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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
2L
976
25 LLC
Missouri
$4.25M -$18.1K -47 -0.5%
BAG
977
Bridgewealth Advisory Group
California
$4.23M +$74.1K +192 +2%
SI
978
Saxon Interests
Texas
$4.22M -$21.2K -55 -0.5%
BOM
979
Bank of Marin
California
$4.2M -$25.1K -65 -0.6%
UB
980
UMB Bank
Missouri
$4.2M +$503K +1,305 +14%
BFS
981
Bradley Foster & Sargent
Connecticut
$4.2M +$1.3M +3,381 +49%
CT
982
Coastline Trust
Rhode Island
$4.2M +$39.4K +102 +1%
WDL
983
Well Done LLC
Michigan
$4.19M -$323K -837 -8%
IP
984
Ignite Planners
California
$4.18M +$351K +909 +10%
SIC
985
Sigma Investment Counselors
Michigan
$4.16M +$67.5K +175 +2%
CWP
986
Curated Wealth Partners
California
$4.16M +$433K +1,122 +12%
PA
987
Procyon Advisors
Connecticut
$4.11M +$3.11M +8,060 +398%
ACIM
988
Azimuth Capital Investment Management
Michigan
$4.1M -$110K -285 -3%
CCT
989
Capital City Trust
Florida
$4.09M +$714K +1,851 +23%
BCMLT
990
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05M +$606K +1,570 +19%
LWM
991
Lionsbridge Wealth Management
Florida
$4.05M +$3.83M +9,932 New
SAM
992
Silverhawk Asset Management
Arizona
$4.03M -$27.8K -72 -0.7%
LSIA
993
LaSalle St. Investment Advisors
Illinois
$4.01M -$1.7M -4,412 -31%
BRC
994
Bishop Rock Capital
New York
$3.99M -$324K -839 -8%
CAMG
995
CWA Asset Management Group
Florida
$3.99M -$114K -295 -3%
SFS
996
Summit Financial Strategies
Ohio
$3.99M -$5.4K -14 -0.1%
BA
997
Bluesphere Advisors
Pennsylvania
$3.98M +$1.3M +3,371 +53%
CFD
998
Creative Financial Designs
Indiana
$3.98M +$345K +893 +10%
VCP
999
Verus Capital Partners
Arizona
$3.96M +$662K +1,717 +21%
AIS
1000
American Investment Services
Massachusetts
$3.95M +$50.9K +132 +1%
38 39
40
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