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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2801
Sprinkle Financial Consultants
Colorado
$759K +$40K +64 +5%
BI
2802
Beckerman Institutional
New Jersey
$759K -$4.38K -7 -0.5%
SHFA
2803
SC&H Financial Advisors
Maryland
$759K +$18.1K +29 +2%
HPBT
2804
Hickory Point Bank & Trust
Illinois
$758K +$78.8K +126 +11%
SW
2805
SlateStone Wealth
Florida
$756K +$38.1K +61 +5%
CWM
2806
Collaborative Wealth Management
Florida
$756K -$313K -501 -28%
CT
2807
Colonial Trust
South Carolina
$754K -$23.8K -38 -3%
DIM
2808
Delta Investment Management
California
$753K +$537K +859 +214%
MG
2809
McHugh Group
Ohio
$751K +$150K +240 +24%
MIM
2810
Miller Investment Management
Pennsylvania
$751K – – –
FB
2811
First Bancorp
Maine
$749K – – –
AC
2812
Addison Capital
Pennsylvania
$749K +$219K +350 +39%
FNBOMD
2813
First National Bank of Mount Dora
Florida
$748K – – –
OCM
2814
Orion Capital Management
California
$748K – – –
SPAS
2815
Spectrum Planning & Advisory Services
California
$746K – – –
PA
2816
Perennial Advisors
New York
$745K +$3.13K +5 +0.4%
SPI
2817
Santori & Peters Inc
Pennsylvania
$742K -$8.13K -13 -1%
TMWM
2818
Taylor & Morgan Wealth Management
Michigan
$741K -$41.9K -67 -5%
OSNBOA
2819
Old Second National Bank of Aurora
Illinois
$740K -$2.5K -4 -0.3%
DWMS
2820
Dominguez Wealth Management Solutions
Virginia
$739K +$625 +1 +0.1%
SAM
2821
Sagewood Asset Management
New York
$737K +$772K +1,234 New
LCM
2822
Lazari Capital Management
California
$736K +$171K +273 +28%
IWMO
2823
Integrated Wealth Management (Ohio)
Ohio
$730K +$11.3K +18 +1%
ICP
2824
Interchange Capital Partners
Pennsylvania
$729K +$407K +650 +85%
RFA
2825
Reyes Financial Architecture
California
$728K -$59.4K -95 -7%
111 112
113
114 115