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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1376
Ullmann Wealth Partners Group
Florida
$417K +$406K +1,146 New
OWA
1377
Octavia Wealth Advisors
Ohio
$416K -$278K -784 -41%
CCM
1378
Coldstream Capital Management
Washington
$416K +$98.6K +278 +32%
SVCP
1379
Silicon Valley Capital Partners
California
$414K -$379K -1,070 -48%
JIP
1380
Jaffetilchin Investment Partners
Florida
$414K +$403K +1,136 New
3F
1381
360 Financial
Minnesota
$411K – – –
JWA
1382
JFS Wealth Advisors
Pennsylvania
$411K – – –
ODG
1383
O'Dell Group
Ohio
$411K – – –
TVAMP
1384
Tennessee Valley Asset Management Partners
Tennessee
$411K +$400K +1,127 New
JWM
1385
Janiczek Wealth Management
Colorado
$409K – – –
NAM
1386
North American Management
Massachusetts
$408K – – –
CCT
1387
Country Club Trust
Missouri
$408K – – –
NA
1388
Nottingham Advisors
New York
$408K – – –
DCM
1389
Donaldson Capital Management
Indiana
$408K +$34.4K +97 +9%
SN
1390
Sittner & Nelson
Oregon
$404K – – –
NCM
1391
Northwest Capital Management
Oregon
$402K +$12.8K +36 +3%
BCM
1392
Bayesian Capital Management
New York
$401K -$775K -2,186 -67%
MKC
1393
M. Kraus & Co
Vermont
$401K -$14.2K -40 -4%
AA
1394
Advisory Alpha
Michigan
$401K +$80.5K +227 +26%
LA
1395
Latitude Advisors
Florida
$396K +$10.3K +29 +3%
DBT
1396
Dubuque Bank & Trust
Iowa
$393K – – –
IWAG
1397
Integer Wealth Advisors Group
Georgia
$391K – – –
SSWM
1398
Smith Salley Wealth Management
North Carolina
$391K +$381K +1,073 New
GWA
1399
GGM Wealth Advisors
Maryland
$390K +$361K +1,019 New
WOSD
1400
WFA of San Diego
California
$389K +$378K +1,067 New
54 55
56
57 58