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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1001
Platform Technology Partners
New York
$1.55M +$1.51M +3,934 New
CG
1002
Corundum Group
Colorado
$1.54M – – –
DWM
1003
Destination Wealth Management
California
$1.54M -$230K -598 -13%
CFAM
1004
Center For Asset Management
Florida
$1.53M +$745K +1,941 +100%
FPCG
1005
Fort Pitt Capital Group
Pennsylvania
$1.52M -$138K -360 -9%
MFG
1006
Magnus Financial Group
New York
$1.52M +$159K +414 +12%
TAM
1007
Tocqueville Asset Management
New York
$1.51M -$69.5K -181 -5%
LRIA
1008
Leonard Rickey Investment Advisors
Washington
$1.51M -$15.4K -40 -1%
WPC
1009
Waters Parkerson & Co
Louisiana
$1.5M – – –
AWA
1010
Arkadios Wealth Advisors
Georgia
$1.5M +$573K +1,492 +65%
RWP
1011
Ridgecrest Wealth Partners
California
$1.5M +$84.8K +221 +6%
BCA
1012
Biltmore Capital Advisors
New Jersey
$1.48M -$88.3K -230 -6%
VCM
1013
Violich Capital Management
California
$1.48M +$55.7K +145 +4%
FCFC
1014
First Citizens Financial Corp
Iowa
$1.47M -$10.4K -27 -0.7%
SCA
1015
Stokes Capital Advisors
South Carolina
$1.46M -$2.3K -6 -0.2%
CCFCSB
1016
Cape Cod Five Cents Savings Bank
Massachusetts
$1.46M -$43.4K -113 -3%
BMO
1017
Beck Mack & Oliver
New York
$1.45M -$24.2K -63 -2%
WLPWM
1018
Walled Lake Planning & Wealth Management
Illinois
$1.45M +$22.6K +59 +2%
AL
1019
ACAS LLC
California
$1.45M – – –
CCP
1020
Corient Capital Partners
California
$1.45M – – –
PGA
1021
Portland Global Advisors
Maine
$1.44M +$3.07K +8 +0.2%
FNBT
1022
FineMark National Bank & Trust
Florida
$1.44M +$567K +1,477 +68%
CA
1023
Crewe Advisors
Utah
$1.43M +$144K +374 +11%
WF
1024
Welch & Forbes
Massachusetts
$1.43M – – –
CA
1025
Calton & Associates
Florida
$1.41M -$149K -387 -10%
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