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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2076
Affinity Capital Advisors
California
$655K +$313K +650 +98%
RSA
2077
River Street Advisors
Illinois
$653K – – –
CPWA
2078
Cerro Pacific Wealth Advisors
California
$650K +$625K +1,299 New
EWM
2079
Elevatus Welath Management
New York
$647K +$18.8K +39 +3%
EP
2080
Essential Planning
New Hampshire
$646K +$98.2K +204 +19%
MCCP
2081
Mission Creek Capital Partners
California
$644K +$63.5K +132 +11%
EL
2082
Essex LLC
Illinois
$643K +$77.5K +161 +14%
GAM
2083
Gould Asset Management
California
$643K -$19.2K -40 -3%
RFN
2084
RDA Financial Network
Iowa
$641K -$1.44K -3 -0.2%
RCP
2085
Rothschild Capital Partners
New York
$641K +$216K +448 +54%
4WM
2086
49 Wealth Management
Texas
$637K +$251K +522 +70%
CBT
2087
Central Bank & Trust
Kentucky
$637K -$48.6K -101 -7%
BIA
2088
Bigelow Investment Advisors
Maine
$634K -$424K -882 -41%
MWA
2089
Mills Wealth Advisors
Texas
$633K -$16.4K -34 -3%
CB
2090
Chris Bulman
California
$633K +$609K +1,266 New
CP
2091
Castleview Partners
Texas
$633K +$189K +393 +45%
DP
2092
Dearborn Partners
Illinois
$633K +$78.4K +163 +15%
VNA
2093
Valley National Advisers
Pennsylvania
$632K +$14K +29 +2%
VHAM
2094
Van Hulzen Asset Management
California
$631K +$4.81K +10 +0.8%
WCM
2095
Wealthcare Capital Management
Virginia
$629K -$53.9K -112 -8%
FNBOMD
2096
First National Bank of Mount Dora
Florida
$626K +$96.2K +200 +19%
SSWM
2097
Smith Salley Wealth Management
North Carolina
$626K +$39.5K +82 +7%
XT
2098
XTX Topco
Cayman Islands
$626K +$194K +404 +48%
OIM
2099
Opus Investment Management
Massachusetts
$625K – – –
VDBMI
2100
Van Den Berg Management I
Texas
$624K -$2.41K -5 -0.4%
82 83
84
85 86