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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3601
Inlight Wealth Management
Georgia
$232K +$37.3K +60 +19%
RC
3602
Randolph Company
Ohio
$231K – – –
CWM
3603
CarsonAllaria Wealth Management
Illinois
$230K +$228K +367 New
BWM
3604
Briggs Wealth Management
Connecticut
$230K +$228K +367 New
MS
3605
Monetary Solutions
Ohio
$230K +$227K +366 New
ABTD
3606
Arvest Bank Trust Division
Oklahoma
$230K – – –
BT
3607
Banque Transatlantique
France
$229K – – –
MI
3608
Moneywise Inc
Virginia
$229K – – –
DFA
3609
Delta Financial Advisors
Louisiana
$229K -$70.8K -114 -24%
KC
3610
Knuff & Co
California
$228K – – –
FC
3611
FCA Corp
Texas
$227K +$1.24K +2 +0.6%
AIA
3612
Alternative Investment Advisors
Florida
$227K +$224K +361 New
USB
3613
Union Savings Bank
Connecticut
$227K +$225K +362 New
SMCM
3614
Sky-Mountain Capital Management
Idaho
$226K +$621 +1 +0.3%
MCM
3615
Marathon Capital Management
Maryland
$226K -$3.11K -5 -1%
TPW
3616
Transatlantique Private Wealth
New York
$226K – – –
GPW
3617
Gray Private Wealth
Massachusetts
$226K +$224K +360 New
EA
3618
Everpar Advisors
Oklahoma
$226K +$4.97K +8 +2%
HHWM
3619
Hiley Hunt Wealth Management
Nebraska
$225K – – –
CC
3620
Cadinha & Co
Hawaii
$225K +$223K +359 New
CWM
3621
Copia Wealth Management
Oregon
$225K +$1.24K +2 +0.6%
CIS
3622
Continental Investors Services
Washington
$225K -$621 -1 -0.3%
HP
3623
Hilltop Partners
Indiana
$225K +$222K +358 New
LOPW
3624
Live Oak Private Wealth
North Carolina
$225K – – –
ZI
3625
ZEGA Investments
Florida
$224K -$1.24K -2 -0.6%
143 144
145
146 147