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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1226
Goodwin Investment Advisory
Georgia
$3.13M -$849K -2,075 -22%
GAM
1227
Gotham Asset Management
New York
$3.13M +$2.52M +6,160 +611%
SHF
1228
Stage Harbor Financial
Massachusetts
$3.12M +$2.93M +7,149 New
SAM
1229
Silvercrest Asset Management
New York
$3.12M +$1.21M +2,949 +70%
BPFA
1230
Barnes Pettey Financial Advisors
Mississippi
$3.11M +$28.7K +70 +1%
OSAM
1231
O'Shaughnessy Asset Management
Connecticut
$3.1M -$61.4K -150 -2%
PAM
1232
Peak Asset Management
Colorado
$3.1M +$362K +884 +14%
FCA
1233
Fortis Capital Advisors
Kansas
$3.09M -$163K -399 -5%
SW
1234
Simplicity Wealth
New Jersey
$3.09M +$1.01M +2,467 +53%
BCM
1235
Becker Capital Management
Oregon
$3.09M – – –
1WM
1236
1900 Wealth Management
Texas
$3.08M +$349K +853 +14%
SPP
1237
Single Point Partners
Massachusetts
$3.07M -$692K -1,690 -19%
CCA
1238
Clarity Capital Advisors
Florida
$3.07M +$2.88M +7,032 New
FWA
1239
FOCUS Wealth Advisors
Texas
$3.07M +$108K +265 +4%
CCP
1240
Clarkston Capital Partners
Michigan
$3.07M +$86.8K +212 +3%
SF
1241
Safeguard Financial
Wisconsin
$3.06M -$81.5K -199 -3%
ADL
1242
Asset Dedication LLC
California
$3.05M -$104K -254 -4%
CBFP
1243
Cedar Brook Financial Partners
Ohio
$3.05M +$1.88M +4,595 +194%
PF
1244
Phoenix Financial
Israel
$3.04M +$16.4K +40 +0.7%
EL
1245
EWA LLC
Pennsylvania
$3.02M -$689K -1,682 -20%
ZIM
1246
Zacks Investment Management
Illinois
$2.99M +$426K +1,040 +18%
CWM
1247
Concentric Wealth Management
California
$2.99M -$323K -788 -10%
BFO
1248
Biltmore Family Office
North Carolina
$2.98M -$651K -1,589 -19%
IIC
1249
Integrated Investment Consultants
Michigan
$2.98M +$4.91K +12 +0.2%
FSA
1250
Fort Sheridan Advisors
Illinois
$2.95M +$420K +1,027 +18%
48 49
50
51 52