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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3776
Chatham Capital Group
Georgia
$236K +$229K +343 New
WFA
3777
WJ Financial Advisors
Connecticut
$236K +$229K +343 New
PWM
3778
Provident Wealth Management
Tennessee
$236K – – –
IP
3779
Investment Partners
Ohio
$236K +$229K +343 New
SCFS
3780
Stewardship Concepts Financial Services
Washington
$235K -$3.33K -5 -1%
FNBOH
3781
First National Bank of Hutchinson
Kansas
$235K +$228K +342 New
FWA
3782
FORM Wealth Advisors
Wisconsin
$234K -$56.7K -85 -20%
OAP
3783
One Advisory Partners
Kansas
$234K -$16K -24 -7%
AMM
3784
American Money Management
California
$234K -$1.33K -2 -0.6%
BMC
3785
Beaton Management Company
Massachusetts
$234K – – –
BWM
3786
BKM Wealth Management
Wisconsin
$234K -$96K -144 -30%
JRSI
3787
Jeter Robert S II
$233K – – –
CC
3788
Caxton Corporation
New Jersey
$233K +$226K +339 New
TF
3789
Tenzing Financial
Virginia
$232K -$13.3K -20 -6%
MC
3790
Miramar Capital
Illinois
$231K +$225K +337 New
MWM
3791
McCartney Wealth Management
Missouri
$231K +$667 +1 +0.3%
MWM
3792
Mindset Wealth Management
Indiana
$231K – – –
HWM
3793
HRC Wealth Management
Idaho
$230K +$223K +335 New
BFA
3794
Brown Financial Advisory
Alabama
$230K +$223K +335 New
TFG
3795
Tilson Financial Group
New Jersey
$230K +$223K +335 New
OF
3796
Outfitter Financial
Maine
$229K +$223K +334 New
NIA
3797
NBZ Investment Advisors
Tennessee
$229K – – –
IA
3798
IAM Advisory
Pennsylvania
$229K +$222K +333 New
TIM
3799
Thompson Investment Management
Wisconsin
$228K +$667 +1 +0.3%
WTFG
3800
Wood Tarver Financial Group
Idaho
$228K +$222K +333 New
150 151
152
153 154