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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
1301
Arrowroot Family Office
California
$4.77M -$653K -1,206 -12%
ES
1302
Eagle Strategies
New York
$4.76M +$74.7K +138 +2%
ACA
1303
Atlas Capital Advisors
Wyoming
$4.75M +$3.73M +6,883 +355%
BIM
1304
Baldwin Investment Management
Pennsylvania
$4.74M +$4.77M +8,799 New
MC
1305
Moors & Cabot
Massachusetts
$4.74M +$374K +690 +9%
IA
1306
Insight Advisors
Pennsylvania
$4.74M +$256K +473 +6%
EFS
1307
Essex Financial Services
Connecticut
$4.74M +$32.5K +60 +0.7%
GCM
1308
Generation Capital Management
New York
$4.72M +$4.75M +8,765 New
SIA
1309
SeaBridge Investment Advisors
New Jersey
$4.7M +$4.5M +8,305 +2,001%
LWA
1310
Ledgewood Wealth Advisors
New Hampshire
$4.68M +$542 +1 +0%
FDCP
1311
Foster Dykema Cabot & Partners
Massachusetts
$4.66M -$53.1K -98 -1%
LFS
1312
Legacy Financial Strategies
Kansas
$4.64M +$200K +370 +4%
MA
1313
Modus Advisors
Minnesota
$4.63M -$478K -882 -9%
JCM
1314
Jacobi Capital Management
Pennsylvania
$4.63M -$105K -194 -2%
IWM
1315
IMG Wealth Management
Florida
$4.61M +$4.63M +8,550 New
GWA
1316
GGM Wealth Advisors
Maryland
$4.6M +$453K +837 +11%
MWM
1317
Merriman Wealth Management
Washington
$4.59M -$14.1K -26 -0.3%
CWM
1318
Capital Wealth Management
Rhode Island
$4.59M +$230K +424 +5%
BCM
1319
BTC Capital Management
Iowa
$4.58M – – –
WPP
1320
Whalerock Point Partners
Rhode Island
$4.58M +$26K +48 +0.6%
SWM
1321
Sagace Wealth Management
Florida
$4.57M +$22.2K +41 +0.5%
A
1322
Allianz
Germany
$4.56M – – –
TWP
1323
Tyche Wealth Partners
Texas
$4.56M -$128K -237 -3%
IA
1324
Integrity Alliance
Iowa
$4.55M +$4.57M +8,442 New
MAMG
1325
Milestone Asset Management Group
Connecticut
$4.55M +$4.57M +8,436 New
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