Wealth Management
Wisconsin
$252K +$10.6K +17 +4%
WPA
3546
Wealth Preservation Advisors
Tennessee
$252K -$3.75K -6 -1%
LI
3547
LVZ Inc
Michigan
$252K +$3.13K +5 +1%
SCI
3548
S&CO Inc
Massachusetts
$252K – – –
RAM
3549
Riggs Asset Management
Pennsylvania
$250K +$625 +1 +0.2%
GWA
3550
Gratus Wealth Advisors
Virginia
$250K – – –
140 141
142
143 144