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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
2126
Snowwater Investment Partners
Connecticut
$1.95M -$246K -394 -11%
FA
2127
Fountainhead AM
New Jersey
$1.95M +$130K +208 +7%
GFL
2128
Granite FO LLC
New Hampshire
$1.95M -$33.8K -54 -2%
MQWP
2129
Morey & Quinn Wealth Partners
Nebraska
$1.95M +$280K +448 +16%
4A
2130
4Wealth Advisors
Illinois
$1.95M +$103K +164 +5%
RAM
2131
Reflection Asset Management
South Carolina
$1.95M +$1.83M +2,932 +13,962%
FWP
2132
Flatrock Wealth Partners
California
$1.94M +$102K +163 +5%
KJWM
2133
Kiley Juergens Wealth Management
Washington
$1.94M +$2.03M +3,249 New
SWP
2134
Strategic Wealth Partners
Ohio
$1.94M +$174K +279 +9%
MA
2135
MONECO Advisors
Connecticut
$1.94M +$265K +423 +15%
TC
2136
TFR Capital
Texas
$1.94M -$91.3K -146 -4%
XT
2137
XTX Topco
Cayman Islands
$1.94M -$3.07M -4,906 -60%
AGWCA
2138
Annis Gardner Whiting Capital Advisors
Florida
$1.94M +$73.2K +117 +4%
WCM
2139
WealthTrak Capital Management
Virginia
$1.93M – – –
CL
2140
CVFG LLC
Indiana
$1.93M +$1.67M +2,668 +470%
AR
2141
Apeiron RIA
Texas
$1.93M +$5K +8 +0.2%
OPF
2142
Old Peak Finance
North Carolina
$1.93M – – –
MIC
2143
Meridian Investment Counsel
California
$1.93M +$26.9K +43 +1%
BI
2144
BFI Infinity
Switzerland
$1.93M +$148K +237 +8%
KFI
2145
Key Financial Inc
Pennsylvania
$1.92M – – –
WAG
2146
Wilkerson Advisory Group
Missouri
$1.92M -$80.1K -128 -4%
EIA
2147
Edgemoor Investment Advisors
Maryland
$1.92M -$6.25K -10 -0.3%
PPWM
2148
Paragon Private Wealth Management
Kentucky
$1.92M -$1.99M -3,187 -50%
HA
2149
HFG Advisors
Ohio
$1.92M +$40.7K +65 +2%
GD
2150
Grandfield & Dodd
New York
$1.92M -$131K -210 -6%
84 85
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