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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APF
2126
Alaska Permanent Fund
Alaska
$548K – – –
WTFG
2127
Wells Trecaso Financial Group
Ohio
$547K -$54.5K -119 -9%
ARG
2128
Advisory Resource Group
Oklahoma
$545K +$3.66K +8 +0.7%
CFO
2129
Custos Family Office
Texas
$543K -$92.5K -202 -15%
CAG
2130
Curtis Advisory Group
California
$541K +$66.8K +146 +15%
EL
2131
Essex LLC
Illinois
$541K +$915 +2 +0.2%
FC
2132
Forte Capital
New York
$538K -$13.3K -29 -3%
HCMT
2133
Highland Capital Management (Tennessee)
Tennessee
$536K -$220K -480 -30%
DTC
2134
Davidson Trust Company
Washington
$535K -$15.6K -34 -3%
BRG
2135
Bay Rivers Group
Virginia
$533K -$12.4K -27 -2%
PPC
2136
Park Place Capital
Alabama
$532K -$34.3K -75 -6%
ERWM
2137
Elk River Wealth Management
Colorado
$532K -$3.66K -8 -0.7%
AIFAIM
2138
American Institute for Advanced Investment Management
Arizona
$532K – – –
PA
2139
Perennial Advisors
New York
$531K +$32.5K +71 +7%
DP
2140
Dearborn Partners
Illinois
$530K +$8.24K +18 +2%
FTWA
2141
Fifth Third Wealth Advisors
Ohio
$530K +$190K +415 +60%
3AM
2142
3EDGE Asset Management
Florida
$529K -$199K -435 -28%
CAM
2143
Campion Asset Management
Virginia
$529K – – –
CWM
2144
Chesapeake Wealth Management
Virginia
$528K +$43.5K +95 +9%
HG
2145
Harbor Group
New Hampshire
$528K +$458 +1 +0.1%
HWMG
2146
Hurlow Wealth Management Group
Indiana
$526K +$26.5K +58 +6%
NHT
2147
New Hampshire Trust
New Hampshire
$523K -$1.77M -3,869 -78%
BMCM
2148
Burns Matteson Capital Management
New York
$523K +$498K +1,088 New
SPI
2149
Santori & Peters Inc
Pennsylvania
$522K +$915 +2 +0.2%
EFG
2150
Ethos Financial Group
Pennsylvania
$521K +$486K +1,061 New
84 85
86
87 88