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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JHC
2076
J. Hagan Capital
Kentucky
$2.57M +$90.7K +136 +4%
HFW
2077
Horizon Family Wealth
Illinois
$2.57M +$557K +835 +29%
LA
2078
Lifeworks Advisors
Michigan
$2.57M +$391K +586 +19%
JFGIW
2079
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.56M -$101K -151 -4%
PIM
2080
Provident Investment Management
Michigan
$2.56M +$405K +608 +19%
WIM
2081
Warwick Investment Management
Texas
$2.56M -$2.05M -3,074 -45%
SF
2082
Slagle Financial
Illinois
$2.56M -$173K -260 -7%
NFP
2083
Narus Financial Partners
Utah
$2.55M -$449K -674 -15%
GIA
2084
Guyasuta Investment Advisors
Pennsylvania
$2.55M +$55.3K +83 +2%
SIA
2085
SeaBridge Investment Advisors
New Jersey
$2.54M -$490K -735 -17%
TPA
2086
Trivium Point Advisory
Connecticut
$2.53M +$1.97M +2,959 +404%
PMA
2087
Prudent Man Advisors
Illinois
$2.53M +$1.49M +2,231 +153%
AFP
2088
Alpha Financial Partners
Kentucky
$2.53M -$74.7K -112 -3%
HA
2089
Harfst & Associates
Wyoming
$2.52M – – –
TS
2090
Tamar Securities
California
$2.52M -$17.3K -26 -0.7%
MCM
2091
MontVue Capital Management
Virginia
$2.52M +$143K +215 +6%
EW
2092
Enzi Wealth
Texas
$2.51M +$44.7K +67 +2%
ST
2093
Spinnaker Trust
Maine
$2.5M +$10K +15 +0.4%
AA
2094
Ascent Advisors
Minnesota
$2.5M +$1.42M +2,131 +140%
MWP
2095
Meridian Wealth Partners
Pennsylvania
$2.5M +$49.3K +74 +2%
CBA
2096
Coastal Bridge Advisors
Connecticut
$2.5M -$37.3K -56 -2%
CW
2097
Channel Wealth
California
$2.5M -$391K -586 -14%
ZBNA
2098
Zions Bancorporation, National Association
Utah
$2.49M – – –
5NPW
2099
55 North Private Wealth
Florida
$2.49M -$1.5M -2,243 -38%
CP
2100
Castleview Partners
Texas
$2.49M +$34.7K +52 +1%
82 83
84
85 86