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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1901
Two Sigma Securities
New York
$832K +$792K +1,731 New
TW
1902
Transform Wealth
Colorado
$832K +$16.9K +37 +2%
SFM
1903
Signet Financial Management
New Jersey
$831K +$193K +422 +32%
CD
1904
Chapin Davis
Maryland
$830K +$81K +177 +11%
RPCONE
1905
Retirement Planning Company of New England
Rhode Island
$828K -$30.2K -66 -4%
ETIA
1906
Epic Trust Investment Advisors
Washington
$828K -$448K -979 -36%
MCM
1907
McRae Capital Management
New Jersey
$825K – – –
MWP
1908
Madison Wealth Partners
Wisconsin
$824K -$15.1K -33 -2%
ACA
1909
Atlas Capital Advisors
Wyoming
$824K +$181K +395 +30%
AFP
1910
Alpha Financial Partners
Kentucky
$824K +$6.87K +15 +0.9%
AF
1911
Apollon Financial
South Carolina
$823K +$35.7K +78 +5%
BFM
1912
Boston Financial Management
Massachusetts
$821K +$27.9K +61 +4%
FL
1913
FreeGulliver LLC
Louisiana
$820K +$2.29K +5 +0.3%
MAS
1914
Meeder Advisory Services
Ohio
$816K – – –
FNB
1915
Farmers National Bank
Kentucky
$815K -$3.66K -8 -0.5%
WSFS
1916
Wilmington Savings Fund Society
Delaware
$814K +$775K +1,693 New
WFA
1917
Wade Financial Advisory
California
$814K – – –
LAM
1918
Lakewood Asset Management
Illinois
$813K +$189K +412 +32%
SI
1919
Shaker Investments
Ohio
$812K +$5.95K +13 +0.8%
IFWM
1920
Institute for Wealth Management
Colorado
$811K -$203K -444 -21%
FAM
1921
Formidable Asset Management
Ohio
$810K -$136K -298 -15%
EGA
1922
Eagle Global Advisors
Texas
$810K +$248K +542 +47%
MFS
1923
Madrona Financial Services
Washington
$809K -$25.6K -56 -3%
HAM
1924
Harmony Asset Management
Arizona
$803K +$151K +331 +25%
DCM
1925
Dudley Capital Management
Virginia
$800K +$7.32K +16 +1%
75 76
77
78 79