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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1151
Mitchell Sinkler & Starr
Pennsylvania
$10.1M +$830K +1,336 +9%
SCA
1152
STALEY CAPITAL ADVISERS
Pennsylvania
$10.1M +$25.5K +41 +0.3%
FWM
1153
Fonville Wealth Management
Virginia
$10.1M -$337K -542 -3%
BCG
1154
Breakwater Capital Group
New Jersey
$10.1M -$1.07M -1,722 -10%
SWM
1155
SeaCrest Wealth Management
New York
$10.1M +$326K +525 +3%
TWM
1156
Thrive Wealth Management
Pennsylvania
$10.1M -$26.1K -42 -0.3%
LSPW
1157
Lake Street Private Wealth
Illinois
$10.1M +$1.88M +3,024 +23%
PI
1158
PFG Investments
New York
$10M +$306K +493 +3%
EFA
1159
Evernest Financial Advisors
Indiana
$10M -$300K -483 -3%
NF
1160
NavPoint Financial
Minnesota
$10M +$256K +412 +3%
RFP
1161
Root Financial Partners
California
$10M +$125K +201 +1%
RSEWM
1162
River's Edge Wealth Management
Pennsylvania
$9.98M +$9.89M +15,916 New
BFS
1163
Bradley Foster & Sargent
Connecticut
$9.93M -$1.51M -2,423 -13%
WWA
1164
Wealth Watch Advisors
Colorado
$9.84M +$352K +567 +4%
HWM
1165
HighMark Wealth Management
Minnesota
$9.84M -$14.3K -23 -0.1%
IC
1166
Iconiq Capital
California
$9.82M +$30.5K +49 +0.3%
MHIC
1167
Marble Harbor Investment Counsel
Massachusetts
$9.81M -$746K -1,200 -7%
TW
1168
Traveka Wealth
California
$9.81M -$461K -742 -5%
HW
1169
HORAN Wealth
Ohio
$9.79M +$3.98M +6,410 +70%
TA
1170
Tactive Advisors
Florida
$9.7M -$357K -574 -4%
NB
1171
NBT Bank
New York
$9.69M +$39.8K +64 +0.4%
OP
1172
Oath Planning
Oklahoma
$9.67M +$9.59M +15,426 New
UB
1173
UMB Bank
Missouri
$9.67M +$2.59M +4,167 +37%
KFG
1174
Kingdom Financial Group
Arizona
$9.64M +$8.57M +13,791 +873%
RIA
1175
Regal Investment Advisors
Michigan
$9.64M -$1.78M -2,859 -16%
45 46
47
48 49