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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2126
Trifecta Capital Advisors
Illinois
$472K +$193K +471 +77%
CFAM
2127
Center For Asset Management
Florida
$472K -$54.9K -134 -11%
BAM
2128
Bayshore Asset Management
Florida
$472K – – –
TFP
2129
Tilia Fiduciary Partners
North Carolina
$472K +$14.3K +35 +3%
DA
2130
Drake & Associates
Wisconsin
$471K – – –
AIA
2131
Armor Investment Advisors
North Carolina
$471K – – –
FCFC
2132
First Citizens Financial Corp
Iowa
$470K -$103K -252 -19%
EWM
2133
Elevatus Welath Management
New York
$470K +$213K +521 +94%
BWL
2134
Beacon Wealthcare LLC
North Carolina
$470K +$44.2K +108 +11%
MTIC
2135
Missouri Trust & Investment Company
Missouri
$469K -$8.19K -20 -2%
RCP
2136
Rothschild Capital Partners
New York
$469K +$439K +1,073 New
6F
2137
626 Financial
Michigan
$468K -$382K -932 -47%
GFA
2138
Gallagher Fiduciary Advisors
Illinois
$467K -$11.9K -29 -3%
PWP
2139
Pursue Wealth Partners
California
$466K +$7.37K +18 +2%
PCMF
2140
Private Capital Management (Florida)
Florida
$464K +$38.1K +93 +10%
JPWM
2141
Jamison Private Wealth Management
Georgia
$463K -$28.2K -69 -6%
BOPW
2142
Brandywine Oak Private Wealth
Pennsylvania
$462K +$409 +1 +0.1%
GGS
2143
Galvin Gaustad & Stein
Arizona
$461K +$31.1K +76 +8%
MWAM
2144
Manhattan West Asset Management
California
$460K +$23.3K +57 +6%
FNBOMD
2145
First National Bank of Mount Dora
Florida
$460K – – –
CMP
2146
Coston McIsaac & Partners
Maine
$459K +$28.7K +70 +7%
WPC
2147
White Pine Capital
Minnesota
$459K – – –
JFA
2148
JNBA Financial Advisors
Minnesota
$458K – – –
SSWM
2149
Strait & Sound Wealth Management
California
$458K +$114K +278 +36%
SRCM
2150
Signature Resources Capital Management
California
$457K +$428K +1,046 New
84 85
86
87 88