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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
1601
Baker Boyer National Bank
Washington
$1.65M +$13K +27 +0.8%
PAM
1602
PVG Asset Management
Colorado
$1.65M +$1.59M +3,305 New
JFGIW
1603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.65M +$2.41K +5 +0.2%
WE
1604
Wealth Effects
Massachusetts
$1.65M +$9.62K +20 +0.6%
HA
1605
HFG Advisors
Ohio
$1.65M -$151K -313 -9%
MWM
1606
Maripau Wealth Management
Indiana
$1.64M +$256K +532 +19%
PWS
1607
Peterson Wealth Services
Utah
$1.64M -$252K -524 -14%
CC
1608
Courier Capital
New York
$1.63M -$11.9M -24,633 -88%
BW
1609
BIP Wealth
Georgia
$1.63M -$38.5K -80 -2%
CIAS
1610
CFS Investment Advisory Services
New Jersey
$1.63M +$1.56M +3,249 New
FRA
1611
Frank Rimerman Advisors
California
$1.62M +$962 +2 +0.1%
WA
1612
WP Advisors
California
$1.62M +$24.1K +50 +2%
CWM
1613
CIBC World Markets
New York
$1.62M -$37.5K -78 -2%
NWM
1614
Northwest Wealth Management
Iowa
$1.61M -$122K -254 -7%
RFS
1615
Retirement Financial Solutions
Tennessee
$1.61M -$3.37K -7 -0.2%
AAS
1616
Annex Advisory Services
Wisconsin
$1.6M +$12K +25 +0.8%
IAS
1617
Investment Advisory Services
Texas
$1.6M +$125K +260 +9%
AA
1618
Alesco Advisors
New York
$1.6M -$6.74K -14 -0.4%
JWM
1619
Jessup Wealth Management
Ohio
$1.6M -$41.4K -86 -3%
FWM
1620
Fortress Wealth Management
California
$1.59M – – –
OWM
1621
Orgel Wealth Management
Wisconsin
$1.59M +$65.9K +137 +5%
AFA
1622
AA Financial Advisors
Ohio
$1.58M +$130K +271 +9%
FCB
1623
First County Bank
Connecticut
$1.58M -$91.9K -191 -6%
HCM
1624
HMS Capital Management
Tennessee
$1.58M – – –
OAS
1625
Optivise Advisory Services
Tennessee
$1.58M +$1.52M +3,150 New
63 64
65
66 67