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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
976
Verum Partners
North Carolina
$3.48M -$193K -526 -5%
BONH
977
Bank of New Hampshire
New Hampshire
$3.46M -$68.2K -186 -2%
CWM
978
Capital Wealth Management
Rhode Island
$3.46M -$520K -1,417 -13%
BL
979
BFSG LLC
California
$3.44M +$151K +413 +5%
GIA
980
Goodwin Investment Advisory
Georgia
$3.42M -$293K -800 -8%
CWP
981
Curated Wealth Partners
California
$3.42M +$874K +2,382 +35%
GC
982
Grimes & Company
Massachusetts
$3.39M +$138K +376 +4%
UB
983
UMB Bank
Missouri
$3.39M -$97.9K -267 -3%
CS
984
Cannell & Spears
New York
$3.38M +$366K +998 +12%
AIS
985
American Investment Services
Massachusetts
$3.36M – – –
BFO
986
Biltmore Family Office
North Carolina
$3.34M +$250K +682 +8%
FA
987
Fermata Advisors
California
$3.34M -$1.76M -4,807 -35%
CFD
988
Creative Financial Designs
Indiana
$3.34M +$239K +651 +8%
RIL
989
Rothschild Investment LLC
Illinois
$3.33M +$432K +1,177 +15%
IFO
990
Independent Family Office
New York
$3.33M +$692K +1,886 +27%
XWM
991
Xcel Wealth Management
Florida
$3.32M – – –
AMR
992
Asset Management Resources
Massachusetts
$3.32M +$281K +765 +9%
BEC
993
Blue Edge Capital
Virginia
$3.31M +$11.4K +31 +0.4%
CCB
994
Cutter & Co Brokerage
Missouri
$3.3M +$48.8K +133 +2%
AIM
995
AMI Investment Management
Indiana
$3.27M -$116K -315 -3%
WCM
996
Windham Capital Management
Massachusetts
$3.27M +$69.7K +190 +2%
TWM
997
Tanager Wealth Management
United Kingdom
$3.24M +$1.47M +4,004 +87%
AMCA
998
Arthur M. Cohen & Associates
Illinois
$3.2M -$671K -1,831 -18%
TFA
999
Trinity Financial Advisors
Ohio
$3.2M -$128K -350 -4%
TWP
1000
TFO Wealth Partners
Ohio
$3.19M +$1.61M +4,387 +107%
38 39
40
41 42