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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1101
Columbus Macro
Pennsylvania
$7.38M -$9.73K -18 -0.1%
KP
1102
Kitching Partners
Pennsylvania
$7.37M +$2.55M +4,724 +49%
SWM
1103
SeaCrest Wealth Management
New York
$7.35M +$243K +450 +3%
CFD
1104
Creative Financial Designs
Indiana
$7.3M +$47K +87 +0.6%
AWM
1105
Activest Wealth Management
Florida
$7.29M -$2.7M -4,996 -26%
RZH
1106
Relyea Zuckerberg Hanson
Connecticut
$7.27M +$109K +201 +1%
LWM
1107
Luminvest Wealth Management
Arizona
$7.25M -$1.38M -2,553 -15%
PL
1108
Parthenon LLC
Kentucky
$7.23M -$54.1K -100 -0.7%
DDC
1109
DF Dent & Co
Maryland
$7.21M – – –
BONH
1110
Bank of New Hampshire
New Hampshire
$7.16M +$1.93M +3,579 +35%
WFPG
1111
Waller Financial Planning Group
Ohio
$7.16M -$898K -1,661 -11%
PAM
1112
Peak Asset Management
Colorado
$7.14M -$5.41K -10 -0.1%
STCOSD
1113
Sageworth Trust Company of South Dakota
South Dakota
$7.14M +$1.35M +2,497 +22%
KCP
1114
Kera Capital Partners
California
$7.13M -$102K -189 -1%
SAM
1115
Sequent Asset Management
Texas
$7.11M -$647K -1,197 -8%
CFS
1116
CRA Financial Services
New Jersey
$7.11M +$1.87M +3,467 +33%
NSAM
1117
North Star Asset Management
Wisconsin
$7.11M +$301K +556 +4%
PRP
1118
Peak Retirement Planning
Ohio
$7.09M +$586K +1,084 +9%
BNMT
1119
Bawa N Mallick Trust
New York
$7.09M – – –
CAS
1120
Coppell Advisory Solutions
Texas
$7.07M +$91.9K +170 +1%
MWA
1121
Midland Wealth Advisors
Illinois
$7.04M -$391K -723 -5%
JSW
1122
Journey Strategic Wealth
New Jersey
$7.04M +$800K +1,480 +12%
TI
1123
Tidal Investments
Wisconsin
$7.04M -$3.28M -6,064 -31%
RIM
1124
RW Investment Management
Idaho
$7.02M +$2.24M +4,142 +43%
DIA
1125
Dana Investment Advisors
Wisconsin
$6.99M -$403K -746 -5%
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