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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
1601
Allen Mooney & Barnes Investment Advisors
Georgia
$5.57M +$125K +187 +2%
MIM
1602
MetLife Investment Management
New Jersey
$5.56M – – –
RWM
1603
RKL Wealth Management
Pennsylvania
$5.54M -$233K -350 -4%
JEST
1604
JTC Employer Solutions Trustee
Jersey
$5.53M – – –
SOS
1605
Silver Oak Securities
Tennessee
$5.53M +$383K +575 +8%
WA
1606
WESPAC Advisors
California
$5.49M +$7.33K +11 +0.1%
FDCP
1607
Foster Dykema Cabot & Partners
Massachusetts
$5.47M -$99.3K -149 -2%
IF
1608
Intrua Financial
Texas
$5.47M +$187K +281 +4%
BWAM
1609
Boyd Watterson Asset Management
Ohio
$5.46M – – –
WA
1610
Wealth Architects
California
$5.46M +$1.58M +2,371 +43%
FFG
1611
Fortune Financial Group
Florida
$5.46M +$4.65M +6,970 +716%
AI
1612
Accredited Investors
Minnesota
$5.44M +$395K +593 +8%
FWA
1613
Fulcrum Wealth Advisors
Washington
$5.42M -$62.7K -94 -1%
KC
1614
Kinloch Capital
Virginia
$5.41M +$1.67M +2,509 +47%
MPWT
1615
MassMutual Private Wealth & Trust
Connecticut
$5.4M -$160K -240 -3%
SMDAM
1616
Sumitomo Mitsui DS Asset Management
Japan
$5.38M -$274K -411 -5%
DP
1617
Denver PWM
Colorado
$5.38M -$1.9M -2,843 -27%
XWM
1618
Xcel Wealth Management
Florida
$5.38M -$266K -399 -5%
PPW
1619
Pasadena Private Wealth
California
$5.38M +$124K +186 +2%
LKBC
1620
L.K. Benson & Company
Maryland
$5.36M +$23.3K +35 +0.5%
TPI
1621
Trust Point Inc
Wisconsin
$5.35M +$566K +849 +12%
GCM
1622
Genus Capital Management
British Columbia, Canada
$5.35M -$1.08M -1,614 -17%
SGI
1623
Summit Global Investments
Utah
$5.35M +$1.77M +2,650 +52%
MW
1624
Maia Wealth
Colorado
$5.33M +$245K +368 +5%
MAS
1625
Meeder Advisory Services
Ohio
$5.33M -$1.38M -2,070 -21%
63 64
65
66 67