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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Maltin Wealth Management
New Jersey
– -$838K -2,018 Closed
WA
2127
Wealth Advisors
California
– -$812K -1,956 Closed
OCM
2128
Orser Capital Management
Texas
– -$760K -1,830 Closed
FANJ
2129
Financial Architects (New Jersey)
New Jersey
– -$732K -1,764 Closed
MCM
2130
Monument Capital Management
Virginia
– -$700K -1,686 Closed
BHTS
2131
Bar Harbor Trust Services
Maine
– -$670K -1,613 Closed
APWA
2132
Atlas Private Wealth Advisors
New Jersey
– -$638K -1,537 Closed
BFA
2133
Bill Few Associates
Pennsylvania
– -$621K -1,495 Closed
AR
2134
Apeiron RIA
Texas
– -$530K -1,284 Closed
SSWM
2135
Smith Salley Wealth Management
North Carolina
– -$518K -1,247 Closed
IMOV
2136
Investment Management of Virginia
Virginia
– -$517K -1,245 Closed
CIC
2137
Chilton Investment Company
Connecticut
– -$465K -1,121 Closed
PIM
2138
Provident Investment Management
Michigan
– -$457K -1,102 Closed
TIAM2
2139
Tru Independence Asset Management 2
Oregon
– -$446K -1,074 Closed
AT
2140
Arvest Trust
Oklahoma
– -$441K -1,063 Closed
TA
2141
Trellis Advisors
Washington
– -$435K -1,048 Closed
VF
2142
Vista Finance
Missouri
– -$424K -1,022 Closed
NCM
2143
Neumann Capital Management
California
– -$420K -1,012 Closed
HPWA
2144
Hall Private Wealth Advisors
North Carolina
– -$415K -1,000 Closed
XF
2145
XML Financial
Maryland
– -$409K -986 Closed
BFA
2146
Bragg Financial Advisors
North Carolina
– -$374K -900 Closed
GIM
2147
Guild Investment Management
California
– -$349K -840 Closed
KWMG
2148
King Wealth Management Group
Florida
– -$345K -832 Closed
HIGP
2149
Hill Investment Group Partners
Missouri
– -$338K -815 Closed
WAS
2150
WESPAC Advisors SoCal
California
– -$318K -766 Closed
84 85
86
87 88