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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
3626
Hippocratic Financial Advisors
California
$298K +$289K +434 New
CIG
3627
Cascade Investment Group
Colorado
$297K +$289K +433 New
ONST
3628
Old North State Trust
North Carolina
$297K +$289K +433 New
JLBC
3629
J.L. Bainbridge & Co
Florida
$297K -$10.7K -16 -4%
KFSC
3630
Keystone Financial Services (Colorado)
Colorado
$297K -$336K -504 -54%
BOC
3631
Bull Oak Capital
California
$296K +$2.67K +4 +0.9%
KWIA
3632
Kinetic Wealth Investment Advisors
Ohio
$296K +$287K +430 New
AWG
3633
Altus Wealth Group
Colorado
$295K – – –
JRFS
3634
James Reed Financial Services
Ohio
$295K – – –
ZI
3635
ZEGA Investments
Florida
$295K -$23.3K -35 -8%
AIP
3636
Almanack Investment Partners
Pennsylvania
$295K +$286K +429 New
GPW
3637
Gray Private Wealth
Massachusetts
$294K +$16.7K +25 +6%
GWS
3638
Greykasell Wealth Strategies
California
$294K +$667 +1 +0.2%
SFG
3639
SevenBridge Financial Group
Pennsylvania
$294K +$6.67K +10 +2%
KCIC
3640
Kuhn & Co Investment Counsel
Illinois
$293K – – –
RRA
3641
Red Reef Advisors
Florida
$293K -$21.3K -32 -7%
MS
3642
Monetary Solutions
Ohio
$293K +$6.67K +10 +2%
NWA
3643
New World Advisors
Massachusetts
$293K – – –
IW
3644
Imprint Wealth
South Carolina
$293K +$5.33K +8 +2%
KSB
3645
Kennebec Savings Bank
Maine
$293K +$7.33K +11 +3%
LFP
3646
Leeward Financial Partners
Washington
$292K -$28K -42 -9%
PWM
3647
Paulson Wealth Management
Illinois
$292K +$8K +12 +3%
MPCG
3648
Matrix Private Capital Group
New York
$291K +$6.67K +10 +2%
CC
3649
Capital Counsel
New York
$291K -$140K -210 -33%
BCG
3650
Bravias Capital Group
New Jersey
$290K +$16K +24 +6%
144 145
146
147 148