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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
3676
NBZ Investment Advisors
Tennessee
$209K – – –
SB
3677
Simmons Bank
Arkansas
$208K – – –
SOAG
3678
Silver Oak Advisory Group
Oregon
$208K -$50.3K -81 -20%
AWA
3679
Archvest Wealth Advisors
California
$208K +$206K +331 New
TIA
3680
Tiemann Investment Advisors
California
$208K – – –
IA
3681
IAM Advisory
Pennsylvania
$208K +$206K +331 New
BFWM
3682
Bright Futures Wealth Management
New York
$207K +$205K +330 New
WAAG
3683
Wealth Alliance Advisory Group
Kansas
$207K +$205K +330 New
RFN
3684
Redwood Financial Network
Ohio
$206K -$30.5K -49 -13%
WAM
3685
WealthTrust Asset Management
Florida
$206K -$4.97K -8 -2%
GA
3686
Goldstein Advisors
Wisconsin
$206K -$42.9K -69 -17%
EW
3687
Elyxium Wealth
California
$206K – – –
FA
3688
Financial Alternatives
California
$205K -$64K -103 -24%
KC
3689
Karras Company
Utah
$204K +$202K +325 New
POIA
3690
Pin Oak Investment Advisors
Texas
$203K +$4.97K +8 +3%
MHFA
3691
Mission Hills Financial Advisory
California
$203K +$201K +323 New
FMB
3692
Field & Main Bank
Kentucky
$202K – – –
DJFS
3693
Dean Jacobson Financial Services
Texas
$202K +$200K +322 New
SP
3694
Sherman Porfolios
Idaho
$202K +$200K +322 New
NWMP
3695
Noble Wealth Management PBC
Colorado
$202K +$138K +222 +222%
CCM
3696
Campbell Capital Management
Florida
$201K +$199K +321 New
FNBOH
3697
First National Bank of Hutchinson
Kansas
$201K +$199K +321 New
MWM
3698
Melfa Wealth Management
Massachusetts
$201K +$199K +320 New
DSC
3699
Daytona Street Capital
Missouri
$201K +$199K +320 New
DCM
3700
Dorato Capital Management
Colorado
$196K +$192K +309 New
146 147
148
149 150