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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
3676
Howard Bailey Securities
Indiana
$266K -$7.33K -11 -3%
NF
3677
Napier Financial
Massachusetts
$266K +$11.3K +17 +5%
JF
3678
JSF Financial
California
$266K +$258K +387 New
NSG
3679
Nalls Sherbakoff Group
Tennessee
$264K -$175K -262 -40%
PF
3680
PlanWiser Financial
Colorado
$264K – – –
FIS
3681
Fischer Investment Strategies
California
$262K +$255K +382 New
AZ
3682
Alpha Zero
Florida
$262K -$660K -990 -72%
PAG
3683
Poinciana Advisors Group
Florida
$262K – – –
GSF
3684
Grove Street Fiduciary
New Hampshire
$262K – – –
CA
3685
Centennial Advisors
Texas
$262K -$34.7K -52 -12%
PSP
3686
Pacific Sage Partners
Washington
$262K – – –
AFC
3687
Adaptive Financial Consulting
Ohio
$262K +$254K +381 New
CSW
3688
Cogent Strategic Wealth
Illinois
$261K – – –
HBFP
3689
Henderson Brothers Financial Partners
Pennsylvania
$261K -$267K -400 -51%
HOWA
3690
Heritage Oak Wealth Advisors
Florida
$260K +$253K +379 New
SWMP
3691
Signature Wealth Management Partners
New Jersey
$260K -$2.67K -4 -1%
ATWA
3692
Arbor Trust Wealth Advisors
Michigan
$259K -$19.3K -29 -7%
AA
3693
Addison Advisors
Vermont
$258K -$713K -1,070 -74%
BFS
3694
Baskin Financial Services
Ontario, Canada
$258K +$250K +375 New
RSVP
3695
Ramsay Stattman Vela & Price
Colorado
$257K -$19.3K -29 -7%
VAS
3696
Valicenti Advisory Services
New York
$257K – – –
SOAG
3697
Silver Oak Advisory Group
Oregon
$257K +$251K +376 New
CCA
3698
Cypress Capital Advisors
Tennessee
$257K -$14K -21 -5%
LOPW
3699
Live Oak Private Wealth
North Carolina
$257K -$11.3K -17 -4%
ABTD
3700
Arvest Bank Trust Division
Oklahoma
$257K +$5.33K +8 +2%
146 147
148
149 150