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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1101
Platform Technology Partners
New York
$1.17M -$395K -974 -25%
BCIM
1102
Bishop & Co Investment Management
Pennsylvania
$1.16M – – –
WCA
1103
Windsor Creek Advisors
Vermont
$1.16M +$4.06K +10 +0.3%
GFS
1104
GYL Financial Synergies
Connecticut
$1.16M +$245K +604 +26%
OCM
1105
Osterweis Capital Management
California
$1.15M – – –
SAM
1106
SignalPoint Asset Management
Missouri
$1.15M +$12.2K +30 +1%
IWA
1107
Intercontinental Wealth Advisors
Texas
$1.15M -$129K -318 -10%
NFG
1108
Nations Financial Group
Iowa
$1.15M +$188K +464 +19%
FWI
1109
Facet Wealth Inc
Maryland
$1.15M +$265K +654 +29%
CWP
1110
Curated Wealth Partners
California
$1.15M +$797K +1,965 +210%
RIL
1111
Rothschild Investment LLC
Illinois
$1.14M -$45.4K -112 -4%
VCAM
1112
Van Cleef Asset Management
Ohio
$1.14M +$17.4K +43 +2%
GWM
1113
Geneos Wealth Management
Colorado
$1.14M +$91.3K +225 +9%
GLLW
1114
Graves Light Lenhart Wealth
Virginia
$1.14M – – –
OA
1115
Oxbow Advisors
Texas
$1.13M – – –
BP
1116
BBR Partners
New York
$1.13M -$31.2K -77 -3%
FNFDCM
1117
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12M – – –
MPW
1118
Monterey Private Wealth
California
$1.12M +$7.3K +18 +0.6%
AIC
1119
Archer Investment Corporation
Indiana
$1.12M +$45.4K +112 +4%
BO
1120
BRR OpCo
Ohio
$1.12M -$8.52K -21 -0.7%
CA
1121
Continuum Advisory
Idaho
$1.12M +$77.9K +192 +7%
IFG
1122
Investors Financial Group
Minnesota
$1.11M +$125K +307 +12%
RC
1123
Rinet Company
Massachusetts
$1.1M +$406 +1 +0%
SA
1124
SRH Advisors
Kansas
$1.1M +$52.7K +130 +5%
CPIA
1125
Cornell Pochily Investment Advisors
New York
$1.1M +$406 +1 +0%
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