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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1976
Oxbow Advisors
Texas
$2.47M +$178K +286 +8%
HWMO
1977
Heritage Wealth Management (Ohio)
Ohio
$2.46M +$77.1K +124 +3%
UW
1978
Unique Wealth
Florida
$2.46M +$19.9K +32 +0.8%
MFG
1979
MidWestOne Financial Group
Iowa
$2.46M -$84.5K -136 -3%
GOCP
1980
Great Oak Capital Partners
Massachusetts
$2.45M +$35.4K +57 +1%
NWM
1981
Nova Wealth Management
Florida
$2.45M -$32.9K -53 -1%
FFO
1982
Fiduciary Family Office
Florida
$2.44M +$15.5K +25 +0.6%
SWA
1983
Strata Wealth Advisors
Texas
$2.44M +$352K +566 +17%
AWMS
1984
Advocacy Wealth Management Services
Georgia
$2.44M +$141K +227 +6%
CFA
1985
Capstone Financial Advisors
Illinois
$2.43M +$945K +1,520 +64%
SFP
1986
Sandbox Financial Partners
Maryland
$2.42M +$263K +423 +12%
HIA
1987
HTG Investment Advisors
Connecticut
$2.42M -$19.9K -32 -0.8%
MB
1988
MidFirst Bank
Oklahoma
$2.42M +$2.4M +3,859 New
CANC
1989
Culbertson A N & Co
Virginia
$2.41M -$125K -201 -5%
FSBI
1990
Fearless Solutions (Best Invest)
Texas
$2.4M – – –
HFS
1991
Heritage Financial Services
Massachusetts
$2.4M -$309K -497 -11%
PB
1992
Prime Buchholz
New Hampshire
$2.39M -$923K -1,486 -28%
JWM
1993
JPL Wealth Management
Colorado
$2.39M -$608K -978 -20%
EGA
1994
Eagle Global Advisors
Texas
$2.39M +$19.3K +31 +0.8%
UWP
1995
Uniting Wealth Partners
Kansas
$2.38M -$243K -391 -9%
KA
1996
KLCM Advisors
Wisconsin
$2.38M +$2.35M +3,789 New
TFP
1997
Tilia Fiduciary Partners
North Carolina
$2.38M +$609K +980 +35%
FA
1998
Fullerton Advisors
California
$2.37M +$2.35M +3,777 New
CWA
1999
Clarity Wealth Advisors
California
$2.37M +$95.7K +154 +4%
APP
2000
Avantax Planning Partners
Iowa
$2.37M -$32.9K -53 -1%
78 79
80
81 82