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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1151
Cooper/Haims Advisors
New York
$1.84M -$45.9K -112 -2%
FPB
1152
First PREMIER Bank
South Dakota
$1.84M +$193K +471 +12%
WLPWM
1153
Walled Lake Planning & Wealth Management
Illinois
$1.84M -$304K -742 -14%
WFA
1154
WMG Financial Advisors
Tennessee
$1.82M +$10.2K +25 +0.6%
QC
1155
Quent Capital
New York
$1.81M +$1.38M +3,364 +335%
NWM
1156
Northwest Wealth Management
Iowa
$1.81M +$6.14K +15 +0.3%
EAM
1157
Evanson Asset Management
California
$1.8M +$414K +1,011 +30%
ATIA
1158
American Trust Investment Advisors
New Hampshire
$1.8M +$99.1K +242 +6%
VFP
1159
Verus Financial Partners
Virginia
$1.8M +$1.23K +3 +0.1%
BMM
1160
Buffington Mohr McNeal
Idaho
$1.79M -$8.6K -21 -0.5%
AIM
1161
Avity Investment Management
Connecticut
$1.79M – – –
HKAM
1162
Horizon Kinetics Asset Management
New York
$1.78M -$22.1K -54 -1%
HWM
1163
Howard Wealth Management
Connecticut
$1.76M +$87.6K +214 +5%
MAM
1164
Meeder Asset Management
Ohio
$1.76M – – –
BFA
1165
Beacon Financial Advisory
Ohio
$1.76M +$105K +256 +6%
BFO
1166
Boston Family Office
Massachusetts
$1.76M +$234K +572 +16%
WA
1167
Wealthstream Advisors
New York
$1.76M +$3.68K +9 +0.2%
WI
1168
WBI Investments
New Jersey
$1.76M +$1.76M +4,291 New
AA
1169
Advisory Alpha
Michigan
$1.75M +$212K +517 +14%
ACA
1170
Aptus Capital Advisors
Alabama
$1.75M -$31.5K -77 -2%
SFPG
1171
Stonebridge Financial Planning Group
Florida
$1.75M +$7.78K +19 +0.5%
WA
1172
Waddell & Associates
Tennessee
$1.75M +$804K +1,963 +87%
FBA
1173
Front Barnett Associates
Illinois
$1.74M – – –
LW
1174
Linscomb Wealth
Texas
$1.72M -$40.9K -100 -2%
ACM
1175
Absolute Capital Management
Pennsylvania
$1.71M +$491K +1,199 +41%
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