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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
3726
Wilian Securities
Minnesota
$243K +$236K +354 New
DFG
3727
Dynamic Financial Group
Iowa
$243K +$4.67K +7 +2%
MBI
3728
May Barnhard Investments
Maryland
$242K +$235K +352 New
PMIM
3729
Prudent Man Investment Management
Colorado
$242K – – –
OIA
3730
Oakmont Investment Advisors
Pennsylvania
$242K -$22.7K -34 -9%
CIAS
3731
CBIZ Investment Advisory Services
Ohio
$242K – – –
RPA
3732
Rock Point Advisors
Vermont
$242K – – –
BWG
3733
Berry Wealth Group
Texas
$242K +$235K +352 New
MHWM
3734
Montz Harcus Wealth Management
Louisiana
$242K +$235K +352 New
CWIG
3735
Chung Wu Investment Group
Texas
$240K +$133K +200 +133%
GP
3736
GLR Partners
Maryland
$240K +$233K +350 New
WG
3737
Warner Group
Connecticut
$240K +$233K +350 New
CC
3738
Cadinha & Co
Hawaii
$240K +$667 +1 +0.3%
POIA
3739
Pin Oak Investment Advisors
Texas
$240K – – –
AB
3740
Atlas Brown
Kentucky
$240K +$3.33K +5 +1%
CRWM
3741
Castle Rock Wealth Management
California
$239K +$233K +349 New
PCA
3742
Peddock Capital Advisors
Massachusetts
$238K +$231K +347 New
BFS
3743
Beacon Financial Strategies
North Carolina
$237K +$98K +147 +74%
HFAS
3744
Hummer Financial Advisory Services
Illinois
$237K – – –
IPW
3745
Intergy Private Wealth
Colorado
$237K +$667 +1 +0.3%
WAP
3746
Wealth Analytics Partners
California
$236K -$6.67K -10 -3%
CCG
3747
Chatham Capital Group
Georgia
$236K +$229K +343 New
WFA
3748
WJ Financial Advisors
Connecticut
$236K +$229K +343 New
PWM
3749
Provident Wealth Management
Tennessee
$236K – – –
IP
3750
Investment Partners
Ohio
$236K +$229K +343 New
148 149
150
151 152