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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
1526
Triasima Portfolio Management
Quebec, Canada
$3.88M +$176K +335 +5%
SSA
1527
SSA Swiss Advisors
$3.88M -$1.24M -2,366 -26%
VWA
1528
VSM Wealth Advisory
Maryland
$3.87M +$301K +573 +9%
FPL
1529
Fortress Private Ledger
North Carolina
$3.86M +$229K +435 +7%
PSP
1530
Principal Street Partners
Tennessee
$3.84M +$1.78M +3,384 +100%
CA
1531
CV Advisors
Florida
$3.84M – – –
AWM
1532
Avondale Wealth Management
Texas
$3.84M +$183K +349 +5%
EFG
1533
Everhart Financial Group
Ohio
$3.84M +$838K +1,594 +31%
CWM
1534
Cornerstone Wealth Management
Missouri
$3.84M +$46.2K +88 +1%
WEG
1535
World Equity Group
Illinois
$3.83M +$660K +1,256 +23%
BA
1536
Bristlecone Advisors
Washington
$3.83M +$16.8K +32 +0.5%
FF
1537
Farnam Financial
Arizona
$3.82M +$1.43M +2,723 +68%
APIM
1538
Agate Pass Investment Management
Washington
$3.81M +$126K +239 +4%
SC
1539
Syon Capital
California
$3.79M -$459K -874 -12%
TI
1540
Truepoint Inc
Ohio
$3.78M -$189K -359 -5%
HCPC
1541
Hamilton Capital Partners (Canada)
$3.78M +$3.5M +6,653 New
SIA
1542
SeaBridge Investment Advisors
New Jersey
$3.77M -$957K -1,821 -22%
CW
1543
Channel Wealth
California
$3.77M -$17.9K -34 -0.5%
WA
1544
Wealthstream Advisors
New York
$3.76M -$8.41K -16 -0.2%
PPW
1545
Pasadena Private Wealth
California
$3.73M -$1.05M -2,006 -23%
CA
1546
Cullinan Associates
Kentucky
$3.73M -$662K -1,260 -16%
MBTD
1547
Mechanics Bank - Trust Department
California
$3.72M +$78.3K +149 +2%
DL
1548
DOHJ LLC
Washington
$3.69M +$3.94M +7,497 New
PPWM
1549
Paragon Private Wealth Management
Kentucky
$3.69M -$92K -175 -3%
SCA
1550
Sage Capital Advisors
South Dakota
$3.68M -$84.6K -161 -2%
60 61
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63 64