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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2801
Berry Wealth Group
Texas
$486K -$6.48K -11 -1%
SCP
2802
Stevens Capital Partners
Nebraska
$486K +$87.8K +149 +23%
EA
2803
Ellsworth Advisors
Ohio
$486K +$468K +794 New
TR
2804
Tepp RIA
New Jersey
$484K – – –
BP
2805
BWM Planning
Texas
$484K +$1.18K +2 +0.3%
DF
2806
Define Financial
California
$483K +$19.5K +33 +4%
RIS
2807
Richmond Investment Services
Wisconsin
$480K -$12.4K -21 -3%
SGK
2808
Steigerwald Gordon & Koch
Virginia
$478K – – –
TSMHT
2809
Thurston Springer Miller Herd & Titak
Indiana
$478K -$5.36M -9,096 -92%
AWA
2810
Alta Wealth Advisors
Massachusetts
$478K – – –
GPA
2811
Garrison Point Advisors
California
$477K +$29.5K +50 +7%
IRP
2812
Investment Research Partners
Pennsylvania
$476K +$444K +753 New
MSA
2813
Marino Stram & Associates
Massachusetts
$476K +$62.5K +106 +16%
RFA
2814
Rollins Financial Advisors
New York
$475K +$209K +354 +84%
CF
2815
Convergence Financial
Missouri
$473K – – –
ISFAN
2816
Investor's Fiduciary Advisor Network
Washington
$473K +$126K +214 +38%
ICP
2817
Interchange Capital Partners
Pennsylvania
$471K – – –
EAM
2818
Empirical Asset Management
Massachusetts
$470K +$5.04M +8,556 +1,219%
WIC
2819
Willis Investment Counsel
Georgia
$470K +$223K +378 +97%
NLP
2820
Next Level Private
New York
$469K -$1.18K -2 -0.3%
ACM
2821
Avalon Capital Management
California
$466K -$4.13K -7 -0.9%
FA
2822
Fagan Associates
New York
$466K +$48.9K +83 +12%
PJSIMP
2823
P.J. Schmidt Investment Management (PJS)
Wisconsin
$465K -$54.2K -92 -11%
CFS
2824
Coordinated Financial Services
Colorado
$464K +$447K +758 New
GHAM
2825
Gilman Hill Asset Management
Connecticut
$464K -$466K -790 -51%
111 112
113
114 115