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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
3701
Ironwood Wealth Management (Arizona)
Arizona
$171K -$40.7K -65 -18%
CFG
3702
Clayton Financial Group
Missouri
$171K -$308K -492 -63%
YAL
3703
Your Advocates Ltd
Texas
$169K -$13.8K -22 -7%
FMP
3704
Financial Management Professionals
Texas
$168K -$38.7M -61,840 -100%
AP
3705
Aspect Partners
Virginia
$167K – – –
CFM
3706
Cornerstone Financial Management
Massachusetts
$161K – – –
BOJHT
3707
Bank of Jackson Hole Trust
Wyoming
$158K -$8.76K -14 -5%
JHCP
3708
Jackson Hole Capital Partners
Oklahoma
$158K – – –
FFP
3709
Frisco Financial Planning
Texas
$156K +$1.88K +3 +1%
WSFG
3710
Wall Street Financial Group
Illinois
$148K +$154K +247 New
FDW
3711
Fourth Dimension Wealth
Ohio
$146K -$225K -360 -60%
RFG
3712
REAP Financial Group
Texas
$145K – – –
EWP
3713
Elevation Wealth Partners
California
$143K – – –
RP
3714
Rowlandmiller & Partners
Georgia
$141K -$1.88K -3 -1%
WH
3715
Wallace Hart
Kentucky
$137K – – –
WBC
3716
West Branch Capital
Massachusetts
$137K -$187K -299 -57%
TRCT
3717
Tower Research Capital (TRC)
New York
$137K -$1.51M -2,417 -91%
CCC
3718
Chelsea Counsel Company
California
$136K – – –
CAM
3719
Chesapeake Asset Management
New York
$135K -$143K -229 -50%
LFA
3720
Longview Financial Advisors
Alabama
$134K +$140K +224 New
CWM
3721
Copia Wealth Management
Oregon
$132K -$86.3K -138 -38%
MSWA
3722
Marshall & Sterling Wealth Advisors
New York
$132K +$5.63K +9 +4%
FF
3723
Frankly Finances
Florida
$131K – – –
BIM
3724
Breakwater Investment Management
Washington
$131K – – –
CICI
3725
Capital Investment Counsel Inc
North Carolina
$128K -$12.5K -20 -9%
147 148
149
150 151