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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
1426
Agate Pass Investment Management
Washington
$5.06M +$913K +1,549 +23%
LWM
1427
Liberty Wealth Management
California
$5.04M +$151K +256 +3%
SGFG
1428
Silver Grove Financial Group
New York
$5.02M +$4.83M +8,202 New
HA
1429
Hanover Advisors
South Carolina
$5.02M – – –
RCWM
1430
Red Crane Wealth Management
California
$5.01M +$117K +199 +2%
SIS
1431
Sound Income Strategies
Florida
$5.01M -$935K -1,586 -16%
SNB
1432
Security National Bank
Nebraska
$4.99M +$5.89K +10 +0.1%
WSCM
1433
Wellington Shields Capital Management
New York
$4.98M -$3.2M -5,423 -40%
XWM
1434
Xcel Wealth Management
Florida
$4.96M +$589 +1 +0%
BWAM
1435
Boyd Watterson Asset Management
Ohio
$4.95M – – –
RMDI
1436
R.M. Davis Inc
Maine
$4.95M +$546K +927 +13%
TWP
1437
Tyche Wealth Partners
Texas
$4.94M -$292K -495 -6%
JEST
1438
JTC Employer Solutions Trustee
Jersey
$4.93M – – –
JCM
1439
Jacobi Capital Management
Pennsylvania
$4.9M -$18.9K -32 -0.4%
EFG
1440
Everhart Financial Group
Ohio
$4.84M +$674K +1,144 +17%
HWA
1441
HCR Wealth Advisors
California
$4.84M +$174K +296 +4%
FAT
1442
First American Trust
California
$4.79M -$1.48M -2,515 -24%
FOFP
1443
Fee-Only Financial Planning
South Carolina
$4.78M – – –
BFO
1444
Biltmore Family Office
North Carolina
$4.78M +$38.9K +66 +0.9%
SL
1445
Sentinus LLC
Illinois
$4.78M +$156K +265 +4%
EWA
1446
Etesian Wealth Advisors
Oregon
$4.78M -$30.1K -51 -0.6%
IF
1447
Intrua Financial
Texas
$4.77M +$2.22M +3,759 +93%
MDA
1448
Minot DeBlois Advisors
Massachusetts
$4.76M -$79K -134 -2%
KWM
1449
Keebeck Wealth Management
Illinois
$4.75M +$17.7K +30 +0.4%
CFO
1450
Callan Family Office
Pennsylvania
$4.75M -$5.3K -9 -0.1%
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