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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3576
Windsor Capital Management
Arizona
$311K – – –
AIP
3577
ARS Investment Partners
New York
$310K – – –
DAC
3578
Dutch Asset Corp
New York
$309K +$12.7K +19 +4%
RAM
3579
Ramirez Asset Management
New York
$308K – – –
E
3580
EntreWealth
Texas
$307K +$290K +435 New
SMWM
3581
Silvia McColl Wealth Management
California
$307K +$4.67K +7 +2%
VIM
3582
VELA Investment Management
Ohio
$307K +$8.67K +13 +3%
HIS
3583
Harvest Investment Services
Illinois
$306K -$12.7K -19 -4%
RIA
3584
Retirement Investment Advisors
Oklahoma
$305K +$6.67K +10 +2%
TWP
3585
Tempus Wealth Planning
California
$305K – – –
CWAI
3586
Core Wealth Advisors (Indiana)
Indiana
$305K +$667 +1 +0.2%
MWM
3587
Maltin Wealth Management
New Jersey
$305K +$3.33K +5 +1%
FPW
3588
Flagship Private Wealth
Massachusetts
$303K +$667 +1 +0.2%
BAM
3589
Bayshore Asset Management
Florida
$302K +$4.67K +7 +2%
GMFG
3590
Greater Midwest Financial Group
Minnesota
$302K – – –
SFS
3591
Sunrise Financial Services
Washington
$302K – – –
EWA
3592
Encompass Wealth Advisors
Oregon
$301K +$293K +439 New
MWM
3593
Meritas Wealth Management
California
$301K +$667 +1 +0.2%
WP
3594
WealthPLAN Partners
Nebraska
$301K +$16.7K +25 +6%
RK
3595
Rather & Kittrell
Tennessee
$300K -$82K -123 -22%
SAM
3596
Sawgrass Asset Management
Florida
$300K – – –
HCWM
3597
Hidden Cove Wealth Management
Washington
$299K -$50K -75 -15%
HFA
3598
Hippocratic Financial Advisors
California
$298K +$289K +434 New
CIG
3599
Cascade Investment Group
Colorado
$297K +$289K +433 New
ONST
3600
Old North State Trust
North Carolina
$297K +$289K +433 New
142 143
144
145 146