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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
851
Hoover Financial Advisors
Pennsylvania
$435K +$529 +2 +0.1%
BAM
852
Belpointe Asset Management
Nevada
$433K +$425K +1,607 New
CAM
853
Cidel Asset Management
Ontario, Canada
$431K – – –
GAM
854
Griffin Asset Management
New York
$431K +$423K +1,600 New
RCAG
855
Rehmann Capital Advisory Group
Michigan
$430K -$63K -238 -13%
BFEC
856
Benjamin F. Edwards & Company
Missouri
$424K +$347K +1,313 +497%
SS
857
Sunbelt Securities
Texas
$422K +$109K +413 +36%
MCM
858
MAI Capital Management
Ohio
$420K – – –
CFA
859
Carroll Financial Associates
North Carolina
$420K +$182K +689 +79%
ACA
860
Atlas Capital Advisors
Wyoming
$420K +$2.12K +8 +0.5%
JWA
861
JFS Wealth Advisors
Pennsylvania
$419K – – –
CHA
862
Carmichael Hill & Associates
Maryland
$417K +$18.8K +71 +5%
WAM
863
Weatherly Asset Management
California
$417K +$410K +1,548 New
FWSM
864
First Wilshire Securities Management
California
$413K – – –
S
865
SignatureFD
Georgia
$412K -$39.4K -149 -9%
BWA
866
BDO Wealth Advisors
Florida
$405K +$17.7K +67 +5%
HCIA
867
Hochman Cole Investment Advisors
Illinois
$402K -$84.9K -321 -18%
IWS
868
Insight Wealth Strategies
California
$401K +$394K +1,491 New
WTFG
869
Wells Trecaso Financial Group
Ohio
$400K +$3.97K +15 +1%
MFW
870
Mosaic Family Wealth
Missouri
$398K +$299K +1,130 +326%
NFG
871
NewFocus Financial Group
Washington
$398K +$391K +1,478 New
SAM
872
SP Asset Management
California
$395K +$8.47K +32 +2%
OWM
873
Orgel Wealth Management
Wisconsin
$394K – – –
OFS
874
OneAscent Financial Services
Alabama
$393K +$387K +1,461 New
FC
875
FCA Corp
Texas
$392K +$39.2K +148 +11%
33 34
35
36 37