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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1476
Nicolet Advisory Services
Wisconsin
$803K +$420K +1,025 +111%
WPA
1477
Winning Points Advisors
Florida
$803K +$791K +1,933 New
LA
1478
LVW Advisors
New York
$801K -$1.17M -2,865 -60%
KFC
1479
Klingenstein Fields & Co
New York
$799K – – –
KIA
1480
KCM Investment Advisors
California
$798K +$140K +343 +22%
WAM
1481
Weinberger Asset Management
California
$797K +$46.3K +113 +6%
FCG
1482
Financial Connections Group
California
$797K – – –
MCM
1483
McRae Capital Management
New Jersey
$796K +$179K +437 +30%
WIP
1484
WealthCare Investment Partners
Rhode Island
$796K +$519K +1,268 +185%
WIC
1485
Whitegate Investment Counselors
New Hampshire
$795K – – –
GEA
1486
Glen Eagle Advisors
New Jersey
$794K +$11.9K +29 +2%
CA
1487
CapWealth Advisors
Tennessee
$792K -$61K -149 -7%
CFO
1488
Colony Family Offices
North Carolina
$789K +$778K +1,901 New
HC
1489
Hamilton Capital
Ohio
$787K -$443K -1,083 -36%
DTC
1490
Davidson Trust Company
Washington
$785K +$61K +149 +9%
CCM
1491
Canal Capital Management
Virginia
$780K +$769K +1,879 New
DCM
1492
DGS Capital Management
New Jersey
$772K +$301K +736 +66%
OWM
1493
OneAscent Wealth Management
Alabama
$764K +$753K +1,840 New
TTWM
1494
TCV Trust & Wealth Management
Virginia
$763K – – –
DSC
1495
Duncker Streett & Co
Missouri
$761K -$93.7K -229 -11%
OCM
1496
Orser Capital Management
Texas
$760K +$446K +1,090 +147%
BBNB
1497
Baker Boyer National Bank
Washington
$760K +$749K +1,830 New
SPWM
1498
Schrum Private Wealth Management
Florida
$754K -$23.7K -58 -3%
TNB
1499
Thomasville National Bank
Georgia
$754K – – –
AWM
1500
Accel Wealth Management
Iowa
$751K -$583K -1,425 -44%
58 59
60
61 62