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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2126
Montgomery Financial Services
Maryland
$2.43M +$2.36M +3,539 New
TFA
2127
Toth Financial Advisory
Virginia
$2.43M -$43.3K -65 -2%
FCB
2128
First County Bank
Connecticut
$2.42M +$43.3K +65 +2%
GB
2129
Goepper Burkhardt
South Carolina
$2.42M +$1.05M +1,577 +81%
4A
2130
4Wealth Advisors
Illinois
$2.42M +$131K +197 +6%
HIG
2131
Heritage Investment Group
Florida
$2.41M +$7.33K +11 +0.3%
MQWP
2132
Morey & Quinn Wealth Partners
Nebraska
$2.41M +$162K +243 +7%
IAAG
2133
Innovative Asset Advisors Group
Connecticut
$2.4M +$208K +312 +10%
KNW
2134
Kesler Norman & Wride
Utah
$2.4M +$129K +193 +6%
1CP
2135
17 Capital Partners
Arizona
$2.39M +$116K +174 +5%
CFO
2136
Cambient Family Office
Michigan
$2.39M +$195K +293 +9%
WCM
2137
Washburn Capital Management
Florida
$2.39M -$337K -505 -13%
HDIM
2138
Hanson & Doremus Investment Management
Vermont
$2.38M -$1.33K -2 -0.1%
KJWM
2139
Kiley Juergens Wealth Management
Washington
$2.38M +$143K +215 +7%
CCM
2140
Cutler Capital Management
Massachusetts
$2.38M +$190K +285 +9%
TF
2141
TLWM Financial
Texas
$2.38M +$166K +249 +8%
JWM
2142
Jackson Wealth Management
Florida
$2.37M -$40.7M -61,076 -95%
PJC
2143
Phillip James Consulting
Minnesota
$2.37M +$3.77M +5,659 New
FIM
2144
Freedom Investment Management
Connecticut
$2.36M -$48.7K -73 -2%
MJRIC
2145
Mogy Joel R Investment Counsel
California
$2.36M +$111K +167 +5%
PP
2146
Patron Partners
Texas
$2.36M -$1.33K -2 -0.1%
HSG
2147
Helen Stephens Group
Texas
$2.36M -$16.7K -25 -0.7%
PSP
2148
Principal Street Partners
Tennessee
$2.36M +$6.67K +10 +0.3%
AWMS
2149
Advocacy Wealth Management Services
Georgia
$2.36M -$151K -227 -6%
MIFH
2150
Migdal Insurance & Financial Holdings
Israel
$2.35M -$8.14M -12,213 -78%
84 85
86
87 88