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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAP
3576
One Advisory Partners
Kansas
$243K – – –
PMIM
3577
Prudent Man Investment Management
Colorado
$242K -$122K -196 -34%
PF
3578
PlanWiser Financial
Colorado
$242K – – –
CSW
3579
Cogent Strategic Wealth
Illinois
$241K +$236K +380 New
PWS
3580
Proactive Wealth Strategies
Georgia
$240K +$21.8K +35 +10%
PAG
3581
Poinciana Advisors Group
Florida
$239K -$17.4K -28 -7%
SWMP
3582
Signature Wealth Management Partners
New Jersey
$239K – – –
EWM
3583
Endowment Wealth Management
Wisconsin
$239K +$237K +381 New
JAWA
3584
John A. Wolfe & Associates
Michigan
$239K +$237K +381 New
CFG
3585
Carr Financial Group
Massachusetts
$238K +$1.86K +3 +0.8%
BWS
3586
Buck Wealth Strategies
Colorado
$238K +$21.8K +35 +10%
RWM
3587
Rockline Wealth Management
New York
$236K +$3.73K +6 +2%
PFWA
3588
Paces Ferry Wealth Advisors
Georgia
$236K – – –
CCP
3589
Cane Capital Partners
Louisiana
$236K +$234K +376 New
PSP
3590
Pacific Sage Partners
Washington
$236K +$234K +376 New
NAMNJ
3591
NorthStar Asset Management (New Jersey)
New Jersey
$235K +$233K +375 New
SIM
3592
Seaview Investment Managers
Florida
$235K -$29.8K -48 -11%
VAS
3593
Valicenti Advisory Services
New York
$235K +$232K +374 New
BFG
3594
Baron Financial Group
New Jersey
$235K +$233K +375 New
OC
3595
Opinicus Capital
Florida
$235K +$1.86K +3 +0.8%
OIA
3596
Oakmont Investment Advisors
Pennsylvania
$234K +$232K +373 New
RSVP
3597
Ramsay Stattman Vela & Price
Colorado
$233K +$621 +1 +0.3%
IWA
3598
Independent Wealth Advisors
North Carolina
$232K +$231K +371 New
AF
3599
Aldebaran Financial
$232K – – –
AAM
3600
Aureus Asset Management
Massachusetts
$232K +$4.97K +8 +2%
142 143
144
145 146