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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1651
Key Client Fiduciary Advisors
New Jersey
$1.5M +$343K +712 +31%
DC
1652
Darrow Company
Massachusetts
$1.5M – – –
NI
1653
NDVR Inc
Massachusetts
$1.5M -$41.4K -86 -3%
FWM
1654
Foguth Wealth Management
Michigan
$1.5M +$425K +884 +42%
SI
1655
Stonekeep Investments
New Mexico
$1.5M +$1.44M +2,991 New
DWM
1656
Destination Wealth Management
California
$1.49M -$95.8K -199 -6%
HCM
1657
Hengehold Capital Management
Ohio
$1.49M +$664K +1,380 +86%
WAOI
1658
Wealth Advisors of Iowa
Iowa
$1.48M +$2.5M +5,191 New
BFC
1659
Bedel Financial Consulting
Indiana
$1.47M +$44.3K +92 +3%
BAAM
1660
Baker Avenue Asset Management
California
$1.47M -$73.1K -152 -5%
GWM
1661
GSB Wealth Management
Connecticut
$1.47M +$80.4K +167 +6%
VCAM
1662
Van Cleef Asset Management
Ohio
$1.46M – – –
BCA
1663
Bray Capital Advisors
Florida
$1.46M +$481 +1 +0%
WF
1664
Welch & Forbes
Massachusetts
$1.46M -$746K -1,550 -35%
TTWM
1665
TCV Trust & Wealth Management
Virginia
$1.46M – – –
HPIA
1666
Hamilton Point Investment Advisors
North Carolina
$1.46M – – –
CFP
1667
Cascade Financial Partners
California
$1.45M -$870K -1,809 -38%
DWP
1668
Destiny Wealth Partners
Florida
$1.45M +$1.4M +2,908 New
PPW
1669
Parcion Private Wealth
Washington
$1.45M -$318K -660 -19%
ACP
1670
Aviance Capital Partners
Florida
$1.44M +$364K +756 +36%
VFIC
1671
Valley Forge Investment Consultants
Pennsylvania
$1.44M – – –
MGWM
1672
Marks Group Wealth Management
Minnesota
$1.43M +$61.1K +127 +5%
FWA
1673
FSM Wealth Advisors
Ohio
$1.43M -$16.4K -34 -1%
W
1674
Wealthquest
Ohio
$1.43M -$200K -416 -13%
VWM
1675
Vigilare Wealth Management
Arizona
$1.43M +$927K +1,926 +208%
65 66
67
68 69