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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2051
Spinnaker Trust
Maine
$2.17M +$167K +267 +8%
ZBNA
2052
Zions Bancorporation, National Association
Utah
$2.17M +$250K +400 +12%
AFA
2053
Amicus Financial Advisors
Texas
$2.17M +$124K +199 +6%
JHC
2054
J. Hagan Capital
Kentucky
$2.15M -$323K -516 -13%
IWA
2055
IBEX Wealth Advisors
New Jersey
$2.15M +$2.5K +4 +0.1%
CWWM
2056
Clear Wave Wealth Management
New Jersey
$2.15M +$2.25M +3,601 New
TFA
2057
Toth Financial Advisory
Virginia
$2.15M +$373K +596 +20%
UBP
2058
Union Bancaire Privee
Switzerland
$2.15M +$354K +566 +18%
FA
2059
Fullerton Advisors
California
$2.14M -$121K -194 -5%
CP
2060
Castleview Partners
Texas
$2.13M +$318K +509 +17%
CF
2061
Claris Financial
Virginia
$2.13M +$625 +1 +0%
MWP
2062
Meridian Wealth Partners
Pennsylvania
$2.13M +$455K +728 +26%
EW
2063
Enzi Wealth
Texas
$2.13M +$6.88K +11 +0.3%
PMWMG
2064
Parr McKnight Wealth Management Group
Minnesota
$2.13M +$653K +1,044 +41%
EIP
2065
Ellis Investment Partners
Pennsylvania
$2.13M +$346K +554 +18%
SIM
2066
Sims Investment Management
Ohio
$2.12M – – –
PPG
2067
Peak Planning Group
Colorado
$2.12M -$1.88K -3 -0.1%
UFAC
2068
Urban Financial Advisory Corp
Illinois
$2.11M +$243K +389 +12%
WIM
2069
WealthPlan Investment Management
Nebraska
$2.11M +$822K +1,315 +59%
PFA
2070
Presper Financial Architects
Ohio
$2.1M -$73.8K -118 -3%
FIM
2071
Freedom Investment Management
Connecticut
$2.1M +$8.13K +13 +0.4%
HIG
2072
Heritage Investment Group
Florida
$2.09M -$26.9K -43 -1%
CPA
2073
Capital Performance Advisors
California
$2.09M -$126K -201 -5%
KIM
2074
Kane Investment Management
California
$2.09M +$5K +8 +0.2%
BMWS
2075
Brady Martz Wealth Solutions
North Dakota
$2.09M +$919K +1,470 +73%
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83
84 85