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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
1201
Resource Management
Louisiana
$729K +$54.6K +154 +8%
FSA
1202
Fort Sheridan Advisors
Illinois
$727K +$193K +544 +37%
CBT
1203
Central Bank & Trust
Kentucky
$720K – – –
SAM
1204
SP Asset Management
California
$720K +$55K +155 +9%
BHBT
1205
Burke & Herbert Bank & Trust
Virginia
$719K -$66.3K -187 -9%
BL
1206
BFSG LLC
California
$718K +$128K +362 +22%
FSWA
1207
Financial Synergies Wealth Advisors
Texas
$717K – – –
CNC
1208
Canandaigua National Corp
New York
$712K +$352K +994 +103%
SFP
1209
Strategic Financial Partners
Oregon
$711K +$61.3K +173 +10%
OWM
1210
Orgel Wealth Management
Wisconsin
$706K +$45K +127 +7%
CFAM
1211
Center For Asset Management
Florida
$706K +$687K +1,937 New
PB
1212
Pinnacle Bancorp
Nebraska
$704K +$355 +1 +0.1%
SC
1213
Sawyer & Company
Massachusetts
$704K +$73.4K +207 +12%
EIP
1214
Ellis Investment Partners
Pennsylvania
$704K +$77K +217 +13%
WPA
1215
Winning Points Advisors
Florida
$704K +$151K +426 +28%
WAS
1216
Wealth Advisory Solutions
Indiana
$704K +$685K +1,933 New
ML
1217
McAdam LLC
Pennsylvania
$701K -$792K -2,234 -54%
KFC
1218
Klingenstein Fields & Co
New York
$701K +$461K +1,300 +208%
AP
1219
Americana Partners
Texas
$698K +$680K +1,917 New
GCM
1220
Gables Capital Management
Florida
$696K +$663K +1,871 +4,678%
MWA
1221
MFA Wealth Advisors
Pennsylvania
$688K – – –
WTFG
1222
Wells Trecaso Financial Group
Ohio
$683K – – –
GEA
1223
Glen Eagle Advisors
New Jersey
$683K +$41.1K +116 +7%
OBWG
1224
Onyx Bridge Wealth Group
New York
$682K +$23.4K +66 +4%
GAM
1225
Griffin Asset Management
New York
$680K -$200K -563 -23%
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