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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1101
McDonald Partners
Ohio
$5.22M – – –
AFO
1102
Arrowroot Family Office
California
$5.21M -$500K -1,039 -9%
CFO
1103
Custos Family Office
Texas
$5.2M +$4.46M +9,270 +820%
PS
1104
Principal Securities
Iowa
$5.2M +$864K +1,796 +21%
OFS
1105
Orrstown Financial Services
Pennsylvania
$5.2M -$74.1K -154 -1%
FA
1106
Fermata Advisors
California
$5.16M +$131K +273 +3%
TPM
1107
Triasima Portfolio Management
Quebec, Canada
$5.16M -$38K -79 -0.8%
RWM
1108
Raffa Wealth Management
District of Columbia
$5.16M +$363K +754 +8%
HWMO
1109
Heritage Wealth Management (Ohio)
Ohio
$5.14M +$4.85M +10,072 New
WB
1110
West Bancorporation
Iowa
$5.11M +$353K +733 +8%
TPI
1111
Trust Point Inc
Wisconsin
$5.11M +$30.8K +64 +0.6%
AIS
1112
American Investment Services
Massachusetts
$5.1M +$97.7K +203 +2%
MA
1113
Modus Advisors
Minnesota
$5.08M -$190K -395 -4%
HPM
1114
Hoxton Planning & Management
West Virginia
$5.07M -$16.8K -35 -0.3%
GCL
1115
Gouws Capital LLC
North Carolina
$5.02M +$7.22K +15 +0.1%
CWA
1116
Canvas Wealth Advisors
Kansas
$5.02M -$388K -807 -7%
WMA
1117
West Michigan Advisors
Michigan
$5.02M -$109K -227 -2%
RIM
1118
Rockbridge Investment Management
New York
$5M -$40.4K -84 -0.8%
FCCM
1119
First City Capital Management
Georgia
$4.98M +$1.21M +2,507 +34%
SIC
1120
Sigma Investment Counselors
Michigan
$4.97M -$191K -397 -4%
SAM
1121
Silvercrest Asset Management
New York
$4.95M +$562K +1,168 +13%
BONH
1122
Bank of New Hampshire
New Hampshire
$4.92M -$148K -307 -3%
AIM
1123
Anchor Investment Management
South Carolina
$4.92M +$145K +301 +3%
BL
1124
BFSG LLC
California
$4.92M +$276K +573 +6%
TCOO
1125
Trust Company of Oklahoma
Oklahoma
$4.89M +$4.33K +9 +0.1%
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