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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3651
Capital Planning
Washington
$215K +$225K +360 New
IC
3652
Innealta Capital
Texas
$215K +$225K +360 New
PC
3653
PCB Capital
New Jersey
$212K +$223K +356 New
CFGF
3654
Compass Financial Group (Florida)
Florida
$212K – – –
SPW
3655
Sonoma Private Wealth
California
$212K – – –
PL
3656
Protective Life
Alabama
$212K +$221K +354 New
SMCM
3657
Sky-Mountain Capital Management
Idaho
$211K -$1.25K -2 -0.6%
WAP
3658
Wealth Analytics Partners
California
$210K +$625 +1 +0.3%
RPA
3659
Rock Point Advisors
Vermont
$210K +$220K +352 New
BWG
3660
Boomfish Wealth Group
Georgia
$210K – – –
MWML
3661
M Wealth Management LLC
California
$209K – – –
POIA
3662
Pin Oak Investment Advisors
Texas
$209K +$18.8K +30 +9%
RBFC
3663
Roman Butler Fullerton & Co
Missouri
$209K +$210K +336 New
CC
3664
Cadinha & Co
Hawaii
$209K -$6.25K -10 -3%
GL
3665
Gerber LLC
Ohio
$208K +$625 +1 +0.3%
SCFS
3666
Stewardship Concepts Financial Services
Washington
$207K – – –
DFG
3667
Dynamic Financial Group
Iowa
$207K +$8.13K +13 +4%
HFAS
3668
Hummer Financial Advisory Services
Illinois
$206K -$60K -96 -22%
GSAM
3669
Grant Street Asset Management
Pennsylvania
$206K +$6.88K +11 +3%
IPW
3670
Intergy Private Wealth
Colorado
$206K +$5.63K +9 +3%
AB
3671
Atlas Brown
Kentucky
$206K – – –
BCV
3672
Banque Cantonale Vaudoise
Switzerland
$205K – – –
PWM
3673
Provident Wealth Management
Tennessee
$205K – – –
AMM
3674
American Money Management
California
$205K +$625 +1 +0.3%
AIM
3675
Archer Investment Management
Texas
$204K -$1.25K -2 -0.6%
145 146
147
148 149