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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2051
Jentner Corp
Ohio
$259K – – –
AIM
2052
Arcadia Investment Management
Michigan
$258K – – –
CBOR
2053
Community Bank of Raymore
Missouri
$258K – – –
FC
2054
FCA Corp
Texas
$257K +$251K +684 New
CCA
2055
Conservest Capital Advisors
Pennsylvania
$257K – – –
MG
2056
MilWealth Group
Wisconsin
$255K – – –
CC
2057
Capital Counsel
New York
$254K -$193K -525 -44%
HFS
2058
Heritage Financial Services
Massachusetts
$253K -$352K -961 -59%
MF
2059
Meridian Financial
Massachusetts
$249K +$243K +662 New
CWA
2060
Cornerstone Wealth Advisors
Minnesota
$247K – – –
PWM
2061
Palumbo Wealth Management
New York
$245K +$367 +1 +0.2%
MAM
2062
MMA Asset Management
Pennsylvania
$241K +$4.03K +11 +2%
ACA
2063
Affinity Capital Advisors
California
$241K +$733 +2 +0.3%
EWA
2064
EP Wealth Advisors
California
$240K -$9.32M -25,400 -95%
JE
2065
JMAC Enterprises
Pennsylvania
$240K +$234K +637 New
IWM
2066
Integris Wealth Management
California
$239K -$5.87K -16 -2%
ICP
2067
Ironvine Capital Partners
Nebraska
$239K – – –
MLA
2068
My Legacy Advisors
Oregon
$237K – – –
EDRH
2069
Edmond de Rothschild Holding
Switzerland
$237K -$1.53M -4,160 -87%
TCA
2070
Trifecta Capital Advisors
Illinois
$236K – – –
PAWA
2071
Palo Alto Wealth Advisors
California
$236K – – –
LWAM
2072
Legacy Wealth Asset Management
Minnesota
$235K – – –
RBFC
2073
Roman Butler Fullerton & Co
Missouri
$234K +$230K +626 New
DFG
2074
Delta Financial Group
New Jersey
$233K -$5.87K -16 -3%
LJAC
2075
L.J. Altfest & Co
New York
$231K -$18K -49 -7%
81 82
83
84 85