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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2101
Harfst & Associates
Wyoming
$2.52M – – –
TS
2102
Tamar Securities
California
$2.52M -$17.3K -26 -0.7%
MCM
2103
MontVue Capital Management
Virginia
$2.52M +$143K +215 +6%
EW
2104
Enzi Wealth
Texas
$2.51M +$44.7K +67 +2%
ST
2105
Spinnaker Trust
Maine
$2.5M +$10K +15 +0.4%
AA
2106
Ascent Advisors
Minnesota
$2.5M +$1.42M +2,131 +140%
MWP
2107
Meridian Wealth Partners
Pennsylvania
$2.5M +$49.3K +74 +2%
CBA
2108
Coastal Bridge Advisors
Connecticut
$2.5M -$37.3K -56 -2%
CW
2109
Channel Wealth
California
$2.5M -$391K -586 -14%
ZBNA
2110
Zions Bancorporation, National Association
Utah
$2.49M – – –
5NPW
2111
55 North Private Wealth
Florida
$2.49M -$1.5M -2,243 -38%
CP
2112
Castleview Partners
Texas
$2.49M +$34.7K +52 +1%
MPCL
2113
My Personal CFO LLC
Washington
$2.49M -$3.33M -4,999 -58%
HWM
2114
Heirloom Wealth Management
Colorado
$2.48M -$371K -556 -13%
SCA
2115
Strathmore Capital Advisors
North Carolina
$2.48M +$49.3K +74 +2%
MPCA
2116
Madison Park Capital Advisors
Washington
$2.48M +$156K +234 +7%
HG
2117
Herbst Group
Connecticut
$2.48M +$296K +444 +14%
SPWM
2118
Schrum Private Wealth Management
Florida
$2.47M -$2M -3,001 -39%
AFA
2119
Amicus Financial Advisors
Texas
$2.47M -$22.7K -34 -0.9%
FA
2120
Fullerton Advisors
California
$2.47M +$7.33K +11 +0.3%
AW
2121
Alaethes Wealth
Nevada
$2.47M -$51.3K -77 -2%
EIP
2122
Ellis Investment Partners
Pennsylvania
$2.46M +$16K +24 +0.7%
SIM
2123
Sims Investment Management
Ohio
$2.46M +$20K +30 +0.8%
WWM
2124
Whalen Wealth Management
Nevada
$2.46M +$456K +684 +24%
IWA
2125
IBEX Wealth Advisors
New Jersey
$2.45M -$28K -42 -1%
83 84
85
86 87