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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
2251
Summit Investment Advisory Services
Minnesota
$431K -$46.7K -102 -10%
AW
2252
Alaethes Wealth
Nevada
$430K -$1.05M -2,288 -72%
AT
2253
Avalon Trust
New Mexico
$430K – – –
LFP
2254
Leeward Financial Partners
Washington
$430K – – –
BA
2255
Bellwether Advisors
Nebraska
$429K – – –
PFP
2256
Paragon Financial Partners
California
$428K +$458 +1 +0.1%
AWA
2257
Alta Wealth Advisors
Massachusetts
$428K – – –
AP
2258
Appleton Partners
Massachusetts
$428K +$22K +48 +6%
BLC
2259
Brown, Lisle/Cummings
Rhode Island
$425K -$16.9K -37 -4%
HWP
2260
Hibernia Wealth Partners
Louisiana
$425K +$31.6K +69 +8%
SFS
2261
Stiles Financial Services
Minnesota
$425K +$53.5K +117 +13%
WHCFA
2262
William Howard & Co Financial Advisors
Tennessee
$424K +$404K +882 New
MWPCG
2263
Measured Wealth Private Client Group
New Hampshire
$423K -$366K -799 -48%
AWM
2264
Aprio Wealth Management
Georgia
$423K -$386K -844 -49%
KFI
2265
Key Financial Inc
Pennsylvania
$423K -$33.9K -74 -8%
PG
2266
Patten Group
Tennessee
$423K – – –
BHBT
2267
Burke & Herbert Bank & Trust
Virginia
$421K -$130K -285 -25%
BP
2268
Broadleaf Partners
Ohio
$420K -$125K -273 -24%
CP
2269
Castleview Partners
Texas
$420K – – –
TFG
2270
Taylor Financial Group
Virginia
$419K – – –
SKK
2271
Shepherd Kaplan Krochuk
Massachusetts
$419K -$222K -486 -36%
BIP
2272
Blueprint Investment Partners
North Carolina
$418K +$78.3K +171 +24%
APW
2273
Atlantic Private Wealth
North Carolina
$418K – – –
WGCA
2274
Wolf Group Capital Advisors
Virginia
$417K – – –
HNW
2275
High Note Wealth
Minnesota
$417K -$1.37K -3 -0.3%
89 90
91
92 93