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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1076
Waterfront Wealth
Kansas
$5.18M -$137K -300 -3%
WIP
1077
WealthCare Investment Partners
Rhode Island
$5.18M -$178K -390 -3%
KWS
1078
Keystone Wealth Services
California
$5.17M -$176K -384 -3%
KC
1079
Kinloch Capital
Virginia
$5.15M +$599K +1,309 +14%
AFO
1080
Allie Family Office
Florida
$5.14M – – –
CCB
1081
Cutter & Co Brokerage
Missouri
$5.13M +$391K +854 +9%
NS
1082
NBC Securities
Alabama
$5.12M +$358K +783 +8%
NAG
1083
Northstar Advisory Group
New Jersey
$5.12M +$539K +1,178 +12%
CAC
1084
Certified Advisory Corp
Florida
$5.11M +$1.4M +3,060 +40%
MA
1085
Modus Advisors
Minnesota
$5.08M -$1.14M -2,482 -19%
OFS
1086
Orrstown Financial Services
Pennsylvania
$5.07M +$4.83M +10,546 New
SI
1087
Saxon Interests
Texas
$5.06M -$618K -1,350 -11%
GJIA
1088
Glass Jacobson Investment Advisors
Maryland
$5.06M +$328K +716 +7%
DA
1089
Detalus Advisors
Missouri
$5.06M -$915 -2 -0%
WAG
1090
Wiser Advisor Group
Arizona
$5.05M +$26.1K +57 +0.5%
SIA
1091
Stegner Investment Associates
Kentucky
$5.03M – – –
MCM
1092
Mattern Capital Management
Colorado
$5.03M – – –
MP
1093
McDonald Partners
Ohio
$5.02M – – –
CWA
1094
Canvas Wealth Advisors
Kansas
$5.01M -$300K -656 -6%
TPM
1095
Triasima Portfolio Management
Quebec, Canada
$5M -$91.5K -200 -2%
KPWG
1096
KFA Private Wealth Group
Virginia
$5M +$1.09M +2,378 +30%
IFO
1097
Independent Family Office
New York
$4.99M +$205K +447 +5%
SIC
1098
Sigma Investment Counselors
Michigan
$4.96M +$141K +307 +3%
TCOV
1099
Trust Company of Vermont
Vermont
$4.93M +$279K +609 +6%
WMA
1100
West Michigan Advisors
Michigan
$4.91M +$437K +955 +10%
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