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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1701
Investors Asset Management of Georgia
Georgia
$1.24M +$915 +2 +0.1%
VBFP
1702
Valtinson Bruner Financial Planning
Minnesota
$1.23M +$13.7K +30 +1%
TCOT
1703
Trust Company of Toledo
Ohio
$1.22M +$169K +369 +17%
CT
1704
Clearstead Trust
Maine
$1.22M +$458 +1 +0%
SFP
1705
Strategic Financial Partners
Oregon
$1.22M +$10.5K +23 +0.9%
MIM
1706
Miller Investment Management
Pennsylvania
$1.22M +$1.16M +2,529 New
EA
1707
Evolution Advisers
Virginia
$1.22M +$33.9K +74 +3%
TFM
1708
TFC Financial Management
Massachusetts
$1.21M -$134K -293 -10%
EBT
1709
Enterprise Bank & Trust
Massachusetts
$1.2M -$9.15K -20 -0.8%
FCA
1710
FinTrust Capital Advisors
South Carolina
$1.2M – – –
RDWM
1711
Red Door Wealth Management
Tennessee
$1.19M -$370K -809 -25%
MM
1712
Meridian Management
Arkansas
$1.19M -$9.15K -20 -0.8%
CBOR
1713
Community Bank of Raymore
Missouri
$1.19M +$5.49K +12 +0.5%
CPA
1714
Clear Point Advisors
New York
$1.18M +$207K +453 +25%
HA
1715
HC Advisors
Georgia
$1.18M – – –
BHIA
1716
Birch Hill Investment Advisors
Massachusetts
$1.18M -$34.8K -76 -3%
SWM
1717
SFG Wealth Management
Maryland
$1.18M -$38.9K -85 -3%
AT
1718
Arlington Trust
Alabama
$1.18M – – –
MPW
1719
Melone Private Wealth
Michigan
$1.18M +$2.75K +6 +0.2%
GFL
1720
Granite FO LLC
New Hampshire
$1.17M -$137K -299 -12%
FWM
1721
Fairhaven Wealth Management
Illinois
$1.17M +$453K +990 +68%
MS
1722
Madden Securities
Texas
$1.17M – – –
RC
1723
Rovin Capital
Arizona
$1.17M -$24.7K -54 -2%
RWA
1724
Redhawk Wealth Advisors
Minnesota
$1.17M -$41.6K -91 -4%
CG
1725
Corundum Group
Colorado
$1.16M -$25.2K -55 -2%
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69
70 71