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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCSA
2326
REYL & Cie S.A.
Switzerland
$1.85M +$2.06M +3,093 New
RRA
2327
Round Rock Advisors
Connecticut
$1.85M +$173K +259 +11%
LWA
2328
Legacy Wealth Advisors
Florida
$1.85M -$515K -772 -22%
NPF
2329
Norris Perne & French
Michigan
$1.85M – – –
IWA
2330
Inspirion Wealth Advisors
Illinois
$1.85M +$67.3K +101 +4%
NAG
2331
Northstar Advisory Group
New Jersey
$1.84M +$2K +3 +0.1%
AW
2332
Alteri Wealth
California
$1.84M +$109K +163 +6%
SFP
2333
Strategic Financial Partners
Oregon
$1.84M -$6.67K -10 -0.4%
LWM
2334
Level Wealth Management
North Carolina
$1.83M +$667 +1 +0%
IFA
2335
Independence Financial Advisors
New Hampshire
$1.83M +$5.33K +8 +0.3%
KF
2336
Krilogy Financial
Missouri
$1.82M +$171K +257 +11%
CMP
2337
Coston McIsaac & Partners
Maine
$1.81M +$263K +395 +18%
BHIA
2338
Birch Hill Investment Advisors
Massachusetts
$1.81M -$10K -15 -0.6%
TCA
2339
Trifecta Capital Advisors
Illinois
$1.81M +$90K +135 +5%
KFC
2340
Klingenstein Fields & Co
New York
$1.81M – – –
MHB
2341
Midwest Heritage Bank
Iowa
$1.8M +$4.67K +7 +0.3%
VDC
2342
Van Diest Capital
Iowa
$1.8M +$438K +657 +33%
VPW
2343
Vaquero Private Wealth
Texas
$1.8M +$1.75M +2,619 New
BIA
2344
BHK Investment Advisors
Alabama
$1.8M – – –
WA
2345
Wealth Alliance
New York
$1.79M -$16.7K -25 -0.9%
VCAM
2346
Van Cleef Asset Management
Ohio
$1.79M +$2.67K +4 +0.2%
ZAM
2347
Zevin Asset Management
Massachusetts
$1.79M – – –
HKAM
2348
Horizon Kinetics Asset Management
New York
$1.79M -$230K -345 -12%
RWM
2349
Rezny Wealth Management
Florida
$1.78M -$74.7K -112 -4%
LL
2350
LPWM LLC
Minnesota
$1.78M +$31.3K +47 +2%
92 93
94
95 96