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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1501
Kinloch Capital
Virginia
$5.58M -$31.7K -51 -0.6%
VRM
1502
Vectors Research Management
New York
$5.58M +$828K +1,332 +18%
BIM
1503
Baldwin Investment Management
Pennsylvania
$5.57M +$45.4K +73 +0.8%
ESB
1504
Essex Savings Bank
Connecticut
$5.57M -$561K -903 -9%
MAWA
1505
Moss Adams Wealth Advisors
Washington
$5.56M +$108K +174 +2%
TWP
1506
Tyche Wealth Partners
Texas
$5.54M +$474K +763 +9%
RLWM
1507
RF&L Wealth Management
Massachusetts
$5.53M +$160K +257 +3%
CRC
1508
Curi RMB Capital
Illinois
$5.53M +$1.05M +1,684 +24%
EFG
1509
Everhart Financial Group
Ohio
$5.53M +$567K +912 +12%
CFP
1510
Comprehensive Financial Planning
Pennsylvania
$5.53M +$61.5K +99 +1%
QP
1511
Quartz Partners
New York
$5.51M -$49.7K -80 -0.9%
SL
1512
Sentinus LLC
Illinois
$5.51M +$606K +975 +12%
DG
1513
Dala Group
Illinois
$5.49M +$5.44M +8,755 New
WPP
1514
Whalerock Point Partners
Rhode Island
$5.49M +$156K +251 +3%
AMCA
1515
Arthur M. Cohen & Associates
Illinois
$5.46M +$3.11K +5 +0.1%
LFS
1516
Legacy Financial Strategies
Kansas
$5.46M -$55.3K -89 -1%
SIS
1517
Strategic Investment Solutions
Illinois
$5.45M -$1.26M -2,030 -19%
WSCM
1518
Wellington Shields Capital Management
New York
$5.45M +$349K +561 +7%
SIA
1519
Schear Investment Advisers
Ohio
$5.45M -$902K -1,451 -14%
VR
1520
Valued Retirements
Texas
$5.44M +$563K +906 +12%
FCA
1521
Fortis Capital Advisors
Kansas
$5.43M +$154K +248 +3%
FFG
1522
Fortune Financial Group
Florida
$5.42M +$5.35M +8,605 New
NWP
1523
NerdWallet Wealth Partners
New York
$5.42M +$18.6K +30 +0.3%
MPCL
1524
My Personal CFO LLC
Washington
$5.4M +$5.36M +8,618 New
KCA
1525
Kastel Capital Advisors
Massachusetts
$5.4M +$5.35M +8,608 New
59 60
61
62 63