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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
3601
Wealth Quarterback
New Jersey
$312K +$303K +454 New
GBFP
3602
Golden Bell Financial Planning
Georgia
$311K – – –
PIN
3603
Prudent Investors Network
California
$311K – – –
WCM
3604
Windsor Capital Management
Arizona
$311K – – –
AIP
3605
ARS Investment Partners
New York
$310K – – –
DAC
3606
Dutch Asset Corp
New York
$309K +$12.7K +19 +4%
RAM
3607
Ramirez Asset Management
New York
$308K – – –
E
3608
EntreWealth
Texas
$307K +$290K +435 New
SMWM
3609
Silvia McColl Wealth Management
California
$307K +$4.67K +7 +2%
VIM
3610
VELA Investment Management
Ohio
$307K +$8.67K +13 +3%
HIS
3611
Harvest Investment Services
Illinois
$306K -$12.7K -19 -4%
RIA
3612
Retirement Investment Advisors
Oklahoma
$305K +$6.67K +10 +2%
TWP
3613
Tempus Wealth Planning
California
$305K – – –
CWAI
3614
Core Wealth Advisors (Indiana)
Indiana
$305K +$667 +1 +0.2%
MWM
3615
Maltin Wealth Management
New Jersey
$305K +$3.33K +5 +1%
FPW
3616
Flagship Private Wealth
Massachusetts
$303K +$667 +1 +0.2%
BAM
3617
Bayshore Asset Management
Florida
$302K +$4.67K +7 +2%
GMFG
3618
Greater Midwest Financial Group
Minnesota
$302K – – –
SFS
3619
Sunrise Financial Services
Washington
$302K – – –
EWA
3620
Encompass Wealth Advisors
Oregon
$301K +$293K +439 New
MWM
3621
Meritas Wealth Management
California
$301K +$667 +1 +0.2%
WP
3622
WealthPLAN Partners
Nebraska
$301K +$16.7K +25 +6%
RK
3623
Rather & Kittrell
Tennessee
$300K -$82K -123 -22%
SAM
3624
Sawgrass Asset Management
Florida
$300K – – –
HCWM
3625
Hidden Cove Wealth Management
Washington
$299K -$50K -75 -15%
143 144
145
146 147