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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
2251
BG Investment Services
Guam
$1.67M +$69K +111 +4%
GWMIA
2252
Global Wealth Management Investment Advisory
Florida
$1.67M +$3.73K +6 +0.2%
CSB
2253
City State Bank
Iowa
$1.67M +$53.4K +86 +3%
CCM
2254
Cutler Capital Management
Massachusetts
$1.66M +$313K +503 +23%
IFA
2255
Independence Financial Advisors
New Hampshire
$1.66M +$9.32K +15 +0.6%
TRCT
2256
Tower Research Capital (TRC)
New York
$1.66M +$1.64M +2,646 New
AWA
2257
Acorn Wealth Advisors
Michigan
$1.65M +$285K +459 +21%
FCIM
2258
Fairview Capital Investment Management
California
$1.65M +$281K +452 +21%
CI
2259
CX Institutional
Indiana
$1.65M +$242K +389 +17%
APW
2260
Aurora Private Wealth
New Jersey
$1.65M +$1.64M +2,632 New
PPWM
2261
Perissos Private Wealth Management
Oklahoma
$1.65M +$894K +1,438 +121%
GFA
2262
Gallagher Fiduciary Advisors
Illinois
$1.65M +$83.9K +135 +5%
ICMM
2263
Integrated Capital Management (Michigan)
Michigan
$1.64M +$3.11K +5 +0.2%
BIA
2264
BHK Investment Advisors
Alabama
$1.64M – – –
MFS
2265
Madrona Financial Services
Washington
$1.64M +$621 +1 +0%
VCAM
2266
Van Cleef Asset Management
Ohio
$1.64M -$186K -300 -10%
ZAM
2267
Zevin Asset Management
Massachusetts
$1.63M +$61.5K +99 +4%
KFC
2268
Klingenstein Fields & Co
New York
$1.63M – – –
JSA
2269
Jim Saulnier & Associates
Colorado
$1.63M +$10.6K +17 +0.7%
KWMG
2270
King Wealth Management Group
Florida
$1.63M -$9.94K -16 -0.6%
IWM
2271
Iams Wealth Management
Nebraska
$1.63M +$26.7K +43 +2%
FS
2272
Financial Symmetry
North Carolina
$1.63M +$1.25M +2,012 +346%
FWP
2273
Forefront Wealth Partners
Texas
$1.62M +$103K +165 +7%
LL
2274
LPWM LLC
Minnesota
$1.62M +$112K +180 +7%
AT
2275
Adelphi Trust
Florida
$1.62M +$1.61M +2,585 New
89 90
91
92 93