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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1451
Kitching Partners
Pennsylvania
$2.12M +$2.29K +5 +0.1%
WIC
1452
Woodmont Investment Counsel
Tennessee
$2.11M -$11K -24 -0.5%
RWM
1453
Ritholtz Wealth Management
New York
$2.11M +$195K +426 +11%
SCM
1454
Saxony Capital Management
Missouri
$2.1M +$266K +581 +15%
WFA
1455
WMG Financial Advisors
Tennessee
$2.1M – – –
NW
1456
Naviter Wealth
Arkansas
$2.1M +$745K +1,627 +59%
9WM
1457
9258 Wealth Management
Ohio
$2.08M +$26.1K +57 +1%
HA
1458
Harfst & Associates
Wyoming
$2.08M +$11.4K +25 +0.6%
SW
1459
SkyOak Wealth
Michigan
$2.07M +$49.9K +109 +3%
CICC
1460
Capital Investment Counsel (Colorado)
Colorado
$2.07M +$429K +937 +28%
PHIC
1461
Pine Haven Investment Counsel
Massachusetts
$2.07M -$225K -491 -10%
PWA
1462
Provenance Wealth Advisors
Florida
$2.07M +$5.03K +11 +0.3%
PCS
1463
Private Client Services
Kentucky
$2.07M -$38.4K -84 -2%
PIA
1464
Perennial Investment Advisors
California
$2.06M +$59K +129 +3%
RWP
1465
Revolve Wealth Partners
New Jersey
$2.04M +$46.2K +101 +2%
TC
1466
TAP Consulting
Missouri
$2.04M -$4.12K -9 -0.2%
FIM
1467
Freedom Investment Management
Connecticut
$2.04M +$1.3M +2,837 +202%
AWM
1468
Aries Wealth Management
Maine
$2.04M +$52.6K +115 +3%
SLC
1469
Second Line Capital
Louisiana
$2.03M +$343K +749 +22%
EFG
1470
Everhart Financial Group
Ohio
$2.03M +$276K +603 +17%
WP
1471
WMS Partners
Maryland
$2.02M -$1.83K -4 -0.1%
CMANY
1472
Capital Management Associates (New York)
New York
$2.02M -$119K -261 -6%
BDF
1473
Black Diamond Financial
Maryland
$2.02M – – –
ZIG
1474
Zullo Investment Group
Pennsylvania
$2.01M – – –
TFA
1475
Teamwork Financial Advisors
Texas
$2.01M +$43.5K +95 +2%
57 58
59
60 61