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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3751
Boomfish Wealth Group
Georgia
$245K +$4K +6 +2%
SPW
3752
Sonoma Private Wealth
California
$244K +$667 +1 +0.3%
CFGF
3753
Compass Financial Group (Florida)
Florida
$244K – – –
PL
3754
Protective Life
Alabama
$243K – – –
WS
3755
Wilian Securities
Minnesota
$243K +$236K +354 New
DFG
3756
Dynamic Financial Group
Iowa
$243K +$4.67K +7 +2%
MBI
3757
May Barnhard Investments
Maryland
$242K +$235K +352 New
PMIM
3758
Prudent Man Investment Management
Colorado
$242K – – –
OIA
3759
Oakmont Investment Advisors
Pennsylvania
$242K -$22.7K -34 -9%
CIAS
3760
CBIZ Investment Advisory Services
Ohio
$242K – – –
RPA
3761
Rock Point Advisors
Vermont
$242K – – –
BWG
3762
Berry Wealth Group
Texas
$242K +$235K +352 New
MHWM
3763
Montz Harcus Wealth Management
Louisiana
$242K +$235K +352 New
CWIG
3764
Chung Wu Investment Group
Texas
$240K +$133K +200 +133%
GP
3765
GLR Partners
Maryland
$240K +$233K +350 New
WG
3766
Warner Group
Connecticut
$240K +$233K +350 New
CC
3767
Cadinha & Co
Hawaii
$240K +$667 +1 +0.3%
POIA
3768
Pin Oak Investment Advisors
Texas
$240K – – –
AB
3769
Atlas Brown
Kentucky
$240K +$3.33K +5 +1%
CRWM
3770
Castle Rock Wealth Management
California
$239K +$233K +349 New
PCA
3771
Peddock Capital Advisors
Massachusetts
$238K +$231K +347 New
BFS
3772
Beacon Financial Strategies
North Carolina
$237K +$98K +147 +74%
HFAS
3773
Hummer Financial Advisory Services
Illinois
$237K – – –
IPW
3774
Intergy Private Wealth
Colorado
$237K +$667 +1 +0.3%
WAP
3775
Wealth Analytics Partners
California
$236K -$6.67K -10 -3%
149 150
151
152 153