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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
876
Flagship Harbor Advisors
Massachusetts
$11.8M +$1.02M +1,882 +9%
MSFS
877
Main Street Financial Solutions
Pennsylvania
$11.8M +$2.73M +5,048 +28%
PFBT
878
Parkside Financial Bank & Trust
Missouri
$11.8M +$479K +887 +4%
EPM
879
Elm Partners Management
Pennsylvania
$11.8M -$8.19M -15,156 -40%
SAS
880
Stelac Advisory Services
New York
$11.7M +$343K +635 +3%
CAM
881
Cozad Asset Management
Illinois
$11.7M +$1.32M +2,439 +12%
BSSFA
882
Baron Silver Stevens Financial Advisors
Florida
$11.7M -$532K -985 -4%
CC
883
Climber Capital
Switzerland
$11.7M +$222K +410 +2%
GLA
884
Good Life Advisors
Pennsylvania
$11.7M -$1.65M -3,056 -12%
SCA
885
Snowden Capital Advisors
New York
$11.5M +$74.6K +138 +0.6%
ISL
886
Ingalls & Snyder LLC
New York
$11.5M +$8.99M +16,634 +286%
LWP
887
Laurel Wealth Planning
Minnesota
$11.5M +$1.23M +2,278 +11%
MAA
888
Matrix Asset Advisors
New York
$11.5M +$1.21M +2,246 +11%
AWM
889
Axxcess Wealth Management
California
$11.5M +$4.57M +8,451 +61%
VST
890
Van Strum & Towne
California
$11.5M -$946K -1,750 -7%
NB
891
Nicolet Bankshares
Wisconsin
$11.4M +$2.52M +4,659 +26%
GH
892
GAM Holding
Switzerland
$11.4M – – –
EF
893
Empowered Funds
Pennsylvania
$11.4M +$9.8M +18,125 +444%
CB
894
Community Bank
New York
$11.4M +$10.8M +20,000 +918%
VFP
895
Vested Financial Planning
California
$11.4M +$168K +310 +1%
SHJ
896
Sharkey, Howes & Javer
Colorado
$11.4M -$1.96M -3,622 -14%
RPC
897
Rossmore Private Capital
Connecticut
$11.3M -$1.02M -1,886 -8%
AGP
898
Aspire Growth Partners
Florida
$11.3M +$1.87M +3,464 +19%
ACM
899
Ategra Capital Management
Virginia
$11.3M – – –
SC
900
SouthState Corp
Florida
$11.3M +$11.8M +21,857 +57,518%
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