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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1476
EagleClaw Capital Management
Massachusetts
$911K – – –
CWM
1477
Cherrydale Wealth Management
New Jersey
$910K -$3.59M -10,167 -80%
MWP
1478
Meridian Wealth Partners
Pennsylvania
$908K +$47.7K +135 +6%
IAG
1479
Investment Advisory Group
Massachusetts
$908K +$403K +1,140 +79%
SIM
1480
Sterling Investment Management
Arizona
$908K +$311K +879 +52%
RFG
1481
RFP Financial Group
Georgia
$906K +$911K +2,580 New
CGA
1482
Crescent Grove Advisors
Illinois
$900K +$272K +771 +43%
SC
1483
Sawyer & Company
Massachusetts
$897K +$385K +1,091 +75%
LA
1484
Latitude Advisors
Florida
$896K +$160K +453 +22%
AC
1485
AIFG Consultants
New York
$891K +$896K +2,535 New
BCP
1486
Berkeley Capital Partners
Georgia
$888K +$477K +1,351 +115%
SAS
1487
SMI Advisory Services
Indiana
$887K – – –
TNB
1488
Thomasville National Bank
Georgia
$886K +$250K +707 +39%
MTC
1489
McDaniel Terry & Co
Texas
$882K +$886K +2,509 New
RRCM
1490
Rappaport Reiches Capital Management
Illinois
$881K +$2.12K +6 +0.2%
AA
1491
AlphaQ Advisors
Florida
$881K +$886K +2,508 New
BFC
1492
Bedel Financial Consulting
Indiana
$881K -$26.8K -76 -3%
CBT
1493
Central Bank & Trust
Kentucky
$879K +$169K +477 +24%
KWILP
1494
Kiwi Wealth Investments Limited Partnership
New Zealand
$878K +$883K +2,499 New
MPW
1495
Melone Private Wealth
Michigan
$877K +$707 +2 +0.1%
DWA
1496
Douglass Winthrop Advisors
New York
$868K +$7.77K +22 +0.9%
FAM
1497
Formidable Asset Management
Ohio
$867K – – –
GI
1498
Gradient Investments
Minnesota
$865K +$127K +360 +17%
BW
1499
Bison Wealth
Georgia
$865K -$56.2K -159 -6%
CWM
1500
Collaborative Wealth Management
Florida
$861K -$66.1K -187 -7%
58 59
60
61 62