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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
1626
Helen Stephens Group
Texas
$1.82M +$53.4K +105 +3%
CW
1627
Channel Wealth
California
$1.82M -$275K -541 -14%
AWM
1628
Alterna Wealth Management
Texas
$1.82M +$914K +1,799 +109%
NRC
1629
New Republic Capital
North Carolina
$1.81M +$1.02K +2 +0.1%
AWM
1630
Ameliora Wealth Management
Switzerland
$1.81M +$917K +1,805 +111%
NCM
1631
Narwhal Capital Management
Georgia
$1.81M +$1.74M +3,428 New
TPA
1632
Trivium Point Advisory
Connecticut
$1.81M -$152K -299 -8%
FCM
1633
Fortis Capital Management
Washington
$1.8M -$45.7K -90 -3%
HKAM
1634
Horizon Kinetics Asset Management
New York
$1.79M -$20.3K -40 -1%
AT
1635
Arlington Trust
Alabama
$1.79M +$484K +952 +39%
DCM
1636
Donaldson Capital Management
Indiana
$1.79M +$461K +907 +36%
BBNB
1637
Baker Boyer National Bank
Washington
$1.79M +$44.7K +88 +3%
ITIM
1638
Indiana Trust & Investment Management
Indiana
$1.79M -$29.5K -58 -2%
AGWCA
1639
Annis Gardner Whiting Capital Advisors
Florida
$1.78M +$13.7K +27 +0.8%
APP
1640
Avantax Planning Partners
Iowa
$1.78M +$173K +341 +11%
HDIM
1641
Hanson & Doremus Investment Management
Vermont
$1.78M – – –
LRIA
1642
Leonard Rickey Investment Advisors
Washington
$1.77M +$15.8K +31 +0.9%
CA
1643
Calton & Associates
Florida
$1.77M +$438K +861 +34%
NC
1644
Napatree Capital
Rhode Island
$1.77M -$17.3K -34 -1%
LS
1645
Leelyn Smith
Illinois
$1.76M -$1.17M -2,305 -41%
CC
1646
Copperleaf Capital
North Carolina
$1.76M -$51.3K -101 -3%
ST
1647
Spinnaker Trust
Maine
$1.76M +$159K +312 +10%
BB
1648
Busey Bank
Illinois
$1.76M – – –
CB
1649
Chris Bulman
California
$1.76M +$1.05M +2,063 +163%
WE
1650
Wealth Effects
Massachusetts
$1.75M +$9.15K +18 +0.5%
64 65
66
67 68