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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
3601
Verisail Partners
Georgia
$236K +$247K +395 New
CL
3602
COWA LLC
Oklahoma
$235K – – –
SAM
3603
Satovsky Asset Management
New York
$235K +$625 +1 +0.3%
LOPW
3604
Live Oak Private Wealth
North Carolina
$234K +$20.6K +33 +9%
NED
3605
Nancy E. Dempze
$233K -$41.9K -67 -15%
PFGWM
3606
Price Financial Group Wealth Management
Oregon
$233K +$625 +1 +0.3%
RCM
3607
RMR Capital Management
California
$232K -$5.63K -9 -2%
FMB
3608
Field & Main Bank
Kentucky
$231K +$40.7K +65 +20%
DAS
3609
Diversify Advisory Services
Utah
$231K -$46M -73,564 -100%
CFG
3610
Carr Financial Group
Massachusetts
$231K +$3.75K +6 +2%
OIA
3611
Oakmont Investment Advisors
Pennsylvania
$231K +$8.13K +13 +3%
BWS
3612
Buck Wealth Strategies
Colorado
$230K +$3.13K +5 +1%
EWM
3613
Endowment Wealth Management
Wisconsin
$230K +$1.88K +3 +0.8%
SGWP
3614
Sun Group Wealth Partners
California
$229K -$13.8K -22 -5%
SWMP
3615
Signature Wealth Management Partners
New Jersey
$228K +$625 +1 +0.3%
BC
3616
Barnett & Company
Tennessee
$228K +$239K +382 New
TSS
3617
Taylor Securities Services
Pennsylvania
$228K +$239K +382 New
PAG
3618
Poinciana Advisors Group
Florida
$228K – – –
GSF
3619
Grove Street Fiduciary
New Hampshire
$228K -$80.7K -129 -25%
JRSI
3620
Jeter Robert S II
$228K +$210K +336 New
PSP
3621
Pacific Sage Partners
Washington
$228K +$3.13K +5 +1%
GTWM
3622
Global Trust Wealth Management
Florida
$228K +$25.6K +41 +12%
CSW
3623
Cogent Strategic Wealth
Illinois
$227K – – –
SB
3624
Simmons Bank
Arkansas
$227K +$30K +48 +14%
SEEDPG
3625
S.E.E.D. Planning Group
New York
$226K +$237K +379 New
143 144
145
146 147