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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Apexium Financial
Texas
$5.1M +$118K +437 +2%
GG
502
Gofen & Glossberg
Illinois
$5.09M -$171K -634 -3%
MI
503
Mercer Investments
Massachusetts
$5.05M – – –
HP
504
Hikari Power
Japan
$5M – – –
PP
505
Patten & Patten
Tennessee
$4.98M -$57.3K -213 -1%
SC
506
Scotia Capital
Ontario, Canada
$4.94M -$1.66M -6,178 -26%
HAC
507
Harbor Advisory Corp
New Hampshire
$4.93M -$531K -1,972 -10%
NFC
508
Northeast Financial Consultants
Connecticut
$4.91M +$67.3K +250 +1%
PAG
509
Private Advisory Group
Washington
$4.91M +$4.66M +17,310 New
RPC
510
Rossmore Private Capital
Connecticut
$4.91M +$785K +2,918 +20%
CB
511
Cadence Bank
Mississippi
$4.88M -$1.82M -6,750 -28%
BTW
512
Boston Trust Walden
Massachusetts
$4.88M -$80.7K -300 -2%
AWE
513
Avidian Wealth Enterprises
Texas
$4.87M +$2.94M +10,926 +175%
HFG
514
Heron Financial Group
New York
$4.86M +$75.4K +280 +2%
C
515
Clearshares
New York
$4.86M +$4.67M +17,362 New
CBT
516
Capital Bank & Trust
California
$4.85M +$3.73M +13,855 +425%
G
517
Gainplan
Michigan
$4.81M +$182K +676 +4%
CFGS
518
Concourse Financial Group Securities
Alabama
$4.8M -$308K -1,145 -5%
GT
519
Glenview Trust
Kentucky
$4.77M +$321K +1,194 +8%
WB
520
WesBanco Bank
West Virginia
$4.75M -$2.11M -7,854 -32%
EHC
521
Everett Harris & Co
California
$4.73M +$285K +1,060 +7%
CSIC
522
Clifford Swan Investment Counsel
California
$4.72M +$26.9K +100 +0.6%
VFA
523
Valeo Financial Advisors
Indiana
$4.7M +$567K +2,105 +15%
SCA
524
Snowden Capital Advisors
New York
$4.68M +$2.76M +10,238 +163%
TFCP
525
Twin Focus Capital Partners
Massachusetts
$4.64M +$119K +442 +3%
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