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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1151
Minot Wealth Management
Massachusetts
$246K +$229K +808 New
AP
1152
Advisor Partners
California
$244K – – –
SDAM
1153
Shulman DeMeo Asset Management
New York
$244K +$2.26K +8 +1%
SFA
1154
Sequoia Financial Advisors
Ohio
$244K +$7.36K +26 +3%
SAM
1155
Strategy Asset Managers
California
$244K +$233K +825 New
BPB
1156
Badgley, Phelps & Bell
Washington
$243K -$31.7K -112 -12%
BC
1157
Brio Consultants
California
$243K +$3.11K +11 +1%
MAS
1158
Managed Account Services
Florida
$241K -$4.81K -17 -2%
VBFP
1159
Valtinson Bruner Financial Planning
Minnesota
$241K – – –
BWM
1160
Buckley Wealth Management
Nevada
$240K -$283K -1,000 -55%
EIP
1161
Ellis Investment Partners
Pennsylvania
$240K +$849 +3 +0.4%
DA
1162
Doliver Advisors
Texas
$239K +$229K +808 New
CC
1163
Callan Capital
California
$238K +$2.26K +8 +1%
EI
1164
Ellevest Inc
New York
$238K +$152K +539 +203%
NIC
1165
Northwest Investment Counselors
Oregon
$237K +$191K +676 +541%
VCM
1166
Verde Capital Management
Michigan
$237K +$226K +800 New
FBT
1167
First Bank & Trust
South Dakota
$237K +$227K +802 New
RFM
1168
Royal Fund Management
Florida
$236K +$40.7K +144 +22%
CAG
1169
Curtis Advisory Group
California
$235K +$225K +795 New
DR
1170
Davis Rea
Ontario, Canada
$235K +$1.15M +4,075 New
HWA
1171
Heritage Wealth Advisors
Virginia
$234K +$59.7K +211 +36%
S
1172
Surevest
California
$234K +$223K +790 New
SFSG
1173
Stearns Financial Services Group
North Carolina
$230K -$17K -60 -7%
CHJWM
1174
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K – – –
CWM
1175
Chronos Wealth Management
Florida
$228K +$218K +772 New
45 46
47
48 49