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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
1801
Roberts, Glore & Co
Illinois
$1.88M +$2.17K +4 +0.1%
CC
1802
Copperleaf Capital
North Carolina
$1.88M +$79.6K +147 +4%
MPWS
1803
McCarter Private Wealth Services
Massachusetts
$1.88M +$444K +820 +31%
TTWM
1804
TCV Trust & Wealth Management
Virginia
$1.87M +$301K +555 +19%
EPIME
1805
Evelyn Partners Investment Management (Europe)
$1.87M +$1.88M +3,463 New
MSAM
1806
Moloney Securities Asset Management
Missouri
$1.87M +$469K +865 +33%
DE
1807
Diversified Enterprises
Delaware
$1.86M +$81.2K +150 +5%
ICMM
1808
Integrated Capital Management (Michigan)
Michigan
$1.86M -$86.7K -160 -4%
BAAM
1809
Baker Avenue Asset Management
California
$1.86M +$269K +496 +17%
AWM
1810
Alterna Wealth Management
Texas
$1.85M – – –
RIA
1811
Realta Investment Advisors
Delaware
$1.85M +$1.53M +2,823 +485%
WCM
1812
WealthTrak Capital Management
Virginia
$1.85M +$1.86M +3,439 New
SL
1813
Sentinus LLC
Illinois
$1.85M -$20.6K -38 -1%
NC
1814
Napatree Capital
Rhode Island
$1.84M +$36.3K +67 +2%
CFP
1815
Curran Financial Partners
South Carolina
$1.84M +$79.1K +146 +4%
CAAS
1816
Capital Asset Advisory Services
Michigan
$1.84M -$56.9K -105 -3%
LRIA
1817
Leonard Rickey Investment Advisors
Washington
$1.84M +$27.1K +50 +1%
BBNB
1818
Baker Boyer National Bank
Washington
$1.84M +$8.13K +15 +0.4%
NWWA
1819
New Wave Wealth Advisors
Arkansas
$1.83M +$634K +1,171 +53%
HKAM
1820
Horizon Kinetics Asset Management
New York
$1.82M -$8.13K -15 -0.4%
GPW
1821
Gentry Private Wealth
Kansas
$1.82M -$44M -81,156 -96%
LWM
1822
Latko Wealth Management
Illinois
$1.82M +$255K +470 +16%
PSP
1823
Principal Street Partners
Tennessee
$1.82M +$17.9K +33 +1%
HW
1824
Hancock Whitney
Mississippi
$1.82M +$198K +366 +12%
HDIM
1825
Hanson & Doremus Investment Management
Vermont
$1.82M -$542 -1 -0%
71 72
73
74 75