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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1926
Veery Capital
Delaware
$3.35M +$79.3K +119 +3%
DFG
1927
DiPaolo Financial Group
Florida
$3.35M +$119K +179 +4%
CT
1928
Clearstead Trust
Maine
$3.34M +$130K +195 +4%
PPW
1929
PACK Private Wealth
Minnesota
$3.34M – – –
CFP
1930
Curran Financial Partners
South Carolina
$3.33M +$358K +537 +12%
MIM
1931
MTM Investment Management
South Carolina
$3.32M +$189K +284 +6%
CCM
1932
Cloud Capital Management
Washington
$3.32M +$22.7K +34 +0.7%
PHWM
1933
Palatine Hill Wealth Management
Michigan
$3.31M +$20K +30 +0.6%
WCG
1934
Weaver Consulting Group
California
$3.28M +$107K +161 +3%
HSWM
1935
Hubbell Strickland Wealth Management
Louisiana
$3.28M -$6K -9 -0.2%
CC
1936
Chicago Capital
Illinois
$3.27M -$123K -185 -4%
PWP
1937
Parkwoods Wealth Partners
New York
$3.27M +$739K +1,109 +30%
MCCP
1938
Mission Creek Capital Partners
California
$3.26M +$309K +463 +11%
DC
1939
Defender Capital
North Carolina
$3.26M +$3.17M +4,750 New
DE
1940
Diversified Enterprises
Delaware
$3.26M +$170K +255 +6%
EGA
1941
E&G Advisors
Texas
$3.24M -$13.3K -20 -0.4%
BWCS
1942
Beirne Wealth Consulting Services
Connecticut
$3.23M +$8.67K +13 +0.3%
RGC
1943
Roberts, Glore & Co
Illinois
$3.23M -$121K -182 -4%
BF
1944
Baring Financial
Washington
$3.23M -$110K -165 -3%
BPWM
1945
Badgley Phelps Wealth Managers
Washington
$3.23M +$216K +324 +7%
CNBT
1946
Canandaigua National Bank & Trust
New York
$3.22M +$3.13M +4,695 New
HIM
1947
Harbour Investment Management
Washington
$3.22M – – –
IFA
1948
Index Fund Advisors
California
$3.22M +$171K +256 +6%
CWM
1949
Clearview Wealth Management
California
$3.22M – – –
KA
1950
KLCM Advisors
Wisconsin
$3.21M +$294K +441 +10%
76 77
78
79 80