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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Abound Wealth Management
Tennessee
$8.37M +$2.23M +6,304 +36%
NG
652
Northstar Group
New York
$8.31M +$343K +970 +4%
RFP
653
Roth Financial Partners
Texas
$8.3M +$764K +2,162 +10%
GC
654
Guggenheim Capital
Illinois
$8.27M +$69.9K +198 +0.8%
PFA
655
Professional Financial Advisors
Nebraska
$8.27M -$726K -2,055 -8%
SWA
656
Sutton Wealth Advisors
Florida
$8.23M +$762K +2,158 +10%
CG
657
Cutler Group
California
$8.23M +$7.28M +20,599 +727%
BTW
658
Boston Trust Walden
Massachusetts
$8.22M – – –
MI
659
Mercer Investments
Massachusetts
$8.19M +$311K +879 +4%
MFA
660
McClarren Financial Advisors
Pennsylvania
$8.13M +$331K +938 +4%
SFO
661
Stokes Family Office
Louisiana
$8.09M -$879K -2,487 -10%
FFA
662
First Foundation Advisors
California
$8.07M +$891K +2,522 +12%
EL
663
EQ LLC
Washington
$8.04M +$1.03M +2,928 +15%
WCFA
664
Walkner Condon Financial Advisors
Wisconsin
$8.03M +$306K +865 +4%
AIA
665
Alera Investment Advisors
Illinois
$8.03M +$630K +1,782 +8%
EHC
666
Everett Harris & Co
California
$7.98M +$433K +1,225 +6%
GWANC
667
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.97M -$41K -116 -0.5%
SAG
668
SageView Advisory Group
California
$7.95M +$8M +22,641 New
BSB
669
Bangor Savings Bank
Maine
$7.93M -$82.3K -233 -1%
IWM
670
IHT Wealth Management
Illinois
$7.91M -$109K -308 -1%
SAS
671
Sanford Advisory Services
Michigan
$7.87M +$5.01M +14,184 +173%
JWCA
672
J.W. Cole Advisors
Florida
$7.84M -$1.27M -3,589 -14%
AAS
673
Ameritas Advisory Services
Nebraska
$7.84M +$1.91M +5,420 +32%
HWP
674
Highline Wealth Partners
California
$7.75M -$1.1M -3,105 -12%
PAG
675
Private Advisory Group
Washington
$7.7M +$1.12M +3,164 +17%
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