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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1751
Patton Albertson Miller Group
Tennessee
– -$204K -565 Closed
BWM
1752
Birchcreek Wealth Management
Ohio
– -$173K -506 Closed
TH
1753
TCTC Holdings
Texas
– -$156K -453 Closed
HWA
1754
HCR Wealth Advisors
California
– -$120K -349 Closed
BFP
1755
Briaud Financial Planning
Texas
– -$289 -344 Closed
IA
1756
Inspire Advisors
Idaho
– -$110K -320 Closed
CTFG
1757
Capstone Triton Financial Group
Oklahoma
– -$104K -301 Closed
PS
1758
Planned Solutions
California
– -$87K -254 Closed
PWPS
1759
Pinnacle Wealth Planning Services
Ohio
– -$82K -239 Closed
CDIA
1760
Capital Directions Investment Advisors
Georgia
– -$69K -200 Closed
AWM
1761
Aberdeen Wealth Management
Illinois
– -$58K -168 Closed
FWM
1762
FSA Wealth Management
Massachusetts
– -$52K -152 Closed
TPWA
1763
TRUE Private Wealth Advisors
Oregon
– -$34K -101 Closed
DWM
1764
Defined Wealth Management
Oregon
– -$33K -96 Closed
OIM
1765
Oder Investment Management
California
– -$32K -96 Closed
SL
1766
Savior LLC
Massachusetts
– -$33K -95 Closed
LWCFA
1767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$30K -88 Closed
LGA
1768
Lebenthal Global Advisors
New York
– -$20K -60 Closed
MIM
1769
Merrion Investment Management
New Jersey
– -$18K -52 Closed
SFG
1770
Sowa Financial Group
Rhode Island
– -$17K -50 Closed
BDWCC
1771
B&D White Capital Company
Texas
– -$13K -40 Closed
HGWM
1772
Harvest Group Wealth Management
Massachusetts
– -$13K -37 Closed
T2I
1773
Turim 21 Investimentos
Brazil
– -$11K -32 Closed
CYG
1774
Clean Yield Group
Vermont
– -$9K -26 Closed
HI
1775
Human Investing
Oregon
– -$8K -24 Closed
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