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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1076
Phillips Wealth Planners
Mississippi
$3.3M +$373K +913 +12%
KA
1077
Klingman & Associates
New York
$3.29M +$9.4K +23 +0.3%
FFG
1078
Frisch Financial Group
New York
$3.28M -$212K -518 -6%
LC
1079
Lindbrook Capital
California
$3.27M -$487K -1,191 -13%
B
1080
Bensler
Washington
$3.26M +$232K +567 +7%
AIM
1081
AMI Investment Management
Indiana
$3.26M -$274K -669 -7%
EDRH
1082
Edmond de Rothschild Holding
Switzerland
$3.25M +$3.13M +7,650 +1,214%
DBRC
1083
D.B. Root & Company
Pennsylvania
$3.25M +$422K +1,033 +14%
MFA
1084
Mayflower Financial Advisors
Massachusetts
$3.24M -$1.42M -3,464 -30%
WPP
1085
Whalerock Point Partners
Rhode Island
$3.23M +$15.9K +39 +0.5%
TP
1086
Tranquility Partners
Tennessee
$3.22M +$310K +757 +10%
MFG
1087
MidWestOne Financial Group
Iowa
$3.22M +$187K +458 +6%
AWMNH
1088
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.21M -$1.58M -3,859 -32%
ESB
1089
Essex Savings Bank
Connecticut
$3.21M -$78.9K -193 -2%
RWM
1090
RKL Wealth Management
Pennsylvania
$3.2M +$198K +484 +6%
AWM
1091
Axxcess Wealth Management
California
$3.19M +$2.29M +5,602 +222%
CCM
1092
Chilton Capital Management
Texas
$3.18M +$33.9K +83 +1%
BWAM
1093
Boyd Watterson Asset Management
Ohio
$3.18M – – –
JGUA
1094
John G. Ullman & Associates
New York
$3.15M -$119K -291 -4%
CCFM
1095
Clear Creek Financial Management
Washington
$3.15M +$320K +782 +11%
AP
1096
Americana Partners
Texas
$3.14M +$50.3K +123 +2%
FIC
1097
Family Investment Center
Missouri
$3.13M -$73.6K -180 -2%
AI
1098
Auour Investments
Massachusetts
$3.12M -$341K -834 -10%
PIA
1099
Panoramic Investment Advisors
Colorado
$3.12M +$3.24M +7,935 New
CAM
1100
Cozad Asset Management
Illinois
$3.11M +$247K +605 +8%
42 43
44
45 46