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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1251
Main Street Financial Solutions
Pennsylvania
$1.64M -$157K -427 -9%
FBA
1252
Front Barnett Associates
Illinois
$1.62M -$25.7K -70 -2%
MPWT
1253
MassMutual Private Wealth & Trust
Connecticut
$1.61M -$10.4M -28,340 -87%
MBT
1254
Montecito Bank & Trust
California
$1.61M +$603K +1,643 +62%
BST
1255
Bath Savings Trust
Maine
$1.61M +$246K +672 +19%
CAC
1256
Certified Advisory Corp
Florida
$1.59M -$44K -120 -3%
WP
1257
WealthShield Partners
North Carolina
$1.58M +$20.2K +55 +1%
HWM
1258
Howard Wealth Management
Connecticut
$1.58M -$62K -169 -4%
ZIG
1259
Zullo Investment Group
Pennsylvania
$1.58M +$36.7K +100 +2%
CWA
1260
Clearview Wealth Advisors
Oregon
$1.57M -$1.53M -4,165 -50%
LSA
1261
Lion Street Advisors
Texas
$1.57M +$111K +304 +8%
CHA
1262
Carmichael Hill & Associates
Maryland
$1.57M +$124K +338 +9%
RIS
1263
Retirement Income Solutions
Michigan
$1.56M +$627K +1,709 +70%
DAM
1264
Derbend Asset Management
Georgia
$1.56M -$12.5K -34 -0.8%
DWM
1265
Destination Wealth Management
California
$1.56M -$325K -886 -18%
HKAM
1266
Horizon Kinetics Asset Management
New York
$1.55M +$191K +521 +14%
BWA
1267
Burt Wealth Advisors
Maryland
$1.55M -$2.93K -8 -0.2%
SWA
1268
Strategies Wealth Advisors
Michigan
$1.55M -$25.3K -69 -2%
YWS
1269
Yarger Wealth Strategies
Ohio
$1.55M -$78.1K -213 -5%
LFA
1270
LifeGuide Financial Advisors
Pennsylvania
$1.55M – – –
WA
1271
WBH Advisory
Maryland
$1.55M +$1.51M +4,115 New
EGA
1272
E&G Advisors
Texas
$1.55M – – –
FIB
1273
First Interstate Bank
Montana
$1.53M -$163K -445 -10%
HS
1274
Horan Securities
United States
$1.53M +$92.8K +253 +7%
CIA
1275
Capital Investment Advisors
Georgia
$1.53M +$317K +865 +27%
49 50
51
52 53