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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1201
AMI Investment Management
Indiana
$3.91M -$53.5K -117 -1%
RFP
1202
Root Financial Partners
California
$3.91M +$2.95M +6,451 +383%
BWAM
1203
Boyd Watterson Asset Management
Ohio
$3.89M – – –
PAM
1204
Peak Asset Management
Colorado
$3.88M +$443K +969 +14%
LI
1205
Louisbourg Investments
New Brunswick, Canada
$3.86M +$186K +407 +5%
FFH
1206
Fairfax Financial Holdings
Ontario, Canada
$3.85M -$14.6M -32,000 -80%
TI
1207
Truepoint Inc
Ohio
$3.83M -$6.22M -13,585 -63%
PMG
1208
ProVise Management Group
Florida
$3.82M -$2.15M -4,689 -37%
FWP
1209
FAS Wealth Partners
Kansas
$3.81M +$38.4K +84 +1%
B
1210
Bensler
Washington
$3.81M +$6.41K +14 +0.2%
PWA
1211
Primoris Wealth Advisors
Florida
$3.78M +$221K +482 +7%
NCTC
1212
New Covenant Trust Company
Indiana
$3.76M +$3.58M +7,831 New
PIA
1213
Panoramic Investment Advisors
Colorado
$3.76M +$53.1K +116 +2%
CA
1214
Continuum Advisory
Idaho
$3.75M -$1.47M -3,221 -29%
CWP
1215
CFM Wealth Partners
Texas
$3.75M +$82.4K +180 +2%
LFS
1216
Legacy Financial Strategies
Kansas
$3.73M -$128K -280 -3%
AIM
1217
Avity Investment Management
Connecticut
$3.72M +$15.1K +33 +0.4%
FOFP
1218
Fee-Only Financial Planning
South Carolina
$3.7M -$41.2K -90 -1%
IBOK
1219
Independence Bank of Kentucky
Kentucky
$3.69M -$2.46M -5,368 -41%
SWA
1220
Strategies Wealth Advisors
Michigan
$3.69M +$1.58M +3,453 +82%
GSIS
1221
Global Strategic Investment Solutions
Arizona
$3.66M +$3.66K +8 +0.1%
1WM
1222
1900 Wealth Management
Texas
$3.65M +$247K +539 +8%
PRI
1223
Prepared Retirement Institute
Pennsylvania
$3.65M -$384K -840 -10%
RI
1224
Ridgewood Investments
New Jersey
$3.64M +$40.3K +88 +1%
TRCT
1225
Tower Research Capital (TRC)
New York
$3.64M -$3.23M -7,067 -48%
47 48
49
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