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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1426
Boyd Watterson Asset Management
Ohio
$4.59M – – –
SOS
1427
Silver Oak Securities
Tennessee
$4.59M +$404K +769 +11%
KIM
1428
Kestra Investment Management
Texas
$4.58M +$334K +635 +9%
JEST
1429
JTC Employer Solutions Trustee
Jersey
$4.58M -$411K -782 -9%
CT
1430
Caldwell Trust
Florida
$4.57M – – –
JCM
1431
Jacobi Capital Management
Pennsylvania
$4.57M -$70.9K -135 -2%
SGI
1432
Summit Global Investments
Utah
$4.56M +$3.86M +7,340 +1,067%
DRP
1433
Decker Retirement Planning
Utah
$4.55M +$4.2M +7,989 +34,735%
LWM
1434
Liberty Wealth Management
California
$4.53M -$40.5K -77 -1%
RCWM
1435
Red Crane Wealth Management
California
$4.53M +$266K +507 +7%
VCM
1436
Vivaldi Capital Management
Illinois
$4.53M -$145K -276 -3%
PWM
1437
Penobscot Wealth Management
Maine
$4.53M -$1.34M -2,555 -24%
APW
1438
Aventura Private Wealth
Florida
$4.53M -$45.2K -86 -1%
JGIA
1439
Jackson Grant Investment Advisers
Connecticut
$4.53M +$42K +80 +1%
GCA
1440
Gradient Capital Advisors
California
$4.52M -$2.63K -5 -0.1%
PCG
1441
PFC Capital Group
California
$4.52M +$2.17M +4,130 +108%
CWA
1442
Capital Wealth Alliance
Arizona
$4.5M +$77.8K +148 +2%
MDA
1443
Minot DeBlois Advisors
Massachusetts
$4.49M +$93.5K +178 +2%
SLI
1444
Sumitomo Life Insurance
Japan
$4.49M -$6.62M -12,600 -61%
TWM
1445
Tradition Wealth Management
Minnesota
$4.47M +$542K +1,031 +15%
SAW
1446
Signal Advisors Wealth
Michigan
$4.47M -$426K -811 -9%
EWA
1447
Etesian Wealth Advisors
Oregon
$4.46M +$170K +323 +4%
WAM
1448
Worth Asset Management
Texas
$4.46M +$1.23M +2,332 +42%
FOFP
1449
Fee-Only Financial Planning
South Carolina
$4.44M +$184K +350 +5%
VR
1450
Valued Retirements
Texas
$4.42M +$180K +342 +5%
56 57
58
59 60