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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2176
Westside Investment Management
California
$236K – – –
DFA
2177
DHJJ Financial Advisors
Illinois
$236K – – –
KOCAA
2178
Knights of Columbus Asset Advisors
Connecticut
$236K -$10.4K -27 -4%
BWA
2179
BlueSky Wealth Advisors
North Carolina
$236K +$223K +579 New
AP
2180
Appleton Partners
Massachusetts
$235K -$4.24K -11 -2%
OPPS
2181
Obsidian Personal Planning Solutions
Maryland
$235K +$222K +576 New
OPWM
2182
Oxinas Partners Wealth Management
Indiana
$235K +$10K +26 +5%
KCM
2183
KRS Capital Management
Michigan
$234K – – –
AAM
2184
Ascension Asset Management
New York
$234K +$222K +575 New
CG
2185
Clarus Group
Texas
$233K +$221K +573 New
TAM
2186
Townsend Asset Management
North Carolina
$233K – – –
PWM
2187
Palumbo Wealth Management
New York
$232K -$30.9K -80 -12%
AFWM
2188
AMJ Financial Wealth Management
Virginia
$230K +$218K +565 New
HW
2189
Hedeker Wealth
Illinois
$230K +$7.33K +19 +3%
HWMG
2190
Hurlow Wealth Management Group
Indiana
$229K – – –
SNBOSCI
2191
Security National Bank of Sioux City Iowa
Iowa
$228K +$216K +561 New
TLP
2192
Trinity Legacy Partners
Texas
$228K -$216K -560 -50%
FA
2193
Fagan Associates
New York
$225K – – –
CSA
2194
Cottage Street Advisors
Massachusetts
$225K – – –
KWA
2195
Kellett Wealth Advisors
Ohio
$224K +$213K +551 New
MAM
2196
Morse Asset Management
Connecticut
$224K -$9.64K -25 -4%
MPM
2197
Meritage Portfolio Management
Kansas
$223K -$18.1K -47 -8%
REMPR
2198
Roof Eidam Maycock Peralta (REMP)
California
$222K +$211K +546 New
SWM
2199
Seaside Wealth Management
California
$222K +$211K +546 New
ASC
2200
Atalanta Sosnoff Capital
New York
$222K – – –
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