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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3601
Seaview Investment Managers
Florida
$235K -$29.8K -48 -11%
VAS
3602
Valicenti Advisory Services
New York
$235K +$232K +374 New
BFG
3603
Baron Financial Group
New Jersey
$235K +$233K +375 New
OC
3604
Opinicus Capital
Florida
$235K +$1.86K +3 +0.8%
OIA
3605
Oakmont Investment Advisors
Pennsylvania
$234K +$232K +373 New
RSVP
3606
Ramsay Stattman Vela & Price
Colorado
$233K +$621 +1 +0.3%
IWA
3607
Independent Wealth Advisors
North Carolina
$232K +$231K +371 New
AF
3608
Aldebaran Financial
$232K – – –
AAM
3609
Aureus Asset Management
Massachusetts
$232K +$4.97K +8 +2%
IWM
3610
Inlight Wealth Management
Georgia
$232K +$37.3K +60 +19%
RC
3611
Randolph Company
Ohio
$231K – – –
CWM
3612
CarsonAllaria Wealth Management
Illinois
$230K +$228K +367 New
BWM
3613
Briggs Wealth Management
Connecticut
$230K +$228K +367 New
MS
3614
Monetary Solutions
Ohio
$230K +$227K +366 New
ABTD
3615
Arvest Bank Trust Division
Oklahoma
$230K – – –
BT
3616
Banque Transatlantique
France
$229K – – –
WJS
3617
William John Sempolinski
Massachusetts
$229K +$227K +365 New
MI
3618
Moneywise Inc
Virginia
$229K – – –
DFA
3619
Delta Financial Advisors
Louisiana
$229K -$70.8K -114 -24%
KC
3620
Knuff & Co
California
$228K – – –
FC
3621
FCA Corp
Texas
$227K +$1.24K +2 +0.6%
AIA
3622
Alternative Investment Advisors
Florida
$227K +$224K +361 New
USB
3623
Union Savings Bank
Connecticut
$227K +$225K +362 New
SMCM
3624
Sky-Mountain Capital Management
Idaho
$226K +$621 +1 +0.3%
MCM
3625
Marathon Capital Management
Maryland
$226K -$3.11K -5 -1%
143 144
145
146 147