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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
2476
Essex LLC
Illinois
$627K -$29.2K -54 -4%
PFP
2477
Paragon Financial Partners
California
$627K +$79.5K +147 +14%
KFSC
2478
Keystone Financial Services (Colorado)
Colorado
$626K +$154K +284 +30%
MC
2479
Matisse Capital
Oregon
$625K +$24.9K +46 +4%
TFO
2480
Tarbox Family Office
California
$625K – – –
HFS
2481
Hoge Financial Services
Pennsylvania
$621K +$11.4K +21 +2%
UIA
2482
Ulland Investment Advisors
Minnesota
$620K +$5.95K +11 +0.9%
LJAC
2483
L.J. Altfest & Co
New York
$619K -$54.6K -101 -8%
ICP
2484
Ironvine Capital Partners
Nebraska
$618K – – –
RW
2485
REDW Wealth
New Mexico
$616K – – –
LB
2486
Legacy Bridge
Iowa
$615K +$2.7K +5 +0.4%
AWA
2487
Aquire Wealth Advisors
Utah
$615K +$541 +1 +0.1%
SCI
2488
Silver Coast Investments
United States
$614K +$48.1K +89 +8%
FI
2489
Financial Insights
Washington
$614K -$283K -524 -31%
CAM
2490
Concorde Asset Management
Michigan
$612K -$41.6K -77 -6%
AFG
2491
Allegheny Financial Group
Pennsylvania
$608K -$17.3K -32 -3%
TIAAOA
2492
Teachers Insurance & Annuity Association of America
New York
$608K – – –
MWA
2493
Mills Wealth Advisors
Texas
$608K -$58.9K -109 -8%
LBC
2494
Leigh Baldwin & Co
New York
$606K +$96.8K +179 +18%
SAM
2495
Strategy Asset Managers
California
$606K -$541 -1 -0.1%
CSC
2496
Caldwell Sutter Capital
California
$606K +$312K +577 +96%
FCM
2497
Family Capital Management
Michigan
$606K +$1.08K +2 +0.2%
FB
2498
First Bancorp
Maine
$604K +$636K +1,176 New
SFB
2499
STAR Financial Bank
Indiana
$603K -$46.5K -86 -7%
KAM
2500
Knightsbridge Asset Management
California
$603K -$19.5K -36 -3%
98 99
100
101 102