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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1301
August Group Capital
$7.59M +$246K +393 +3%
QCG
1302
Quadrant Capital Group
Ohio
$7.58M +$266K +425 +3%
KCP
1303
Kera Capital Partners
California
$7.58M -$30K -48 -0.4%
KWS
1304
Keystone Wealth Services
California
$7.57M -$141K -226 -2%
PAA
1305
Peregrine Asset Advisers
Oregon
$7.56M +$668K +1,068 +9%
HIIFS
1306
Harel Insurance Investments & Financial Services
Israel
$7.55M -$2.83M -4,526 -26%
OFG
1307
Oxford Financial Group
Indiana
$7.53M +$6.25K +10 +0.1%
PFS
1308
Prospect Financial Services
New York
$7.53M +$796K +1,272 +11%
JPG
1309
Jordan Park Group
California
$7.53M +$1.81M +2,898 +30%
HAG
1310
HighPoint Advisor Group
Illinois
$7.53M -$92.6K -148 -1%
TP
1311
TritonPoint Partners
Maryland
$7.52M -$179K -287 -2%
SWA
1312
Sax Wealth Advisors
New Jersey
$7.5M -$451K -721 -6%
LSIA
1313
LaSalle St. Investment Advisors
Illinois
$7.48M -$515K -824 -6%
RIM
1314
RW Investment Management
Idaho
$7.48M +$7.83M +12,516 New
FPH
1315
Financial Planning Hawaii
Hawaii
$7.48M -$166K -266 -2%
BBVA
1316
Banco Bilbao Vizcaya Argentaria
Spain
$7.45M +$37.5K +60 +0.5%
SAM
1317
Sequent Asset Management
Texas
$7.44M -$659K -1,053 -8%
SC
1318
SouthState Corp
Florida
$7.42M +$2.46M +3,940 +46%
BBPWM
1319
Blue Bell Private Wealth Management
Pennsylvania
$7.42M +$714K +1,141 +10%
RF
1320
Rossby Financial
Florida
$7.41M +$5.61M +8,971 +269%
MAMG
1321
Milestone Asset Management Group
Connecticut
$7.39M +$366K +585 +5%
BST
1322
Bath Savings Trust
Maine
$7.39M +$2.11M +3,374 +38%
FFM
1323
Forum Financial Management
Illinois
$7.39M +$72.5K +116 +0.9%
GKWIM
1324
Gerber Kawasaki Wealth & Investment Management
California
$7.39M +$308K +492 +4%
CWM
1325
Centurion Wealth Management
Virginia
$7.38M +$1.12M +1,794 +17%
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