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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1851
Cadent Capital Advisors
Oklahoma
$285K -$4.64K -11 -2%
IWP
1852
Icon Wealth Partners
Texas
$284K – – –
FIB
1853
First Interstate Bank
Montana
$283K – – –
MIM
1854
Moseley Investment Management
Florida
$283K +$273K +647 New
HIG
1855
Heritage Investment Group
Florida
$282K +$273K +646 New
BFG
1856
Bouchey Financial Group
New York
$281K +$271K +643 New
FAM
1857
Frontier Asset Management
Wyoming
$281K +$271K +643 New
ACP
1858
Aviance Capital Partners
Florida
$281K +$272K +645 New
WBC
1859
West Branch Capital
Massachusetts
$280K +$270K +640 New
CWM
1860
Chemistry Wealth Management
New York
$280K +$271K +642 New
NLP
1861
Next Level Private
New York
$280K +$271K +642 New
VIA
1862
Vident Investment Advisory
Georgia
$279K +$269K +638 New
ACM
1863
Advance Capital Management
Michigan
$279K +$270K +639 New
BIM
1864
Barton Investment Management
Pennsylvania
$277K -$110K -260 -29%
APW
1865
Acima Private Wealth
Virginia
$277K – – –
AA
1866
ACT Advisors
North Carolina
$276K +$267K +633 New
CG
1867
Corundum Group
Colorado
$275K – – –
SIG
1868
Sargent Investment Group
Maryland
$274K +$265K +628 New
GC
1869
Gibson Capital
Pennsylvania
$273K – – –
LWAM
1870
Legacy Wealth Asset Management
Minnesota
$273K – – –
TVAMP
1871
Tennessee Valley Asset Management Partners
Tennessee
$273K +$15.2K +36 +6%
LDFR
1872
Lehman & Derafelo Financial Resources
Pennsylvania
$273K +$112K +265 +74%
APIM
1873
Agate Pass Investment Management
Washington
$272K +$263K +623 New
NFSG
1874
Newbridge Financial Services Group
Florida
$270K +$180K +426 +223%
FW
1875
FirstPurpose Wealth
Utah
$269K +$260K +616 New
73 74
75
76 77