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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1051
Clark Asset Management
New Hampshire
$11.7M +$344K +550 +3%
VCM
1052
Viewpoint Capital Management
Washington
$11.7M – – –
HA
1053
Hyposwiss Advisors
$11.7M – – –
FFO
1054
Fortitude Family Office
Arizona
$11.7M -$6.88K -11 -0.1%
SFFS
1055
Stonehage Fleming Financial Services
Jersey
$11.6M +$717K +1,146 +6%
GRA
1056
Golden Road Advisors
Florida
$11.6M -$139K -222 -1%
NEPWA
1057
New England Private Wealth Advisors
Massachusetts
$11.6M +$240K +383 +2%
SIA
1058
Soltis Investment Advisors
Utah
$11.5M +$312K +499 +3%
PGF
1059
Plan Group Financial
Oklahoma
$11.5M -$5.17M -8,263 -30%
PWS
1060
Pursuit Wealth Strategies
North Carolina
$11.5M +$45K +72 +0.4%
HP
1061
Hikari Power
Japan
$11.5M – – –
JMNC
1062
J. Mark Nickell & Co
Tennessee
$11.4M -$924K -1,477 -7%
NFG
1063
Nations Financial Group
Iowa
$11.4M +$1.64M +2,617 +16%
CS
1064
Cannell & Spears
New York
$11.4M -$809K -1,293 -6%
LPT
1065
Legacy Private Trust
Wisconsin
$11.4M -$33.1K -53 -0.3%
LWL
1066
Leo Wealth LLC
Texas
$11.4M +$1.44M +2,301 +14%
JIG
1067
Junk Investment Group
Maryland
$11.3M +$11.9M +18,992 New
PVI
1068
Pine Valley Investments
New Jersey
$11.3M +$321K +514 +3%
BBWP
1069
Beacon Bridge Wealth Partners
Pennsylvania
$11.3M -$163K -261 -1%
IBOK
1070
Independence Bank of Kentucky
Kentucky
$11.3M +$1.27M +2,038 +12%
WF
1071
WoodTrust Financial
Wisconsin
$11.3M -$4.12M -6,595 -26%
PIM
1072
Pullen Investment Management
Florida
$11.2M -$1.25K -2 -0%
WFA
1073
Websterrogers Financial Advisors
South Carolina
$11.2M +$445K +712 +4%
WLIM
1074
White Lighthouse Investment Management
Massachusetts
$11.2M +$111K +177 +0.9%
DCM
1075
Donaldson Capital Management
Indiana
$11.2M +$437K +698 +4%
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