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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1001
Zacks Investment Management
Illinois
$1.6M -$366K -902 -18%
LW
1002
Linscomb Wealth
Texas
$1.59M -$94.5K -233 -5%
ECG
1003
EPIQ Capital Group
California
$1.59M +$19.9K +49 +1%
MFG
1004
Magnus Financial Group
New York
$1.58M +$60K +148 +4%
EGA
1005
E&G Advisors
Texas
$1.58M +$1.62M +4,000 New
HWM
1006
Howard Wealth Management
Connecticut
$1.57M -$1.22K -3 -0.1%
RTS
1007
Round Table Services
New Jersey
$1.57M +$309K +762 +24%
BFA
1008
Beacon Financial Advisory
Ohio
$1.57M +$17.9K +44 +1%
FPB
1009
First PREMIER Bank
South Dakota
$1.56M -$2.43K -6 -0.2%
1WA
1010
180 Wealth Advisors
Washington
$1.56M -$54.8K -135 -3%
LSA
1011
Lion Street Advisors
Texas
$1.55M +$1.55M +3,822 +3,323%
PG
1012
Prostatis Group
Maryland
$1.54M +$1.14M +2,798 +255%
KWILP
1013
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.53M +$1.58M +3,891 New
KPW
1014
Kore Private Wealth
New York
$1.52M -$2.63M -6,492 -63%
NS
1015
Newman & Schimel
Illinois
$1.52M +$918K +2,262 +142%
WLPWM
1016
Walled Lake Planning & Wealth Management
Illinois
$1.51M +$55.2K +136 +4%
ATIA
1017
American Trust Investment Advisors
New Hampshire
$1.5M +$118K +292 +8%
TAM
1018
Tocqueville Asset Management
New York
$1.5M -$18.3K -45 -1%
LRIA
1019
Leonard Rickey Investment Advisors
Washington
$1.48M – – –
CA
1020
Calton & Associates
Florida
$1.48M +$72.2K +178 +5%
BCA
1021
Biltmore Capital Advisors
New Jersey
$1.48M -$6.9K -17 -0.5%
VCM
1022
Violich Capital Management
California
$1.48M – – –
TA
1023
Tiedemann Advisors
New York
$1.47M -$6.53M -16,098 -81%
FPCG
1024
Fort Pitt Capital Group
Pennsylvania
$1.46M -$62.1K -153 -4%
SCA
1025
Stokes Capital Advisors
South Carolina
$1.46M – – –
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