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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2176
BlueSky Wealth Advisors
North Carolina
$236K +$223K +579 New
AP
2177
Appleton Partners
Massachusetts
$235K -$4.24K -11 -2%
OPPS
2178
Obsidian Personal Planning Solutions
Maryland
$235K +$222K +576 New
OPWM
2179
Oxinas Partners Wealth Management
Indiana
$235K +$10K +26 +5%
KCM
2180
KRS Capital Management
Michigan
$234K – – –
AAM
2181
Ascension Asset Management
New York
$234K +$222K +575 New
CG
2182
Clarus Group
Texas
$233K +$221K +573 New
TAM
2183
Townsend Asset Management
North Carolina
$233K – – –
PWM
2184
Palumbo Wealth Management
New York
$232K -$30.9K -80 -12%
AFWM
2185
AMJ Financial Wealth Management
Virginia
$230K +$218K +565 New
HW
2186
Hedeker Wealth
Illinois
$230K +$7.33K +19 +3%
HWMG
2187
Hurlow Wealth Management Group
Indiana
$229K – – –
SNBOSCI
2188
Security National Bank of Sioux City Iowa
Iowa
$228K +$216K +561 New
TLP
2189
Trinity Legacy Partners
Texas
$228K -$216K -560 -50%
FA
2190
Fagan Associates
New York
$225K – – –
CSA
2191
Cottage Street Advisors
Massachusetts
$225K – – –
KWA
2192
Kellett Wealth Advisors
Ohio
$224K +$213K +551 New
MAM
2193
Morse Asset Management
Connecticut
$224K -$9.64K -25 -4%
MPM
2194
Meritage Portfolio Management
Kansas
$223K -$18.1K -47 -8%
REMPR
2195
Roof Eidam Maycock Peralta (REMP)
California
$222K +$211K +546 New
SWM
2196
Seaside Wealth Management
California
$222K +$211K +546 New
ASC
2197
Atalanta Sosnoff Capital
New York
$222K – – –
MFS
2198
McNamara Financial Services
Massachusetts
$221K -$2.7K -7 -1%
TRIA
2199
Trail Ridge Investment Advisors
Colorado
$220K +$208K +539 New
PCA
2200
Private Capital Advisors
Connecticut
$218K – – –
86 87
88
89 90