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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWG
1951
Martin Worley Group
Utah
$1.5M +$232K +429 +17%
VCAM
1952
Van Cleef Asset Management
Ohio
$1.5M -$7.57K -14 -0.5%
AP
1953
Advisors Preferred
Maryland
$1.5M +$1.57M +2,900 New
VFIC
1954
Valley Forge Investment Consultants
Pennsylvania
$1.49M +$5.95K +11 +0.4%
QPWM
1955
Quadrant Private Wealth Management
Pennsylvania
$1.49M +$256K +473 +20%
MKW
1956
Mullaney, Keating & Wright
Connecticut
$1.48M +$74.1K +137 +5%
TWM
1957
Trueblood Wealth Management
Ohio
$1.48M +$298K +551 +24%
CVM
1958
Cheviot Value Management
California
$1.48M +$1.55M +2,864 New
RRCM
1959
Rappaport Reiches Capital Management
Illinois
$1.48M +$29.7K +55 +2%
RWA
1960
Redhawk Wealth Advisors
Minnesota
$1.48M +$47.6K +88 +3%
EBT
1961
Enterprise Bank & Trust
Massachusetts
$1.47M +$52.4K +97 +4%
PWG
1962
Portside Wealth Group
Utah
$1.47M +$33.5K +62 +2%
CT
1963
Clearstead Trust
Maine
$1.47M -$3.24K -6 -0.2%
BWCS
1964
Beirne Wealth Consulting Services
Connecticut
$1.47M +$4.87K +9 +0.3%
HPIA
1965
Hamilton Point Investment Advisors
North Carolina
$1.47M -$43.2K -80 -3%
CCFCSB
1966
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M – – –
LW
1967
Libra Wealth
California
$1.46M – – –
OFG
1968
Orcam Financial Group
California
$1.46M +$123K +228 +9%
MGWM
1969
Marks Group Wealth Management
Minnesota
$1.46M -$46.5K -86 -3%
RRA
1970
Round Rock Advisors
Connecticut
$1.46M -$255K -471 -14%
WGC
1971
Watts Gwilliam & Co
Arizona
$1.46M +$17.8K +33 +1%
HCM
1972
HMS Capital Management
Tennessee
$1.45M -$10.3K -19 -0.6%
AIP
1973
Almanack Investment Partners
Pennsylvania
$1.45M -$2.7M -4,992 -64%
LCS
1974
Levin Capital Strategies
New York
$1.45M +$307K +568 +25%
OPTFSNA
1975
Old Point Trust & Financial Services N A
Virginia
$1.44M +$209K +387 +16%
77 78
79
80 81