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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
1251
RF&L Wealth Management
Massachusetts
$3.66M +$160K +332 +5%
CCM
1252
Cambridge Capital Management
Illinois
$3.66M +$1.17M +2,436 +50%
PI
1253
PFG Investments
New York
$3.65M +$437K +908 +14%
SNB
1254
Security National Bank
Nebraska
$3.64M – – –
TI
1255
Truepoint Inc
Ohio
$3.63M -$338K -702 -9%
WIM
1256
Warwick Investment Management
Texas
$3.63M +$116K +242 +3%
RIM
1257
RW Investment Management
Idaho
$3.62M +$256K +533 +8%
FWA
1258
FOCUS Wealth Advisors
Texas
$3.56M – – –
FIC
1259
Family Investment Center
Missouri
$3.52M -$149K -310 -4%
BMCM
1260
Bryn Mawr Capital Management
Pennsylvania
$3.5M +$21.7K +45 +0.6%
BA
1261
Bristlecone Advisors
Washington
$3.5M -$90.9K -189 -3%
SIM
1262
Stratos Investment Management
Ohio
$3.5M +$458K +952 +16%
ML
1263
McAdam LLC
Pennsylvania
$3.48M +$167K +348 +5%
KOC
1264
Koss-Olinger Consulting
Florida
$3.48M +$2.94M +6,115 +731%
KAS
1265
KPP Advisory Services
Kentucky
$3.46M +$265K +550 +9%
CWM
1266
Concentric Wealth Management
California
$3.46M +$6.26K +13 +0.2%
BFO
1267
Biltmore Family Office
North Carolina
$3.46M +$29.4K +61 +0.9%
SGWM
1268
Sterling Group Wealth Management
California
$3.44M +$2.19M +4,560 +197%
S
1269
SignatureFD
Georgia
$3.43M +$684K +1,422 +26%
AI
1270
Auour Investments
Massachusetts
$3.42M -$102K -212 -3%
HIIFS
1271
Harel Insurance Investments & Financial Services
Israel
$3.42M -$816K -1,696 -20%
KWM
1272
Keebeck Wealth Management
Illinois
$3.41M +$66.9K +139 +2%
GIA
1273
Goodwin Investment Advisory
Georgia
$3.4M -$27.4K -57 -0.8%
SBIA
1274
Sheaff Brock Investment Advisors
Indiana
$3.39M +$78.9K +164 +2%
TL
1275
Tradewinds LLC
North Carolina
$3.39M +$3.26M +6,776 New
49 50
51
52 53