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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.58M +$161K +351 +12%
JWM
1577
Jessup Wealth Management
Ohio
$1.58M +$165K +360 +12%
BBNB
1578
Baker Boyer National Bank
Washington
$1.58M +$13.7K +30 +0.9%
WE
1579
Wealth Effects
Massachusetts
$1.58M -$14.2K -31 -0.9%
SAG
1580
SageView Advisory Group
California
$1.57M -$18.9M -41,226 -56%
W
1581
Wealthquest
Ohio
$1.57M +$130K +283 +9%
SM
1582
Sensible Money
Arizona
$1.56M +$22.9K +50 +2%
SFP
1583
Sandbox Financial Partners
Maryland
$1.56M +$552K +1,206 +59%
FRA
1584
Frank Rimerman Advisors
California
$1.56M +$4.12K +9 +0.3%
GIA
1585
Guyasuta Investment Advisors
Pennsylvania
$1.55M – – –
NC
1586
Napatree Capital
Rhode Island
$1.55M +$205K +449 +15%
AA
1587
Alesco Advisors
New York
$1.55M +$604K +1,319 +69%
RFS
1588
Retirement Financial Solutions
Tennessee
$1.55M -$115K -251 -7%
HS
1589
Horan Securities
United States
$1.54M -$167K -365 -10%
JC
1590
JB Capital
Connecticut
$1.54M +$38.9K +85 +3%
WA
1591
WP Advisors
California
$1.54M +$188K +410 +15%
SPWM
1592
Schrum Private Wealth Management
Florida
$1.53M +$85.1K +186 +6%
DWM
1593
Destination Wealth Management
California
$1.53M -$133K -290 -8%
D
1594
Diversified
Delaware
$1.53M +$8.7K +19 +0.6%
CAAS
1595
Capital Asset Advisory Services
Michigan
$1.53M -$464K -1,013 -24%
AAS
1596
Annex Advisory Services
Wisconsin
$1.53M +$577K +1,260 +66%
OWM
1597
OneAscent Wealth Management
Alabama
$1.53M +$147K +321 +11%
FWM
1598
Fortress Wealth Management
California
$1.53M – – –
NCM
1599
Novare Capital Management
North Carolina
$1.52M +$1.44M +3,156 New
HCM
1600
HMS Capital Management
Tennessee
$1.52M -$63.2K -138 -4%
62 63
64
65 66