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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
1701
Robinson Smith Wealth Advisors
Maine
$2.72M -$41K -78 -2%
BCM
1702
Boreal Capital Management
Florida
$2.71M +$2.5M +4,760 New
AR
1703
Apeiron RIA
Texas
$2.71M -$36.3K -69 -1%
KCFA
1704
Key Client Fiduciary Advisors
New Jersey
$2.71M +$210K +400 +9%
PIA
1705
Panoramic Investment Advisors
Colorado
$2.7M -$167K -317 -6%
EGA
1706
E&G Advisors
Texas
$2.7M – – –
DC
1707
Defender Capital
North Carolina
$2.7M – – –
QC
1708
Quent Capital
New York
$2.69M -$770K -1,466 -24%
CIAS
1709
Capital Investment Advisory Services
North Carolina
$2.69M +$109K +207 +5%
CCIA
1710
Cherry Creek Investment Advisors
Colorado
$2.69M -$64.1K -122 -3%
HH
1711
Hilltop Holdings
Texas
$2.68M -$4.24M -8,064 -63%
HIM
1712
Harbour Investment Management
Washington
$2.67M – – –
CC
1713
Commons Capital
Massachusetts
$2.67M -$49.9K -95 -2%
NP
1714
Nilsine Partners
Colorado
$2.67M +$705K +1,342 +40%
PCS
1715
Private Client Services
Kentucky
$2.67M +$192K +365 +8%
JSL
1716
JT Stratford LLC
Georgia
$2.66M -$57.8K -110 -2%
FP
1717
Financial Perspectives
Minnesota
$2.65M -$694K -1,321 -22%
PCA
1718
Purkiss Capital Advisors
Connecticut
$2.64M +$111K +211 +5%
MWP
1719
Meredith Wealth Planning
Illinois
$2.63M -$8.41K -16 -0.3%
SW
1720
SkyOak Wealth
Michigan
$2.62M +$12.1K +23 +0.5%
CAL
1721
Capital Analysts LLC
Pennsylvania
$2.62M +$657K +1,251 +37%
SCA
1722
Stonebridge Capital Advisors
Minnesota
$2.61M -$7.88K -15 -0.3%
1WA
1723
180 Wealth Advisors
Washington
$2.6M – – –
BF
1724
Baring Financial
Washington
$2.59M +$93K +177 +4%
SIMG
1725
Sonora Investment Management Group
Arizona
$2.58M -$85.1K -162 -3%
67 68
69
70 71