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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
S
3701
Sachetta
Massachusetts
$174K -$696K -1,120 -80%
HHCP
3702
Hilton Head Capital Partners
South Carolina
$170K +$168K +271 New
CFM
3703
Cornerstone Financial Management
Massachusetts
$169K +$168K +270 New
JHCP
3704
Jackson Hole Capital Partners
Oklahoma
$166K +$21.8K +35 +15%
WW
3705
Winnow Wealth
Texas
$165K +$163K +263 New
FFP
3706
Frisco Financial Planning
Texas
$162K +$1.24K +2 +0.8%
DCBT
3707
Dakota Community Bank & Trust
North Dakota
$158K -$417K -671 -73%
SHIM
3708
Stone House Investment Management
Pennsylvania
$154K – – –
RFG
3709
REAP Financial Group
Texas
$153K -$621 -1 -0.4%
EWP
3710
Elevation Wealth Partners
California
$150K -$37.9K -61 -20%
RP
3711
Rowlandmiller & Partners
Georgia
$150K +$621 +1 +0.4%
CICI
3712
Capital Investment Counsel Inc
North Carolina
$147K +$146K +235 New
WH
3713
Wallace Hart
Kentucky
$144K – – –
CCC
3714
Chelsea Counsel Company
California
$143K – – –
CB
3715
Centennial Bank
Arkansas
$140K – – –
FF
3716
Frankly Finances
Florida
$138K +$137K +220 New
BIM
3717
Breakwater Investment Management
Washington
$137K – – –
CAL
3718
Capital Advisors Ltd
Ohio
$137K – – –
WCM
3719
Westend Capital Management
California
$137K – – –
MSWA
3720
Marshall & Sterling Wealth Advisors
New York
$133K +$89.5K +144 +212%
C
3721
Covestor
United Kingdom
$132K +$129K +207 +6,900%
MO
3722
McMillan Office
Michigan
$128K +$127K +204 New
TC
3723
Truvestments Capital
Florida
$127K – – –
GPFA
3724
Game Plan Financial Advisors
Ohio
$126K +$2.49K +4 +2%
QWM
3725
Quaker Wealth Management
New Jersey
$125K +$61.5K +99 +99%
147 148
149
150 151