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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1876
RPg Family Wealth Advisory
Massachusetts
$489K +$96.1K +235 +23%
HIG
1877
Heritage Investment Group
Florida
$487K – – –
OFG
1878
Orcam Financial Group
California
$482K +$20.4K +50 +4%
NHT
1879
New Hampshire Trust
New Hampshire
$481K – – –
WTFG
1880
Wells Trecaso Financial Group
Ohio
$481K – – –
WC
1881
Weil Company
California
$481K +$288K +705 +136%
AFG
1882
Atomi Financial Group
New York
$481K +$96.5K +236 +24%
BCP
1883
Berkeley Capital Partners
Georgia
$480K +$4.5K +11 +0.9%
FCM
1884
Family Capital Management
Michigan
$480K +$63.8K +156 +15%
TVWM
1885
Tower View Wealth Management
Wisconsin
$480K +$76.5K +187 +18%
AWA
1886
Alta Wealth Advisors
Massachusetts
$480K – – –
TFO
1887
Tarbox Family Office
California
$478K – – –
CFAM
1888
Center For Asset Management
Florida
$477K -$33.9K -83 -6%
RFP
1889
Root Financial Partners
California
$476K +$2.86K +7 +0.6%
BHIC
1890
Bassett Hargrove Investment Counsel
Delaware
$476K -$14.7K -36 -3%
STCOSD
1891
Sageworth Trust Company of South Dakota
South Dakota
$476K – – –
ES
1892
ETF Store
Kansas
$475K +$491K +1,201 New
HG
1893
Herbst Group
Connecticut
$474K +$494K +1,208 New
DWMS
1894
Dominguez Wealth Management Solutions
Virginia
$474K +$818 +2 +0.2%
ICP
1895
Ironvine Capital Partners
Nebraska
$473K – – –
NAM
1896
NTV Asset Management
West Virginia
$472K +$16.8K +41 +4%
WOSD
1897
WFA of San Diego
California
$472K – – –
IIA
1898
Integral Investment Advisors
California
$472K -$2.86K -7 -0.6%
MCCP
1899
Mission Creek Capital Partners
California
$470K +$54.8K +134 +13%
TGAM
1900
TBH Global Asset Management
Tennessee
$469K +$409 +1 +0.1%
74 75
76
77 78