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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1201
EPIQ Capital Group
California
$1.4M – – –
FWCM
1202
Ferguson Wellman Capital Management
Oregon
$1.4M +$151K +400 +11%
PAM
1203
Peak Asset Management
Colorado
$1.39M +$67.8K +180 +5%
CFO
1204
Colony Family Offices
North Carolina
$1.39M +$789K +2,095 +110%
EGA
1205
E&G Advisors
Texas
$1.39M – – –
CBT
1206
Central Bank & Trust
Kentucky
$1.39M +$742K +1,969 +97%
DS
1207
DRW Securities
Illinois
$1.39M -$981K -2,604 -39%
DI
1208
DFPG Investments
Utah
$1.39M +$431K +1,144 +41%
PWS
1209
Peterson Wealth Services
Utah
$1.38M +$254K +675 +20%
SOS
1210
Silver Oak Securities
Tennessee
$1.38M +$409K +1,085 +40%
CCP
1211
Corient Capital Partners
California
$1.37M +$44.1K +117 +3%
PGF
1212
Plan Group Financial
Oklahoma
$1.37M +$1.45M +3,849 New
NFG
1213
Nations Financial Group
Iowa
$1.37M +$165K +437 +12%
FIB
1214
First Interstate Bank
Montana
$1.36M +$1.24M +3,282 +506%
MC
1215
Moors & Cabot
Massachusetts
$1.36M -$7.16K -19 -0.5%
PPWM
1216
Paragon Private Wealth Management
Kentucky
$1.36M +$27.9K +74 +2%
TSWM
1217
Tyler-Stone Wealth Management
Ohio
$1.34M +$6.4K +17 +0.4%
BBNB
1218
Baker Boyer National Bank
Washington
$1.33M +$758K +2,013 +110%
ZIG
1219
Zullo Investment Group
Pennsylvania
$1.31M – – –
DFC
1220
DBK Financial Counsel
Ohio
$1.31M +$775K +2,057 +119%
AL
1221
ACAS LLC
California
$1.31M -$77.2K -205 -6%
W
1222
Wealthquest
Ohio
$1.31M -$275K -730 -16%
PPW
1223
PACK Private Wealth
Minnesota
$1.31M – – –
PAS
1224
Professional Advisory Services
Florida
$1.3M +$741K +1,967 +110%
PWG
1225
Private Wealth Group
Florida
$1.3M – – –
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