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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1901
Main Street Research
Connecticut
$260K +$55.3K +135 +27%
SHA
1902
Seneca House Advisors
Virginia
$260K +$256K +625 New
GC
1903
Gibson Capital
Pennsylvania
$259K – – –
LWAM
1904
Legacy Wealth Asset Management
Minnesota
$259K – – –
TW
1905
TrinityPoint Wealth
Connecticut
$258K -$15.1K -37 -6%
TVAMP
1906
Tennessee Valley Asset Management Partners
Tennessee
$257K -$2.87K -7 -1%
BFIC
1907
Bedell Frazier Investment Counselling
California
$255K -$260K -635 -51%
WP
1908
Wealthspan Partners
Iowa
$255K – – –
GA
1909
Gateway Advisory
New Jersey
$255K +$409 +1 +0.2%
CRI
1910
Colonial River Investments
Virginia
$254K -$40.9K -100 -14%
GCP
1911
Gill Capital Partners
Colorado
$254K +$2.87K +7 +1%
D
1912
Drystone
Virginia
$253K – – –
MW
1913
Milestone Wealth
New York
$251K – – –
CSB
1914
City State Bank
Iowa
$251K +$40.9K +100 +20%
SOAG
1915
Silver Oak Advisory Group
Oregon
$250K +$409 +1 +0.2%
CFG
1916
Carter Financial Group
Illinois
$249K +$246K +600 New
OFS
1917
OneAscent Financial Services
Alabama
$249K +$246K +600 New
FA
1918
Fagan Associates
New York
$248K – – –
SWMG
1919
Signature Wealth Management Group
Georgia
$248K – – –
IIL
1920
Insight Inv LLC
California
$247K -$6.14K -15 -2%
PFWA
1921
Paces Ferry Wealth Advisors
Georgia
$246K -$26.6K -65 -10%
RW
1922
RVW Wealth
California
$246K -$3.27K -8 -1%
MPCG
1923
Matrix Private Capital Group
New York
$245K +$8.6K +21 +4%
NPF
1924
Norris Perne & French
Michigan
$245K +$242K +591 New
VWM
1925
Valley Wealth Managers
New Jersey
$242K +$409 +1 +0.2%
75 76
77
78 79