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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
2126
Foster Victor Wealth Advisors
South Carolina
$1.45M +$503K +853 +57%
SAMT
2127
Select Asset Management & Trust
Pennsylvania
$1.45M – – –
CD
2128
Chapin Davis
Maryland
$1.45M – – –
WA1
2129
Wimmer Associates 1
California
$1.45M +$57.2K +97 +4%
CFA
2130
Capstone Financial Advisors
Illinois
$1.44M -$249K -423 -15%
OCM
2131
Osterweis Capital Management
California
$1.44M – – –
GDP
2132
Great Diamond Partners
Maine
$1.44M – – –
KIA
2133
KCM Investment Advisors
California
$1.44M +$60.7K +103 +5%
MIM
2134
Marshall Investment Management
Colorado
$1.43M +$373K +632 +37%
FFA
2135
First Foundation Advisors
California
$1.43M -$6.14M -10,411 -82%
FTA
2136
Financial & Tax Architects
Missouri
$1.43M +$1.37M +2,331 New
ACM
2137
Anfield Capital Management
California
$1.42M -$5.89K -10 -0.4%
CSI
2138
Cross Staff Investments
New York
$1.42M – – –
FFWA
2139
Forthright Family Wealth Advisory
Texas
$1.41M -$53.6K -91 -4%
PWA
2140
Peterson Wealth Advisors
Utah
$1.41M -$315K -535 -19%
HWMC
2141
Heritage Wealth Management (California)
California
$1.4M +$1.77K +3 +0.1%
RMC
2142
Resources Management Corp
Connecticut
$1.4M +$218K +370 +19%
MSF
2143
Mustard Seed Financial
Arkansas
$1.4M +$30.1K +51 +2%
RC
2144
Rovin Capital
Arizona
$1.39M +$4.13K +7 +0.3%
CFS
2145
Compass Financial Services
Iowa
$1.39M +$26.5K +45 +2%
PPW
2146
Parcion Private Wealth
Washington
$1.39M – – –
PWS
2147
Peterson Wealth Services
Utah
$1.39M -$1.26M -2,131 -94%
EF
2148
Exeter Financial
Arizona
$1.39M – – –
EBA
2149
Eagle Bay Advisors
New York
$1.39M -$30.7K -52 -2%
RW
2150
Rede Wealth
Virginia
$1.39M +$1.33M +2,255 New
84 85
86
87 88