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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1151
Independent Wealth Network
Iowa
$1.82M +$93.7K +222 +6%
FNBT
1152
FineMark National Bank & Trust
Florida
$1.81M +$423K +1,002 +32%
CA
1153
Crewe Advisors
Utah
$1.8M +$201K +477 +13%
MFG
1154
MidWestOne Financial Group
Iowa
$1.79M +$421K +997 +32%
ATIA
1155
American Trust Investment Advisors
New Hampshire
$1.79M +$118K +280 +7%
RWP
1156
Revolve Wealth Partners
New Jersey
$1.78M +$1.73M +4,088 New
AWA
1157
Arkadios Wealth Advisors
Georgia
$1.78M +$427K +1,012 +33%
SAM
1158
SP Asset Management
California
$1.78M +$2.11K +5 +0.1%
MIA
1159
MMBG Investment Advisors
Florida
$1.77M +$1.71M +4,045 New
KPW
1160
Kore Private Wealth
New York
$1.76M +$78.1K +185 +5%
ECG
1161
EPIQ Capital Group
California
$1.76M +$11.8K +28 +0.7%
HWM
1162
Howard Wealth Management
Connecticut
$1.76M +$17.3K +41 +1%
EGA
1163
E&G Advisors
Texas
$1.75M – – –
BFA
1164
Beacon Financial Advisory
Ohio
$1.74M +$844 +2 +0.1%
GWM
1165
GSB Wealth Management
Connecticut
$1.74M +$135K +320 +9%
FPB
1166
First PREMIER Bank
South Dakota
$1.73M – – –
AWM
1167
Abound Wealth Management
Tennessee
$1.72M +$1.67M +3,951 New
WA
1168
WBH Advisory
Maryland
$1.71M -$96.7K -229 -6%
SFPG
1169
Stonebridge Financial Planning Group
Florida
$1.71M +$14.8K +35 +0.8%
LSA
1170
Lion Street Advisors
Texas
$1.7M -$19.4K -46 -1%
NS
1171
Newman & Schimel
Illinois
$1.69M +$9.29K +22 +0.6%
CA
1172
Calton & Associates
Florida
$1.69M +$50.7K +120 +3%
SAM
1173
S.A. Mason
Michigan
$1.69M +$272K +645 +20%
VCM
1174
Violich Capital Management
California
$1.69M +$47.7K +113 +3%
LRIA
1175
Leonard Rickey Investment Advisors
Washington
$1.68M +$38K +90 +2%
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