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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1601
Sabal Trust
Florida
$876K +$830K +2,152 New
CNBTD
1602
Citizens National Bank Trust Department
Mississippi
$876K -$21.2K -55 -2%
FMTC
1603
Farmers & Merchants Trust Company
California
$876K – – –
SIA
1604
SkyView Investment Advisors
New Jersey
$873K – – –
FCAG
1605
First Capital Advisors Group
New Jersey
$873K – – –
JWA
1606
JFS Wealth Advisors
Pennsylvania
$872K +$211K +548 +34%
RDFA
1607
Ritter Daniher Financial Advisory
Ohio
$871K -$3.47K -9 -0.4%
CWS
1608
Confluence Wealth Services
Pennsylvania
$871K +$1.93K +5 +0.2%
LWMG
1609
Levy Wealth Management Group
Pennsylvania
$868K – – –
RCAG
1610
Rehmann Capital Advisory Group
Michigan
$868K -$55.9K -145 -6%
WF
1611
Wayfinding Financial
Washington
$868K +$309K +802 +63%
IAS
1612
Investment Advisory Services
Texas
$865K -$44K -114 -5%
CC
1613
Cannell & Co
New York
$863K +$11.6K +30 +1%
PFA
1614
Plotkin Financial Advisors
Maryland
$859K +$6.56K +17 +0.8%
IFA
1615
Index Fund Advisors
California
$855K -$7.33K -19 -0.9%
WA
1616
WP Advisors
California
$852K -$121K -314 -13%
FPCG
1617
Forum Private Client Group
Indiana
$851K -$18.9K -49 -2%
WA1
1618
Wimmer Associates 1
California
$846K – – –
SFG
1619
Sather Financial Group
Texas
$841K – – –
GSIAS
1620
Garden State Investment Advisory Services
New Jersey
$840K +$15K +39 +2%
NP
1621
NorthRock Partners
Minnesota
$838K -$419K -1,087 -35%
GP
1622
Greenline Partners
New York
$836K – – –
GIS
1623
Grayhawk Investment Strategies
Alberta, Canada
$835K +$694K +1,800 +720%
GLLW
1624
Graves Light Lenhart Wealth
Virginia
$830K +$9.26K +24 +1%
EIA
1625
Edgemoor Investment Advisors
Maryland
$826K – – –
63 64
65
66 67