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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1301
R.M. Davis Inc
Maine
$1.24M -$159K -389 -12%
BIA
1302
BHK Investment Advisors
Alabama
$1.24M – – –
IAA
1303
Ironsides Asset Advisors
North Carolina
$1.24M -$22.5K -55 -2%
IWA
1304
Intercontinental Wealth Advisors
Texas
$1.23M +$4.91K +12 +0.4%
FPCG
1305
Fort Pitt Capital Group
Pennsylvania
$1.23M -$142K -347 -10%
EI
1306
Ellevest Inc
New York
$1.23M -$259K -632 -18%
OSAM
1307
O'Shaughnessy Asset Management
Connecticut
$1.22M +$242K +590 +25%
OA
1308
Oxbow Advisors
Texas
$1.22M -$22.1K -54 -2%
MHB
1309
Midwest Heritage Bank
Iowa
$1.21M +$216K +527 +22%
GLLW
1310
Graves Light Lenhart Wealth
Virginia
$1.21M +$10.6K +26 +0.9%
VC
1311
Veery Capital
Delaware
$1.21M +$109K +266 +10%
BDF
1312
Balasa Dinverno & Foltz
$1.2M -$22.1K -54 -2%
TPA
1313
Trivium Point Advisory
Connecticut
$1.18M -$27.8K -68 -2%
RCAG
1314
Rehmann Capital Advisory Group
Michigan
$1.18M -$20.9K -51 -2%
TAM
1315
Tocqueville Asset Management
New York
$1.18M -$385K -940 -25%
FB
1316
First Bancorp
Maine
$1.18M -$363K -887 -24%
MPW
1317
Monterey Private Wealth
California
$1.18M +$3.27K +8 +0.3%
AFM
1318
Andesa Financial Management
Pennsylvania
$1.18M +$69.6K +170 +6%
EF
1319
Exeter Financial
Arizona
$1.17M +$201K +491 +21%
BCM
1320
Bayesian Capital Management
New York
$1.17M +$1.16M +2,826 New
JWM
1321
Janiczek Wealth Management
Colorado
$1.17M -$6.14K -15 -0.5%
GC
1322
Gratus Capital
Georgia
$1.17M -$1.23K -3 -0.1%
OBWG
1323
Onyx Bridge Wealth Group
New York
$1.16M -$123K -300 -9%
CA
1324
CGN Advisors
Kansas
$1.16M -$1.65M -4,042 -59%
JSW
1325
Journey Strategic Wealth
New Jersey
$1.16M +$1.86M +4,553 New
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