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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2351
Gibson Capital
Pennsylvania
$781K -$376K -696 -31%
SS
2352
Sunbelt Securities
Texas
$779K +$241K +446 +42%
IFA
2353
Interactive Financial Advisors
Illinois
$778K -$57.8K -107 -7%
FWM
2354
Fingerlakes Wealth Management
New York
$778K +$23.8K +44 +3%
WMWM
2355
Wilkins Miller Wealth Management
Alabama
$776K +$816K +1,509 New
FTC
2356
Farmers Trust Company
Ohio
$775K – – –
FPCG
2357
Forum Private Client Group
Indiana
$774K -$30.3K -56 -4%
IFWM
2358
Institute for Wealth Management
Colorado
$773K -$176K -326 -18%
CBT
2359
Crews Bank & Trust
Florida
$769K -$15.7K -29 -2%
AWA
2360
Arbor Wealth Advisors
Michigan
$769K – – –
HCM
2361
Hall Capital Management
Rhode Island
$769K – – –
MCA
2362
Maryland Capital Advisors
Maryland
$766K – – –
MSG
2363
Main Street Group
Virginia
$765K -$8.11K -15 -1%
RAS
2364
RPS Advisory Solutions
Kentucky
$763K +$27K +50 +3%
WA
2365
Wealth Alliance
New York
$760K +$18.9K +35 +2%
WAL
2366
W Advisors LLC
Tennessee
$758K +$156K +288 +24%
LG
2367
LAM Group
Oregon
$758K -$214K -395 -21%
DPW
2368
DiNuzzo Private Wealth
Pennsylvania
$754K – – –
NWMG
2369
National Wealth Management Group
Ohio
$753K -$13K -24 -2%
CP
2370
Cumberland Partners
Ontario, Canada
$752K – – –
CWM
2371
Collaborative Wealth Management
Florida
$750K +$26.5K +49 +3%
TAP
2372
Tounjian Advisory Partners
Florida
$750K +$789K +1,460 New
CF
2373
Copperwynd Financial
Arizona
$750K -$11.6M -21,406 -94%
NCMW
2374
Northern Capital Management (Washington)
Washington
$746K +$96.8K +179 +14%
WCWM
2375
Willow Creek Wealth Management
California
$746K +$182K +336 +30%
93 94
95
96 97