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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1876
WBH Advisory
Maryland
$2M -$125K -237 -6%
MA
1877
Mezzasalma Advisors
New Jersey
$1.98M +$3.15K +6 +0.2%
B
1878
Bensler
Washington
$1.98M -$34.7K -66 -2%
WE
1879
Wealth Effects
Massachusetts
$1.98M +$73.1K +139 +4%
CTA
1880
Chesley Taft & Associates
Illinois
$1.98M +$259K +492 +16%
VCP
1881
Verus Capital Partners
Arizona
$1.97M -$148K -282 -8%
EPIME
1882
Evelyn Partners Investment Management (Europe)
$1.97M – – –
CWP
1883
Core Wealth Partners
California
$1.97M -$61.5K -117 -3%
STA
1884
Shade Tree Advisors
New York
$1.96M +$164K +313 +10%
AWP
1885
Ascent Wealth Partners
New York
$1.96M -$445K -846 -20%
JFGIW
1886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.95M +$360K +685 +25%
TPA
1887
Trivium Point Advisory
Connecticut
$1.95M -$195K -371 -10%
DCM
1888
Donaldson Capital Management
Indiana
$1.95M -$132K -252 -7%
PCWA
1889
Pacific Capital Wealth Advisors
California
$1.95M +$95.7K +182 +6%
MWP
1890
Meridian Wealth Partners
Pennsylvania
$1.95M +$1.05K +2 +0.1%
PPG
1891
Peak Planning Group
Colorado
$1.94M +$127K +242 +8%
MCA
1892
MSH Capital Advisors
Arizona
$1.93M +$16.8K +32 +0.9%
LWM
1893
LJI Wealth Management
Indiana
$1.93M +$132K +252 +8%
AGWCA
1894
Annis Gardner Whiting Capital Advisors
Florida
$1.93M +$6.31K +12 +0.4%
LA
1895
Latitude Advisors
Florida
$1.93M +$319K +607 +22%
TC
1896
TFR Capital
Texas
$1.93M +$243K +463 +16%
PWM
1897
PBMares Wealth Management
Virginia
$1.93M -$155K -295 -8%
LRIA
1898
Leonard Rickey Investment Advisors
Washington
$1.92M -$24.2K -46 -1%
BAWC
1899
Boyce & Associates Wealth Consulting
Texas
$1.92M +$1.05M +1,991 +123%
HDIM
1900
Hanson & Doremus Investment Management
Vermont
$1.92M +$3.68K +7 +0.2%
74 75
76
77 78