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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1026
Kohmann Bosshard Financial Services
Ohio
$1.39M – – –
IPW
1027
Inlet Private Wealth
Florida
$1.39M +$17.3K +45 +1%
ATIA
1028
American Trust Investment Advisors
New Hampshire
$1.39M +$285K +743 +27%
QCM
1029
Quest Capital Management
Texas
$1.38M +$49.9K +130 +4%
EB
1030
Eastern Bank
Massachusetts
$1.37M -$1.53K -4 -0.1%
WG
1031
Watchman Group
Texas
$1.37M -$382K -995 -22%
SAM
1032
Sequent Asset Management
Texas
$1.37M -$2.87M -7,467 -68%
EFG
1033
Everhart Financial Group
Ohio
$1.36M +$25.3K +66 +2%
NL
1034
NWAM LLC
Washington
$1.35M +$2.69K +7 +0.2%
PA
1035
Perennial Advisors
New York
$1.35M +$45.7K +119 +4%
CIA
1036
Choate Investment Advisors
Massachusetts
$1.35M +$155K +404 +13%
BFO
1037
Boston Family Office
Massachusetts
$1.35M +$216K +563 +20%
IC
1038
Inverness Counsel
New York
$1.35M – – –
BBNB
1039
Baker Boyer National Bank
Washington
$1.33M +$1.48M +3,843 New
CP
1040
Castleview Partners
Texas
$1.33M +$1.3M +3,386 New
CAI
1041
Capital Advisors Inc
Oklahoma
$1.32M +$177K +460 +16%
SKK
1042
Shepherd Kaplan Krochuk
Massachusetts
$1.31M +$270K +703 +27%
HFM
1043
Harvest Fund Management
China
$1.31M – – –
LS
1044
Leelyn Smith
Illinois
$1.31M – – –
RFA
1045
Radnor Financial Advisors
Pennsylvania
$1.31M +$265K +691 +26%
NAG
1046
Northstar Advisory Group
New Jersey
$1.3M +$4.61K +12 +0.4%
FC
1047
Forte Capital
New York
$1.3M -$37.2K -97 -3%
RIA
1048
Realta Investment Advisors
Delaware
$1.29M +$547K +1,426 +76%
WA1
1049
Wimmer Associates 1
California
$1.28M – – –
FMTC
1050
Farmers & Merchants Trust Company
California
$1.28M -$269K -700 -18%
40 41
42
43 44