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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
$5.8M -$1.17M -2,151 -17%
AWAG
1202
ARS Wealth Advisors Group
Florida
$5.78M -$111K -205 -2%
RIP
1203
Reliant Investment Partners
North Carolina
$5.76M +$5.79M +10,693 New
DA
1204
Detalus Advisors
Missouri
$5.73M -$22.7K -42 -0.4%
HPM
1205
Hoxton Planning & Management
West Virginia
$5.73M -$24.9K -46 -0.4%
JSAM
1206
J. Safra Asset Management
New York
$5.73M +$5.73M +10,585 New
PIFP
1207
Partners in Financial Planning
Virginia
$5.72M -$68.2K -126 -1%
EFL
1208
ERn Financial LLC
Wisconsin
$5.71M -$205K -379 -3%
MTWM
1209
Masso Torrence Wealth Management
New Jersey
$5.7M -$652K -1,203 -10%
JWA
1210
JFS Wealth Advisors
Pennsylvania
$5.69M -$196K -362 -3%
FB
1211
Finward Bancorp
Indiana
$5.68M +$5.71M +10,551 New
WMA
1212
West Michigan Advisors
Michigan
$5.67M +$244K +451 +4%
RIM
1213
Rockbridge Investment Management
New York
$5.66M -$39.5K -73 -0.7%
BCMLT
1214
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.65M +$108K +200 +2%
PRI
1215
Prepared Retirement Institute
Pennsylvania
$5.65M +$667K +1,232 +13%
MCM
1216
Mattern Capital Management
Colorado
$5.64M – – –
MP
1217
McDonald Partners
Ohio
$5.63M – – –
LI
1218
Louisbourg Investments
New Brunswick, Canada
$5.6M +$458K +846 +9%
FAT
1219
First American Trust
California
$5.59M +$1.85M +3,423 +49%
CFS
1220
CRA Financial Services
New Jersey
$5.59M +$1.04M +1,914 +23%
BONH
1221
Bank of New Hampshire
New Hampshire
$5.58M +$173K +320 +3%
FGWP
1222
Founders Grove Wealth Partners
Virginia
$5.57M +$5.6M +10,337 New
PNC
1223
Park National Corp
Ohio
$5.57M -$414K -765 -7%
ACM
1224
Advisors Capital Management
New Jersey
$5.56M +$996K +1,839 +22%
WIP
1225
WealthCare Investment Partners
Rhode Island
$5.56M -$43.3K -80 -0.8%
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