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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3651
Randolph Company
Ohio
$220K – – –
BWM
3652
Briggs Wealth Management
Connecticut
$219K – – –
ABTD
3653
Arvest Bank Trust Division
Oklahoma
$219K – – –
MAM
3654
Mainsail Asset Management
Alabama
$219K -$71.9K -115 -24%
OAP
3655
One Advisory Partners
Kansas
$218K -$13.8K -22 -6%
BT
3656
Banque Transatlantique
France
$218K – – –
TWM
3657
TRB Wealth Management
Texas
$217K +$228K +364 New
APA
3658
Astoria Portfolio Advisors
New York
$216K +$206K +329 New
MAV
3659
Mason & Associates (Virginia)
Virginia
$216K +$12.5K +20 +6%
USB
3660
Union Savings Bank
Connecticut
$216K – – –
HHWM
3661
Hiley Hunt Wealth Management
Nebraska
$216K +$1.25K +2 +0.6%
HP
3662
Hilltop Partners
Indiana
$216K +$2.5K +4 +1%
PC
3663
Purewater Capital
Texas
$216K +$226K +361 New
CP
3664
Capital Planning
Washington
$215K +$225K +360 New
IC
3665
Innealta Capital
Texas
$215K +$225K +360 New
PC
3666
PCB Capital
New Jersey
$212K +$223K +356 New
CFGF
3667
Compass Financial Group (Florida)
Florida
$212K – – –
SPW
3668
Sonoma Private Wealth
California
$212K – – –
PL
3669
Protective Life
Alabama
$212K +$221K +354 New
SMCM
3670
Sky-Mountain Capital Management
Idaho
$211K -$1.25K -2 -0.6%
WAP
3671
Wealth Analytics Partners
California
$210K +$625 +1 +0.3%
RPA
3672
Rock Point Advisors
Vermont
$210K +$220K +352 New
BWG
3673
Boomfish Wealth Group
Georgia
$210K – – –
MWML
3674
M Wealth Management LLC
California
$209K – – –
POIA
3675
Pin Oak Investment Advisors
Texas
$209K +$18.8K +30 +9%
145 146
147
148 149