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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$3.2M -$254K -908 -6%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$3.19M +$3.39M +12,090 +887%
ADL
528
Asset Dedication LLC
California
$3.18M +$106K +377 +3%
FMP
529
Financial Management Professionals
Texas
$3.17M +$3.75M +13,375 New
CA
530
Cornerstone Advisory
Maryland
$3.15M -$700K -2,500 -16%
AF
531
Allworth Financial
California
$3.08M +$3.43M +12,258 +1,621%
ACM
532
AlphaStar Capital Management
North Carolina
$3.05M +$3.41M +12,156 New
BG
533
Berry Group
Massachusetts
$3.05M -$318K -1,136 -8%
WLIM
534
White Lighthouse Investment Management
Massachusetts
$3.03M +$314K +1,122 +10%
HKAM
535
Horizon Kinetics Asset Management
New York
$3.03M -$981K -3,502 -21%
TW
536
Transform Wealth
Colorado
$3.03M -$27.9M -99,428 -89%
AIM
537
Anchor Investment Management
South Carolina
$3M -$94.7K -338 -3%
FHA
538
Flagship Harbor Advisors
Massachusetts
$2.98M -$298K -1,063 -8%
RIG
539
Roosevelt Investment Group
New York
$2.98M -$2.35M -8,394 -40%
SSW
540
Smith Shellnut Wilson
Mississippi
$2.95M -$171K -611 -5%
BC
541
Burleson & Co
California
$2.94M +$157K +560 +5%
VWA
542
Visionary Wealth Advisors
Illinois
$2.93M -$3.84M -13,701 -53%
PA
543
Parallel Advisors
California
$2.89M +$814K +2,905 +31%
ACM
544
Ategra Capital Management
Virginia
$2.89M +$368K +1,315 +12%
OWA
545
Outlook Wealth Advisors
Texas
$2.86M -$109K -390 -3%
MFWM
546
Motley Fool Wealth Management
Virginia
$2.86M -$1.09M -3,902 -24%
MWM
547
Mission Wealth Management
California
$2.85M +$206K +734 +6%
IWM
548
IHT Wealth Management
Illinois
$2.85M +$1.41M +5,042 +72%
TI
549
Trexquant Investment
Connecticut
$2.83M -$31.7K -113 -0.9%
FMC
550
First Merchants Corp
Indiana
$2.83M +$424K +1,515 +15%
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