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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
3726
Silver Oak Advisory Group
Oregon
$257K +$251K +376 New
CCA
3727
Cypress Capital Advisors
Tennessee
$257K -$14K -21 -5%
LOPW
3728
Live Oak Private Wealth
North Carolina
$257K -$11.3K -17 -4%
ABTD
3729
Arvest Bank Trust Division
Oklahoma
$257K +$5.33K +8 +2%
MSWM
3730
McGlone Suttner Wealth Management
Wisconsin
$256K -$54.7K -82 -18%
MWML
3731
M Wealth Management LLC
California
$255K +$14.7K +22 +6%
DS
3732
DRW Securities
Illinois
$255K +$248K +372 New
MKA
3733
M. Kulyk & Associates
Georgia
$255K +$247K +371 New
SCM
3734
Sollinda Capital Management
Florida
$254K +$247K +370 New
IWM
3735
Inlight Wealth Management
Georgia
$254K -$3.33K -5 -1%
NFW
3736
Noble Family Wealth
Florida
$253K +$246K +369 New
AFG
3737
Altiora Financial Group
Ohio
$252K -$1.33K -2 -0.5%
MF
3738
Montis Financial
Massachusetts
$251K -$8.67K -13 -3%
MAM
3739
Mainsail Asset Management
Alabama
$250K – – –
WFG
3740
Wills Financial Group
Virginia
$250K – – –
RC
3741
Randolph Company
Ohio
$249K -$3.33K -5 -1%
SWM
3742
Sherman Wealth Management
Maryland
$249K +$242K +363 New
MAV
3743
Mason & Associates (Virginia)
Virginia
$249K – – –
USB
3744
Union Savings Bank
Connecticut
$249K – – –
SFC
3745
Swisher Financial Concepts
Ohio
$248K -$202K -303 -46%
TI
3746
Trexquant Investment
Connecticut
$248K -$24K -36 -9%
PFGWM
3747
Price Financial Group Wealth Management
Oregon
$246K +$667 +1 +0.3%
WFS
3748
WealthGarden F.S.
California
$246K +$239K +358 New
FC
3749
Fusion Capital
South Carolina
$246K +$239K +358 New
SHA
3750
Seneca House Advisors
Virginia
$245K -$113K -169 -32%
148 149
150
151 152