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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1776
Roble Belko & Company
Pennsylvania
$2.02M -$87.6K -162 -4%
LWANC
1777
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M +$66.5K +123 +3%
W
1778
WealthCollab
Washington
$2M -$10.8K -20 -0.5%
CFS
1779
Cannon Financial Strategists
Georgia
$2M – – –
AIA
1780
Accelerate Investment Advisors
California
$2M +$68.1K +126 +3%
HIA
1781
HTG Investment Advisors
Connecticut
$2M – – –
SMDAM
1782
Sumitomo Mitsui DS Asset Management
Japan
$1.98M -$631K -1,168 -23%
TSWM
1783
Tyler-Stone Wealth Management
Ohio
$1.98M -$21.6K -40 -1%
SWM
1784
Segment Wealth Management
Texas
$1.98M – – –
HCM
1785
Hengehold Capital Management
Ohio
$1.97M +$10.8K +20 +0.5%
TVAMP
1786
Tennessee Valley Asset Management Partners
Tennessee
$1.97M +$31.9K +59 +2%
SF
1787
Slagle Financial
Illinois
$1.96M -$264K -488 -11%
PCG
1788
PFC Capital Group
California
$1.96M +$2.07M +3,822 New
TPA
1789
Trivium Point Advisory
Connecticut
$1.96M -$571K -1,057 -22%
BHBT
1790
Burke & Herbert Bank & Trust
Virginia
$1.95M +$1.71M +3,169 +499%
SFP
1791
Sandbox Financial Partners
Maryland
$1.95M +$69.2K +128 +3%
DWM
1792
Drive Wealth Management
Utah
$1.95M -$322K -596 -14%
PBK
1793
Peoples Bank (Kansas)
Kansas
$1.95M -$21.6K -40 -1%
SIM
1794
Sims Investment Management
Ohio
$1.95M +$745K +1,379 +57%
KHCM
1795
Kirtland Hills Capital Management
Ohio
$1.95M +$829K +1,533 +62%
RMP
1796
Richards, Merrill & Peterson
Washington
$1.94M +$117K +216 +6%
WA
1797
WBH Advisory
Maryland
$1.93M -$81.1K -150 -4%
KF
1798
KKM Financial
Illinois
$1.93M – – –
PWG
1799
Private Wealth Group
Florida
$1.93M – – –
EW
1800
Enzi Wealth
Texas
$1.93M +$71.4K +132 +4%
70 71
72
73 74