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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3926
Wealthspan Partners
Iowa
– -$284K -463 Closed
TWP
3927
Total Wealth Planning
Ohio
– -$275K -449 Closed
VPP
3928
Vertex Planning Partners
Illinois
– -$264K -431 Closed
TSS
3929
Two Sigma Securities
New York
– -$250K -409 Closed
TPWM
3930
Twelve Points Wealth Management
Massachusetts
– -$249K -407 Closed
OPA
3931
Old Port Advisors
Maine
– -$239K -391 Closed
VDI
3932
Vaughan David Investments
Illinois
– -$239K -391 Closed
AFM
3933
Abbot Financial Management
Massachusetts
– -$236K -385 Closed
SEEDPG
3934
S.E.E.D. Planning Group
New York
– -$231K -378 Closed
CICC
3935
Capital Investment Counsel (Colorado)
Colorado
– -$230K -376 Closed
PCA
3936
PMV Capital Advisers
Texas
– -$224K -365 Closed
LA
3937
LWM Advisors
California
– -$219K -358 Closed
KWM
3938
Koa Wealth Management
California
– -$202K -329 Closed
LAM
3939
Lewis Asset Management
California
– -$201K -328 Closed
OMIC
3940
Old Mission Investment Co
Michigan
– -$201K -327 Closed
NC
3941
North Capital
Utah
– -$155K -254 Closed
FLFS
3942
Family Legacy Financial Solutions
North Carolina
– -$143K -233 Closed
BPAMU
3943
BTG Pactual Asset Management US
New York
– -$120K -211 Closed
KWM
3944
Kiker Wealth Management
Georgia
– -$125K -204 Closed
DRS
3945
Deane Retirement Strategies
Louisiana
– -$118K -192 Closed
HI
3946
Hoey Investments
Pennsylvania
– -$83.3K -136 Closed
SSG
3947
Summit Securities Group
New York
– -$61.2K -100 Closed
CTC
3948
Corundum Trust Company
South Dakota
– -$36.7K -60 Closed
CIR
3949
Clear Investment Research
Georgia
– -$27.6K -45 Closed
MBFW
3950
Morton Brown Family Wealth
Pennsylvania
– -$23.9K -39 Closed
155 156 157
158
159