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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
876
Traphagen Investment Advisors
New Jersey
$15.1M +$129K +219 +0.9%
IWM
877
IHT Wealth Management
Illinois
$15.1M +$166K +281 +1%
GEM
878
Global Endowment Management
North Carolina
$15.1M +$46.6K +79 +0.3%
VFP
879
Vested Financial Planning
California
$15.1M -$81.9K -139 -0.6%
WTA
880
Washington Trust Advisors
Massachusetts
$15M +$446K +756 +3%
OFP
881
OFC Financial Planning
New Jersey
$15M +$90.8K +154 +0.6%
FF
882
Formulate Financial
Florida
$15M +$14.5M +24,548 New
DC
883
DeDora Capital
California
$14.9M -$247K -419 -2%
BCIM
884
Bishop & Co Investment Management
Pennsylvania
$14.9M -$7.07K -12 -0%
AGP
885
Aspire Growth Partners
Florida
$14.9M +$964K +1,636 +7%
TFCP
886
Twin Focus Capital Partners
Massachusetts
$14.9M -$268K -455 -2%
HNB
887
Hilltop National Bank
Wyoming
$14.9M – – –
LIA
888
LifePlan Investment Advisors
North Carolina
$14.9M +$5.65M +9,581 +65%
FAB
889
First American Bank
Illinois
$14.9M -$47.2K -80 -0.3%
FHC
890
First Heartland Consultants
Missouri
$14.8M +$1.38M +2,346 +11%
RCS
891
Retirement Capital Strategies
California
$14.7M -$841K -1,427 -6%
SCA
892
Snowden Capital Advisors
New York
$14.7M +$1.18M +1,998 +9%
WP
893
Westmount Partners
California
$14.7M -$306K -519 -2%
SC
894
Sapient Capital
Indiana
$14.6M +$599K +1,017 +4%
PWM
895
Prosperity Wealth Management
California
$14.6M -$180K -305 -1%
CLP
896
Charis Legacy Partners
Texas
$14.6M -$651K -1,105 -4%
HF
897
HRT Financial
New York
$14.6M +$14M +23,797 New
FCC
898
Flower City Capital
New York
$14.6M -$497K -843 -3%
PI
899
Pachira Investments
California
$14.5M -$878K -1,489 -6%
TFP
900
Traction Financial Partners
Wyoming
$14.5M +$153K +260 +1%
34 35
36
37 38