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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1751
Annex Advisory Services
Wisconsin
$2.7M -$9.43K -16 -0.4%
MWM
1752
Maripau Wealth Management
Indiana
$2.69M +$365K +619 +16%
CNBT
1753
Canandaigua National Bank & Trust
New York
$2.68M – – –
JFGIW
1754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68M +$556K +943 +28%
R
1755
Rebalance
California
$2.68M -$1.1M -1,861 -30%
CPRC
1756
Consolidated Portfolio Review Corp
New York
$2.67M -$10.6K -18 -0.4%
LWM
1757
Latko Wealth Management
Illinois
$2.67M +$57.8K +98 +2%
TWM
1758
Tumwater Wealth Management
Idaho
$2.67M +$93.7K +159 +4%
CIAS
1759
CFS Investment Advisory Services
New Jersey
$2.67M +$74.9K +127 +3%
LSA
1760
L & S Advisors
California
$2.65M – – –
HFS
1761
Heritage Financial Services
Massachusetts
$2.65M +$182K +308 +8%
QPWM
1762
Quadrant Private Wealth Management
Pennsylvania
$2.64M +$43K +73 +2%
SS
1763
Sunbelt Securities
Texas
$2.64M +$1.91M +3,235 +302%
RIS
1764
Retirement Income Solutions
Michigan
$2.63M – – –
JC
1765
JB Capital
Connecticut
$2.62M +$53.6K +91 +2%
BWA
1766
Burt Wealth Advisors
Maryland
$2.62M -$8.25K -14 -0.3%
AI
1767
Arrien Investments
Idaho
$2.61M -$311K -528 -11%
OC
1768
Optima Capital
Oregon
$2.61M +$1.47M +2,490 +140%
CIM
1769
Cambria Investment Management
California
$2.6M +$856K +1,452 +52%
GCM
1770
Glaxis Capital Management
Florida
$2.6M +$1.28M +2,168 +105%
WA
1771
WP Advisors
California
$2.59M -$359K -609 -13%
SLC
1772
Second Line Capital
Louisiana
$2.57M +$4.13K +7 +0.2%
UWP
1773
Uniting Wealth Partners
Kansas
$2.57M +$2.47M +4,184 New
OFS
1774
Orrstown Financial Services
Pennsylvania
$2.57M -$9.43K -16 -0.4%
RBC
1775
Roble Belko & Company
Pennsylvania
$2.57M +$176K +299 +8%
69 70
71
72 73