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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1851
RDA Financial Network
Iowa
$502K -$48.2K -125 -9%
MF
1852
Montis Financial
Massachusetts
$502K – – –
NHT
1853
New Hampshire Trust
New Hampshire
$499K -$181K -470 -28%
WTFG
1854
Wells Trecaso Financial Group
Ohio
$499K – – –
AWA
1855
Alta Wealth Advisors
Massachusetts
$498K -$10.4K -27 -2%
AC
1856
Avestar Capital
New York
$498K – – –
BHBT
1857
Burke & Herbert Bank & Trust
Virginia
$497K – – –
TFO
1858
Tarbox Family Office
California
$496K – – –
NAM
1859
NorthCrest Asset Manangement
Minnesota
$495K -$89.1K -231 -16%
DA
1860
Drake & Associates
Wisconsin
$494K +$2.31K +6 +0.5%
BCP
1861
Berkeley Capital Partners
Georgia
$494K – – –
STCOSD
1862
Sageworth Trust Company of South Dakota
South Dakota
$494K – – –
IIA
1863
Integral Investment Advisors
California
$492K +$466K +1,209 New
AIFAIM
1864
American Institute for Advanced Investment Management
Arizona
$492K -$25.1K -65 -5%
RFP
1865
Root Financial Partners
California
$491K -$139K -360 -23%
DWMS
1866
Dominguez Wealth Management Solutions
Virginia
$491K – – –
SS
1867
Sunbelt Securities
Texas
$491K +$41.7K +108 +10%
ICP
1868
Ironvine Capital Partners
Nebraska
$491K +$220K +569 +89%
WOSD
1869
WFA of San Diego
California
$490K -$12.3K -32 -3%
MM
1870
Main Management
California
$488K – – –
WHG
1871
Westwood Holdings Group
Texas
$487K -$82.2K -213 -15%
SPAS
1872
Spectrum Planning & Advisory Services
California
$486K +$119K +308 +35%
TGAM
1873
TBH Global Asset Management
Tennessee
$486K -$772 -2 -0.2%
SWM
1874
Sugarloaf Wealth Management
Georgia
$483K +$75.2K +195 +20%
BWM
1875
Baron Wealth Management
Michigan
$483K -$23.1K -60 -5%
73 74
75
76 77