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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
1751
Trust Company of Toledo
Ohio
$1.44M +$49.8K +98 +4%
EBT
1752
Enterprise Bank & Trust
Massachusetts
$1.44M +$123K +241 +10%
VWM
1753
Vigilare Wealth Management
Arizona
$1.44M -$64K -126 -4%
I
1754
IMPACTfolio
Colorado
$1.44M +$3.56K +7 +0.3%
SWA
1755
Sightline Wealth Advisors
Connecticut
$1.44M -$23.4K -46 -2%
PWP
1756
Pursue Wealth Partners
California
$1.43M +$694K +1,366 +101%
ZB
1757
Zions Bancorporation
Utah
$1.43M – – –
CWM
1758
Chemistry Wealth Management
New York
$1.43M -$18.8K -37 -1%
BMO
1759
Beck Mack & Oliver
New York
$1.43M – – –
TPW
1760
Talon Private Wealth
Florida
$1.42M +$1.37M +2,700 New
BCM
1761
Bourgeon Capital Management
Connecticut
$1.42M +$545K +1,073 +66%
EI
1762
Ellevest Inc
New York
$1.41M -$776K -1,526 -36%
EFN
1763
Equita Financial Network
Pennsylvania
$1.41M +$501K +986 +58%
CT
1764
Clearstead Trust
Maine
$1.41M +$41.2K +81 +3%
AA
1765
Apriem Advisors
California
$1.41M -$2.54K -5 -0.2%
BFA
1766
Bragg Financial Advisors
North Carolina
$1.41M +$23.9K +47 +2%
FFA
1767
Founders Financial Alliance
North Carolina
$1.41M – – –
CWM
1768
CIBC World Markets
New York
$1.41M -$288K -567 -18%
MPWS
1769
McCarter Private Wealth Services
Massachusetts
$1.4M +$1.35M +2,660 New
1SB
1770
1ST Source Bank
Indiana
$1.4M – – –
BWM
1771
BlackDiamond Wealth Management
New York
$1.4M -$8.13K -16 -0.6%
SFP
1772
Strategic Financial Partners
Oregon
$1.39M +$25.9K +51 +2%
MIP
1773
Marietta Investment Partners
Wisconsin
$1.39M – – –
BIA
1774
BHK Investment Advisors
Alabama
$1.38M – – –
WWM
1775
Whalen Wealth Management
Nevada
$1.38M +$1.33M +2,615 New
69 70
71
72 73