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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2401
Rinkey Investments
California
$867K +$3.15K +6 +0.4%
IFA
2402
Interactive Financial Advisors
Illinois
$867K +$5.78K +11 +0.7%
GC
2403
Gibson Capital
Pennsylvania
$863K – – –
FVWA
2404
Foster Victor Wealth Advisors
South Carolina
$861K +$149K +283 +23%
FTC
2405
Farmers Trust Company
Ohio
$857K – – –
AWM
2406
Able Wealth Management
New Jersey
$857K -$77.3K -147 -9%
FPCG
2407
Forum Private Client Group
Indiana
$856K +$1.05K +2 +0.1%
AWA
2408
Arbor Wealth Advisors
Michigan
$850K – – –
HCM
2409
Hall Capital Management
Rhode Island
$850K – – –
SDWIA
2410
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$848K +$306K +582 +64%
FMN
2411
Financial Management Network
California
$846K +$7.88K +15 +1%
MSG
2412
Main Street Group
Virginia
$845K -$1.58K -3 -0.2%
CIA
2413
Covington Investment Advisors
Pennsylvania
$844K -$28.9K -55 -4%
LG
2414
LAM Group
Oregon
$838K – – –
KIG
2415
Kennedy Investment Group
New Jersey
$836K +$53.1K +101 +7%
MCA
2416
Maryland Capital Advisors
Maryland
$833K -$12.6K -24 -2%
CP
2417
Cumberland Partners
Ontario, Canada
$831K – – –
HIW
2418
Holos Integrated Wealth
Pennsylvania
$829K – – –
SP
2419
Saranac Partners
$829K -$958K -1,822 Closed
CCM
2420
Chiron Capital Management
Florida
$828K +$6.31K +12 +0.8%
PMA
2421
Prudent Man Advisors
Illinois
$826K +$55.2K +105 +8%
LWP
2422
LMG Wealth Partners
Louisiana
$825K +$764K +1,453 New
PBC
2423
Pavion Blue Capital
California
$824K – – –
AA
2424
Addison Advisors
Vermont
$823K +$98.8K +188 +15%
AZ
2425
Alpha Zero
Florida
$820K +$54.7K +104 +8%
95 96
97
98 99