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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
3551
Key Capital Management
Tennessee
$324K +$113K +169 +56%
HWA
3552
Hilltop Wealth Advisors
North Carolina
$323K – – –
YWM
3553
Yardley Wealth Management
Pennsylvania
$323K -$14K -21 -4%
SC
3554
Stolper & Co
Oklahoma
$322K -$20.4M -30,620 -98%
WA
3555
Whipplewood Advisors
Colorado
$321K -$3.33K -5 -1%
RP
3556
Riverwater Partners
Wisconsin
$321K -$667 -1 -0.2%
SFG
3557
Shum Financial Group
California
$320K +$311K +467 New
FBC
3558
Fairfield, Bush & Co
Connecticut
$320K -$3.33K -5 -1%
ASCM
3559
Adkins Seale Capital Management
Louisiana
$319K +$3.33K +5 +1%
CAM
3560
CPA Asset Management
Florida
$318K -$277K -415 -47%
FF
3561
Fluent Financial
Texas
$318K – – –
PIC
3562
Platt Investment Counsel
Florida
$318K – – –
SFA
3563
Salus Financial Advisors
Colorado
$316K -$5.33K -8 -2%
RA
3564
Riverstone Advisors
Texas
$316K – – –
EWM
3565
Elite Wealth Management
Washington
$316K +$4K +6 +1%
ISWM
3566
Independent Solutions Wealth Management
New York
$315K +$52.7K +79 +21%
PA
3567
PSI Advisors
Florida
$314K +$305K +458 New
OWA
3568
OakTrust Wealth Advisors
Connecticut
$314K +$667 +1 +0.2%
MAM
3569
Morse Asset Management
Connecticut
$314K -$53.3K -80 -15%
DWG
3570
Darden Wealth Group
Michigan
$314K +$3.33K +5 +1%
RA
3571
Rodgers & Associates
Pennsylvania
$313K -$24K -36 -7%
TWM
3572
TRB Wealth Management
Texas
$313K +$61.3K +92 +25%
WQ
3573
Wealth Quarterback
New Jersey
$312K +$303K +454 New
GBFP
3574
Golden Bell Financial Planning
Georgia
$311K – – –
PIN
3575
Prudent Investors Network
California
$311K – – –
141 142
143
144 145