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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
701
Legacy Wealth Management (Mississippi)
Mississippi
$3.58M -$7.5K -23 -0.2%
MNBTD
702
Moody National Bank Trust Division
Texas
$3.57M – – –
FI
703
FormulaFolio Investments
Michigan
$3.57M +$2.14M +6,565 +172%
LWAC
704
Laurel Wealth Advisors (California)
California
$3.55M +$144K +441 +4%
LC
705
Landaas & Company
Wisconsin
$3.54M -$5.54K -17 -0.2%
PMG
706
ProVise Management Group
Florida
$3.48M +$834K +2,558 +34%
YIA
707
YHB Investment Advisors
Connecticut
$3.47M +$70.1K +215 +2%
CWM
708
Concentric Wealth Management
California
$3.46M +$76.3K +234 +2%
RIM
709
Redwood Investment Management
Arizona
$3.44M +$3.26M +10,009 New
CFO
710
Collective Family Office
Pennsylvania
$3.43M +$3.26M +9,991 New
FFWM
711
Future Financial Wealth Management
Ohio
$3.4M +$3.22M +9,888 New
PL
712
Plancorp LLC
Missouri
$3.38M +$617K +1,893 +24%
LWM
713
Liberty Wealth Management
California
$3.38M -$531K -1,628 -14%
IFA
714
Interactive Financial Advisors
Illinois
$3.35M -$459K -1,408 -13%
BPCE
715
Bank Pictet & Cie (Europe)
Germany
$3.34M – – –
LC
716
Lindbrook Capital
California
$3.31M – – –
PF
717
Phoenix Financial
Israel
$3.31M -$16M -49,180 -84%
IIM
718
InTrack Investment Management
Vermont
$3.29M +$3.12M +9,557 New
FFN
719
Focus Financial Network
Minnesota
$3.28M -$5.87K -18 -0.2%
WLIM
720
White Lighthouse Investment Management
Massachusetts
$3.27M -$259K -793 -8%
DIA
721
Dana Investment Advisors
Wisconsin
$3.27M +$1.65M +5,050 +113%
AF
722
Allworth Financial
California
$3.25M -$239K -733 -7%
SVWAG
723
Sound View Wealth Advisors Group
Georgia
$3.24M +$198K +608 +7%
ICG
724
InterOcean Capital Group
Tennessee
$3.24M +$3.07M +9,422 New
TCM
725
TD Capital Management
Tennessee
$3.23M +$25.1K +77 +0.8%
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