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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1826
Kaizen Financial Strategies
California
$1.26M +$178K +350 +17%
MIC
1827
Meridian Investment Counsel
California
$1.26M +$485K +954 +66%
EBA
1828
Eagle Bay Advisors
New York
$1.26M – – –
CWM
1829
Cherrydale Wealth Management
New Jersey
$1.26M -$36.1K -71 -3%
BAMG
1830
Brand Asset Management Group
Missouri
$1.25M +$61.5K +121 +5%
LA
1831
LexAurum Advisors
Kansas
$1.25M +$276K +543 +30%
PA
1832
Procyon Advisors
Connecticut
$1.25M -$2.16M -4,246 -64%
CCWM
1833
Cassaday & Co Wealth Management
Virginia
$1.25M +$292K +574 +32%
WI
1834
Wintrust Investments
Illinois
$1.24M -$10.8M -21,331 -90%
MIG
1835
McGuire Investment Group
Rhode Island
$1.24M – – –
PWG
1836
Portside Wealth Group
Utah
$1.23M +$129K +254 +12%
CSI
1837
Cross Staff Investments
New York
$1.22M – – –
OW
1838
Olistico Wealth
Oklahoma
$1.22M -$43.2K -85 -4%
CCG
1839
Coastwise Capital Group
California
$1.22M +$150K +296 +15%
CA
1840
CapWealth Advisors
Tennessee
$1.22M +$508K +999 +76%
HIG
1841
Heritage Investment Group
Florida
$1.22M +$23.4K +46 +2%
WKWM
1842
Walter & Keenan Wealth Management
Indiana
$1.21M +$156K +306 +15%
ACM
1843
Anfield Capital Management
California
$1.21M – – –
TW
1844
Transform Wealth
Colorado
$1.21M -$59K -116 -5%
GFL
1845
Granite FO LLC
New Hampshire
$1.21M +$508 +1 +0%
SPFA
1846
Summit Place Financial Advisors
New Jersey
$1.2M +$2.03K +4 +0.2%
RCM
1847
Richardson Capital Management
Wisconsin
$1.2M +$12.7K +25 +1%
AC
1848
AIFG Consultants
New York
$1.2M -$165K -325 -13%
SW
1849
SlateStone Wealth
Florida
$1.2M +$5.08K +10 +0.4%
SL
1850
SWMG LLC
Texas
$1.19M -$36.6K -72 -3%
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