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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
3951
Left Brain Wealth Management
Illinois
– -$296K -472 Closed
NIA
3952
NIA Impact Advisors
California
– -$285K -455 Closed
SF
3953
SWP Financial
California
– -$278K -444 Closed
GFG
3954
Genesis Financial Group
New Jersey
– -$277K -441 Closed
CIP
3955
Capital Insight Partners
Arizona
– -$275K -439 Closed
GPA
3956
Garrison Point Advisors
California
– -$270K -430 Closed
AS
3957
Akuna Securities
Illinois
– -$269K -429 Closed
CFG
3958
Cosner Financial Group
Colorado
– -$268K -428 Closed
SB
3959
Semitam Bonam
New York
– -$252K -402 Closed
WFA
3960
Wells Financial Advisors
Massachusetts
– -$251K -400 Closed
HFM
3961
Hartford Funds Management
Pennsylvania
– -$250K -398 Closed
MWM
3962
Meadowbrook Wealth Management
New York
– -$250K -398 Closed
NFW
3963
Noble Family Wealth
Florida
– -$248K -396 Closed
GWMI
3964
Guardian Wealth Management (Illinois)
Illinois
– -$247K -394 Closed
BHBT
3965
Burke & Herbert Bank & Trust
Virginia
– -$246K -393 Closed
NAMNJ
3966
NorthStar Asset Management (New Jersey)
New Jersey
– -$235K -375 Closed
OC
3967
Opinicus Capital
Florida
– -$235K -375 Closed
AAM
3968
Aureus Asset Management
Massachusetts
– -$232K -370 Closed
AF
3969
Aldebaran Financial
– -$232K -368 Closed
CWM
3970
CarsonAllaria Wealth Management
Illinois
– -$230K -367 Closed
DFA
3971
Delta Financial Advisors
Louisiana
– -$229K -365 Closed
MI
3972
Moneywise Inc
Virginia
– -$229K -365 Closed
FC
3973
FCA Corp
Texas
– -$227K -363 Closed
EA
3974
Everpar Advisors
Oklahoma
– -$226K -360 Closed
SSWG
3975
Seven Springs Wealth Group
Tennessee
– -$222K -354 Closed
157 158
159
160 161