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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2076
Gallagher Fiduciary Advisors
Illinois
$1.41M -$82.5K -157 -6%
CBA
2077
Coastal Bridge Advisors
Connecticut
$1.41M +$80.9K +154 +7%
CSB
2078
City State Bank
Iowa
$1.4M +$226K +430 +21%
MPW
2079
Magnolia Private Wealth
Pennsylvania
$1.4M -$75.7K -144 -6%
SCP
2080
Sandhill Capital Partners
New York
$1.4M +$143K +273 +12%
GSIAS
2081
Garden State Investment Advisory Services
New Jersey
$1.4M +$9.46K +18 +0.7%
MS
2082
Madden Securities
Texas
$1.4M -$5.26K -10 -0.4%
STA
2083
Smith Thornton Advisors
Alabama
$1.4M – – –
DCM
2084
Dimension Capital Management
Florida
$1.4M +$469K +892 +57%
EA
2085
Evolution Advisers
Virginia
$1.39M -$46.8K -89 -4%
SFG
2086
Sather Financial Group
Texas
$1.39M -$11.6K -22 -0.9%
OPPS
2087
Obsidian Personal Planning Solutions
Maryland
$1.39M +$475K +903 +58%
SWA
2088
Sightline Wealth Advisors
Connecticut
$1.39M -$450K -856 -26%
HC
2089
Hamilton Capital
Ohio
$1.39M +$186K +354 +17%
RRA
2090
Round Rock Advisors
Connecticut
$1.39M -$206K -392 -14%
CFA
2091
Cahill Financial Advisors
Minnesota
$1.38M +$10.5K +20 +0.8%
KFS
2092
Kaizen Financial Strategies
California
$1.38M +$14.7K +28 +1%
RA
2093
Rockingstone Advisors
Massachusetts
$1.38M -$18.4K -35 -1%
ZAM
2094
Zevin Asset Management
Massachusetts
$1.38M – – –
HG
2095
Herbst Group
Connecticut
$1.37M +$247K +470 +24%
AEPWM
2096
Atlantic Edge Private Wealth Management
Florida
$1.37M +$361K +687 +40%
W
2097
Wealthquest
Ohio
$1.37M -$26.3K -50 -2%
BIS
2098
BG Investment Services
Guam
$1.37M +$23.6K +45 +2%
JWM
2099
Jupiter Wealth Management
Colorado
$1.37M – – –
PAM
2100
Pacific Asset Management
Washington
$1.37M +$33.1K +63 +3%
82 83
84
85 86