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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1176
Moors & Cabot
Massachusetts
$1.68M +$1.15M +2,733 +245%
RIA
1177
Realta Investment Advisors
Delaware
$1.68M +$79.8K +189 +5%
ACA
1178
Atlas Capital Advisors
Wyoming
$1.67M -$165K -392 -9%
ZIG
1179
Zullo Investment Group
Pennsylvania
$1.66M +$1.6M +3,791 New
TAM
1180
Tocqueville Asset Management
New York
$1.65M -$6.33K -15 -0.4%
CCFCSB
1181
Cape Cod Five Cents Savings Bank
Massachusetts
$1.65M +$49.4K +117 +3%
PPW
1182
PACK Private Wealth
Minnesota
$1.65M +$1.59M +3,767 New
PWG
1183
Private Wealth Group
Florida
$1.64M -$195K -463 -11%
FB
1184
First Bancorp
Maine
$1.63M +$163K +387 +12%
AA
1185
Advisory Alpha
Michigan
$1.62M +$22.8K +54 +1%
PGA
1186
Portland Global Advisors
Maine
$1.62M +$41.8K +99 +3%
CCP
1187
Corient Capital Partners
California
$1.6M – – –
BFO
1188
Boston Family Office
Massachusetts
$1.6M +$53.6K +127 +4%
TSWM
1189
Tyler-Stone Wealth Management
Ohio
$1.6M +$1.54M +3,657 New
KWP
1190
Keystone Wealth Partners
Arizona
$1.59M +$1.54M +3,650 New
WF
1191
Welch & Forbes
Massachusetts
$1.58M – – –
BIA
1192
Benchmark Investment Advisors
Illinois
$1.58M +$1.53M +3,625 New
AL
1193
ACAS LLC
California
$1.58M – – –
ST
1194
Spinnaker Trust
Maine
$1.57M +$236K +560 +18%
PPWM
1195
Paragon Private Wealth Management
Kentucky
$1.57M +$1.52M +3,603 New
KOC
1196
Koss-Olinger Consulting
Florida
$1.57M -$1.3M -3,070 -46%
NWM
1197
Nauset Wealth Management
Connecticut
$1.57M +$1.52M +3,590 New
EI
1198
Ellevest Inc
New York
$1.56M +$701K +1,660 +86%
MWAM
1199
Manhattan West Asset Management
California
$1.56M +$1.51M +3,580 New
HSWM
1200
Hubbell Strickland Wealth Management
Louisiana
$1.55M +$14.4K +34 +1%
46 47
48
49 50