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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2051
Smith Thornton Advisors
Alabama
$1.26M -$32.4K -60 -2%
VFG
2052
V2 Financial group
Illinois
$1.26M +$233K +431 +21%
GSIAS
2053
Garden State Investment Advisory Services
New Jersey
$1.25M +$1.62K +3 +0.1%
BIA
2054
Benchmark Investment Advisors
Illinois
$1.25M +$4.87K +9 +0.4%
NRC
2055
New Republic Capital
North Carolina
$1.25M +$54.1K +100 +4%
CWP
2056
Cyndeo Wealth Partners
Florida
$1.25M -$81.1K -150 -6%
SO
2057
Sierra Ocean
California
$1.25M – – –
ZAM
2058
Zevin Asset Management
Massachusetts
$1.25M -$197K -365 -13%
MHB
2059
Midwest Heritage Bank
Iowa
$1.25M +$2.7K +5 +0.2%
EF
2060
Elite Financial
Idaho
$1.24M -$94.1K -174 -7%
MSF
2061
Mustard Seed Financial
Arkansas
$1.24M +$22.2K +41 +2%
CFA
2062
Cahill Financial Advisors
Minnesota
$1.24M +$96.8K +179 +8%
XPN
2063
XY Planning Network
Montana
$1.24M +$614K +1,135 +89%
LCC
2064
Lincoln Capital Corp
Rhode Island
$1.24M +$1.3M +2,408 New
TWM
2065
Tolleson Wealth Management
Texas
$1.24M – – –
KFS
2066
Kaizen Financial Strategies
California
$1.24M +$7.03K +13 +0.5%
PGAM
2067
Princeton Global Asset Management
New Jersey
$1.24M -$27K -50 -2%
RCM
2068
RB Capital Management
Nevada
$1.24M +$207K +383 +19%
SAMT
2069
Select Asset Management & Trust
Pennsylvania
$1.24M – – –
EBA
2070
Eagle Bay Advisors
New York
$1.23M +$8.11K +15 +0.6%
LL
2071
LPWM LLC
Minnesota
$1.23M +$1.3M +2,400 New
AIM
2072
Advyzon Investment Management
Illinois
$1.23M -$605K -1,119 -32%
HPC
2073
HM Payson & Co
Maine
$1.22M +$143K +264 +12%
BIS
2074
BG Investment Services
Guam
$1.22M +$41.1K +76 +3%
CD
2075
Chapin Davis
Maryland
$1.21M +$134K +247 +12%
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83
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