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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
926
Ridgecrest Wealth Partners
California
$3.51M +$1.3M +3,177 +60%
RE
927
RBC Europe
United Kingdom
$3.51M -$233K -570 -6%
S
928
Schroders
United Kingdom
$3.5M -$16.1M -39,410 -82%
ZIC
929
ZWJ Investment Counsel
Georgia
$3.5M +$193K +471 +6%
WCA
930
Waypoint Capital Advisors
Minnesota
$3.47M +$539K +1,316 +19%
PFG
931
Pacific Financial Group
Washington
$3.47M -$443K -1,081 -11%
CAM
932
Cozad Asset Management
Illinois
$3.45M +$15.6K +38 +0.5%
MG
933
Mather Group
Illinois
$3.44M +$151K +370 +5%
XWM
934
Xcel Wealth Management
Florida
$3.43M -$72.5K -177 -2%
KWM
935
Keebeck Wealth Management
Illinois
$3.43M +$819 +2 +0%
RWA
936
River Wealth Advisors
Pennsylvania
$3.43M +$120K +294 +4%
LBC
937
Lowe Brockenbrough & Co
Virginia
$3.42M -$2.9M -7,083 -46%
DFC
938
DB Fitzpatrick & Co
Idaho
$3.41M +$13.9K +34 +0.4%
FPTW
939
Franklin, Parlapiano, Turner & Welch
Texas
$3.41M – – –
FNBSF
940
First National Bank Sioux Falls
South Dakota
$3.38M +$248K +606 +8%
SIC
941
Sigma Investment Counselors
Michigan
$3.38M -$98.3K -240 -3%
WPP
942
Whalerock Point Partners
Rhode Island
$3.36M – – –
BWAM
943
Boyd Watterson Asset Management
Ohio
$3.36M – – –
CW
944
CreativeOne Wealth
Kansas
$3.34M +$1.36M +3,319 +70%
MCG
945
McCollum Christoferson Group
New York
$3.33M -$82.7K -202 -2%
S
946
Surevest
California
$3.32M -$7.37K -18 -0.2%
LWM
947
Liberty Wealth Management
California
$3.32M +$2.77M +6,774 +558%
TCOO
948
Trust Company of Oklahoma
Oklahoma
$3.3M -$31.1K -76 -0.9%
KPW
949
Kore Private Wealth
New York
$3.29M +$1.59M +3,893 +96%
JGUA
950
John G. Ullman & Associates
New York
$3.29M -$150K -366 -4%
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38
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