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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GTWM
3651
Global Trust Wealth Management
Florida
$213K +$211K +340 New
KWM
3652
KW Wealth Management
California
$213K +$4.97K +8 +2%
BMC
3653
Beaton Management Company
Massachusetts
$213K – – –
SFP
3654
Sterling Financial Planning
New Jersey
$213K +$211K +339 New
TFG
3655
Tilson Financial Group
New Jersey
$212K +$211K +339 New
BWG
3656
Berry Wealth Group
Texas
$211K -$285K -458 -58%
HHAA
3657
Henry H. Armstrong Associates
Pennsylvania
$211K – – –
MWM
3658
Mindset Wealth Management
Indiana
$211K – – –
TF
3659
Tenzing Financial
Virginia
$211K +$209K +336 New
MWM
3660
McCartney Wealth Management
Missouri
$210K +$208K +335 New
IPW
3661
Intergy Private Wealth
Colorado
$210K +$208K +335 New
SOAMC
3662
Spirit of America Management Corp
New York
$210K -$179K -288 -47%
GSAM
3663
Grant Street Asset Management
Pennsylvania
$209K -$11.8K -19 -5%
DI
3664
Disciplined Investments
Oklahoma
$209K +$1.24K +2 +0.6%
DFG
3665
Dynamic Financial Group
Iowa
$209K -$136K -219 -40%
NIA
3666
NBZ Investment Advisors
Tennessee
$209K – – –
SB
3667
Simmons Bank
Arkansas
$208K – – –
SOAG
3668
Silver Oak Advisory Group
Oregon
$208K -$50.3K -81 -20%
AWA
3669
Archvest Wealth Advisors
California
$208K +$206K +331 New
TIA
3670
Tiemann Investment Advisors
California
$208K – – –
IA
3671
IAM Advisory
Pennsylvania
$208K +$206K +331 New
BFWM
3672
Bright Futures Wealth Management
New York
$207K +$205K +330 New
WAAG
3673
Wealth Alliance Advisory Group
Kansas
$207K +$205K +330 New
RFN
3674
Redwood Financial Network
Ohio
$206K -$30.5K -49 -13%
WAM
3675
WealthTrust Asset Management
Florida
$206K -$4.97K -8 -2%
145 146
147
148 149