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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
3626
Independent Solutions Wealth Management
New York
$226K +$237K +379 New
MF
3627
Montis Financial
Massachusetts
$226K -$40K -64 -14%
WA
3628
Waterford Advisors
New York
$225K -$51.3K -82 -17%
BFWM
3629
Bright Futures Wealth Management
New York
$225K +$28.8K +46 +14%
TF
3630
Tenzing Financial
Virginia
$225K +$12.5K +20 +6%
IWM
3631
Inlight Wealth Management
Georgia
$224K +$3.13K +5 +1%
VAS
3632
Valicenti Advisory Services
New York
$223K – – –
B
3633
Bellecapital
Switzerland
$222K +$233K +372 New
LAM
3634
L2 Asset Management
Massachusetts
$222K +$233K +372 New
NF
3635
Napier Financial
Massachusetts
$221K +$231K +370 New
AFG
3636
Altiora Financial Group
Ohio
$220K +$231K +369 New
WAS
3637
WESPAC Advisors SoCal
California
$220K -$245K -391 -52%
RC
3638
Randolph Company
Ohio
$220K – – –
BWM
3639
Briggs Wealth Management
Connecticut
$219K – – –
ABTD
3640
Arvest Bank Trust Division
Oklahoma
$219K – – –
MAM
3641
Mainsail Asset Management
Alabama
$219K -$71.9K -115 -24%
OAP
3642
One Advisory Partners
Kansas
$218K -$13.8K -22 -6%
BT
3643
Banque Transatlantique
France
$218K – – –
TWM
3644
TRB Wealth Management
Texas
$217K +$228K +364 New
APA
3645
Astoria Portfolio Advisors
New York
$216K +$206K +329 New
MAV
3646
Mason & Associates (Virginia)
Virginia
$216K +$12.5K +20 +6%
USB
3647
Union Savings Bank
Connecticut
$216K – – –
HHWM
3648
Hiley Hunt Wealth Management
Nebraska
$216K +$1.25K +2 +0.6%
HP
3649
Hilltop Partners
Indiana
$216K +$2.5K +4 +1%
PC
3650
Purewater Capital
Texas
$216K +$226K +361 New
144 145
146
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