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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1226
Winning Points Advisors
Florida
$761K – – –
KFC
1227
Klingenstein Fields & Co
New York
$758K – – –
SC
1228
Sawyer & Company
Massachusetts
$754K -$6.14K -16 -0.8%
NEWAS
1229
N.E.W. Advisory Services
Wisconsin
$754K +$69.5K +181 +10%
PB
1230
Pinnacle Bancorp
Nebraska
$751K -$9.6K -25 -1%
GEA
1231
Glen Eagle Advisors
New Jersey
$740K +$2.69K +7 +0.4%
1IA
1232
1834 Investment Advisors
Wisconsin
$740K -$80.6K -210 -10%
WTFG
1233
Wells Trecaso Financial Group
Ohio
$738K – – –
CHA
1234
Carmichael Hill & Associates
Maryland
$737K +$22.3K +58 +3%
OBWG
1235
Onyx Bridge Wealth Group
New York
$733K -$9.21K -24 -1%
CIA
1236
Covington Investment Advisors
Pennsylvania
$730K – – –
GKWIM
1237
Gerber Kawasaki Wealth & Investment Management
California
$723K +$102K +265 +17%
TNB
1238
Thomasville National Bank
Georgia
$721K -$183K -476 -21%
WA
1239
Winfield Associates
Ohio
$721K -$76.8K -200 -10%
FANJ
1240
Financial Architects (New Jersey)
New Jersey
$721K +$174K +454 +33%
RCWMU
1241
Rothschild & Co Wealth Management (UK)
United Kingdom
$720K +$61K +159 +10%
GGS
1242
Galvin Gaustad & Stein
Arizona
$718K -$7.68K -20 -1%
TTWM
1243
TCV Trust & Wealth Management
Virginia
$715K – – –
CFG
1244
Cooper Financial Group
California
$713K -$120K -313 -15%
RWP
1245
RWA Wealth Partners
Massachusetts
$711K +$21.1K +55 +3%
HDIM
1246
Hanson & Doremus Investment Management
Vermont
$708K – – –
SFSIG
1247
San Francisco Sentry Investment Group
California
$707K – – –
HF
1248
Halpern Financial
Virginia
$707K +$74.9K +195 +12%
RFN
1249
RDA Financial Network
Iowa
$706K -$13.8K -36 -2%
AIA
1250
Arcadia Investment Advisors
Idaho
$704K -$768 -2 -0.1%
48 49
50
51 52