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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1601
Accredited Investors
Minnesota
$5.44M +$395K +593 +8%
FWA
1602
Fulcrum Wealth Advisors
Washington
$5.42M -$62.7K -94 -1%
KC
1603
Kinloch Capital
Virginia
$5.41M +$1.67M +2,509 +47%
MPWT
1604
MassMutual Private Wealth & Trust
Connecticut
$5.4M -$160K -240 -3%
SMDAM
1605
Sumitomo Mitsui DS Asset Management
Japan
$5.38M -$274K -411 -5%
DP
1606
Denver PWM
Colorado
$5.38M -$1.9M -2,843 -27%
XWM
1607
Xcel Wealth Management
Florida
$5.38M -$266K -399 -5%
PPW
1608
Pasadena Private Wealth
California
$5.38M +$124K +186 +2%
LKBC
1609
L.K. Benson & Company
Maryland
$5.36M +$23.3K +35 +0.5%
TPI
1610
Trust Point Inc
Wisconsin
$5.35M +$566K +849 +12%
GCM
1611
Genus Capital Management
British Columbia, Canada
$5.35M -$1.08M -1,614 -17%
SGI
1612
Summit Global Investments
Utah
$5.35M +$1.77M +2,650 +52%
MW
1613
Maia Wealth
Colorado
$5.33M +$245K +368 +5%
MAS
1614
Meeder Advisory Services
Ohio
$5.33M -$1.38M -2,070 -21%
SWM
1615
Sagace Wealth Management
Florida
$5.32M +$118K +177 +2%
SHFG
1616
S Harris Financial Group
Texas
$5.32M -$31.3K -47 -0.6%
JGUA
1617
John G. Ullman & Associates
New York
$5.31M +$743K +1,114 +17%
SFWC
1618
Strategic Family Wealth Counselors
New Jersey
$5.3M +$459K +688 +10%
LEA
1619
Legacy Edge Advisors
New York
$5.28M -$51.3K -77 -1%
AWA
1620
Aaron Wealth Advisors
Illinois
$5.25M -$187K -280 -4%
PWM
1621
Penobscot Wealth Management
Maine
$5.24M -$343K -515 -6%
CWM
1622
Consultiva Wealth Management
Puerto Rico
$5.23M +$1.19M +1,781 +31%
APW
1623
Aventura Private Wealth
Florida
$5.23M +$101K +151 +2%
CLIP
1624
Colter Lewis Investment Partners
Connecticut
$5.23M +$64K +96 +1%
VIP
1625
Viewpoint Investment Partners
Alberta, Canada
$5.23M +$853K +1,280 +20%
63 64
65
66 67