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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
926
Verus Capital Partners
Arizona
$3.16M +$837K +2,293 +31%
IFG
927
Independent Financial Group
California
$3.15M +$29.9K +82 +0.9%
SPP
928
Single Point Partners
Massachusetts
$3.15M -$2.72M -7,451 -44%
WCP
929
Wick Capital Partners
Pennsylvania
$3.15M +$28.1K +77 +0.8%
KBFS
930
Kohmann Bosshard Financial Services
Ohio
$3.12M +$649K +1,778 +23%
LC
931
Lindbrook Capital
California
$3.12M -$17.2K -47 -0.5%
SIA
932
Soltis Investment Advisors
Utah
$3.11M +$609K +1,667 +21%
LBC
933
Lowe Brockenbrough & Co
Virginia
$3.09M +$751K +2,056 +28%
BBPWM
934
Blue Bell Private Wealth Management
Pennsylvania
$3.09M -$2.62M -7,182 -43%
IIC
935
Integrated Investment Consultants
Michigan
$3.08M -$199K -544 -5%
JCM
936
Jacobi Capital Management
Pennsylvania
$3.06M -$6.37M -17,442 -65%
BONH
937
Bank of New Hampshire
New Hampshire
$3.04M -$4.38K -12 -0.1%
CSPAM
938
Cary Street Partners Asset Management
Virginia
$3.03M +$237K +650 +8%
NDSI
939
Newman Dignan & Sheerar Inc
Rhode Island
$3.02M +$531K +1,453 +19%
KA
940
Klingman & Associates
New York
$3.01M -$166K -454 -5%
FPCM
941
Financial Partners Capital Management
New York
$3M +$56.2K +154 +2%
CA
942
Crumly & Associates
Illinois
$2.98M – – –
MG
943
Mather Group
Illinois
$2.98M +$222K +607 +7%
SMFG
944
Sumitomo Mitsui Financial Group
Japan
$2.96M +$676K +1,851 +26%
AWM
945
Adams Wealth Management
Utah
$2.96M +$3.29M +9,018 New
CW
946
CreativeOne Wealth
Kansas
$2.96M -$301K -823 -8%
BSG
947
Black Swift Group
Colorado
$2.96M +$813K +2,225 +33%
AIM
948
AMI Investment Management
Indiana
$2.95M -$7.3K -20 -0.2%
AWA
949
AmeriServ Wealth Advisors
Pennsylvania
$2.93M +$261K +715 +9%
CFO
950
Collective Family Office
Pennsylvania
$2.92M -$745K -2,041 -19%
36 37
38
39 40