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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2501
Rinkey Investments
California
$1.15M +$35.4K +57 +3%
BOH
2502
Bank of Hawaii
Hawaii
$1.15M – – –
KAM
2503
Knightsbridge Asset Management
California
$1.15M -$72.1K -116 -6%
GIM
2504
Goelzer Investment Management
Indiana
$1.15M +$88.9K +143 +8%
KOC
2505
Koss-Olinger Consulting
Florida
$1.14M -$3.36M -5,411 -75%
IWA
2506
Icon Wealth Advisors
Texas
$1.14M +$69.6K +112 +7%
FAOAI
2507
Fund Advisors of America Inc
Florida
$1.14M +$1.13M +1,818 New
RCG
2508
Regatta Capital Group
California
$1.14M +$1.24K +2 +0.1%
EWA
2509
Eagle Wealth Advisors
Connecticut
$1.14M +$1.13M +1,817 New
CWMGP
2510
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.14M +$621 +1 +0.1%
TVPW
2511
Third View Private Wealth
Connecticut
$1.14M +$1.13M +1,812 New
PFA
2512
Plotkin Financial Advisors
Maryland
$1.13M +$29.8K +48 +3%
AWM
2513
Atticus Wealth Management
Florida
$1.13M +$23K +37 +2%
PWM
2514
Palumbo Wealth Management
New York
$1.13M +$1.12M +1,801 New
BWL
2515
Beacon Wealthcare LLC
North Carolina
$1.13M – – –
CP
2516
Cornerstone Planning
North Carolina
$1.13M +$1.12M +1,799 New
HR
2517
Howe & Rusling
New York
$1.12M +$62.1K +100 +6%
CPC
2518
Consolidated Planning Corp
Georgia
$1.12M +$2.49K +4 +0.2%
PFSC
2519
Peoples Financial Services Corp
Pennsylvania
$1.12M -$3.11K -5 -0.3%
MJRIC
2520
Mogy Joel R Investment Counsel
California
$1.12M – – –
MFWP
2521
Mosaic Family Wealth Partners
Missouri
$1.12M +$190K +305 +21%
I
2522
IMPACTfolio
Colorado
$1.11M -$58.4K -94 -5%
GFP
2523
Gryphon Financial Partners
Ohio
$1.11M +$31.1K +50 +3%
WMWM
2524
Wilkins Miller Wealth Management
Alabama
$1.11M -$88.2K -142 -7%
CWM
2525
Collaborative Wealth Management
Florida
$1.11M +$237K +382 +28%
99 100
101
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