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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
776
Xcel Wealth Management
Florida
$3.33M +$8.45K +22 +0.3%
TFA
777
Teamwork Financial Advisors
Texas
$3.29M +$428K +1,116 +15%
NWS
778
Newport Wealth Strategies
California
$3.29M +$155K +404 +5%
PIA
779
Pinion Investment Advisors
Kansas
$3.28M +$60.6K +158 +2%
AF
780
Allworth Financial
California
$3.25M -$486K -1,265 -13%
FPTW
781
Franklin, Parlapiano, Turner & Welch
Texas
$3.23M – – –
RI
782
Ridgewood Investments
New Jersey
$3.22M -$23.8K -62 -0.8%
SFA
783
Sequoia Financial Advisors
Ohio
$3.21M -$64.5K -168 -2%
RIG
784
Roosevelt Investment Group
New York
$3.21M +$86.4K +225 +3%
PCA
785
Pallas Capital Advisors
Massachusetts
$3.21M +$251K +654 +9%
JIC
786
Johnson Investment Counsel
Ohio
$3.2M +$111K +289 +4%
FFWM
787
Future Financial Wealth Management
Ohio
$3.2M -$626K -1,632 -17%
LWAC
788
Laurel Wealth Advisors (California)
California
$3.2M +$78.3K +204 +3%
WPP
789
Whalerock Point Partners
Rhode Island
$3.19M – – –
BWAM
790
Boyd Watterson Asset Management
Ohio
$3.19M -$16.1K -42 -0.5%
MFG
791
Merit Financial Group
Georgia
$3.18M +$716K +1,865 +30%
S
792
Surevest
California
$3.17M +$177K +461 +6%
KA
793
Klingman & Associates
New York
$3.16M +$552K +1,439 +22%
FPCM
794
Financial Partners Capital Management
New York
$3.15M +$6.14K +16 +0.2%
PFS
795
Prospera Financial Services
Texas
$3.15M +$809K +2,108 +36%
FMN
796
Financial Management Network
California
$3.15M +$32.2K +84 +1%
LWM
797
Liberty Wealth Management
California
$3.14M -$554K -1,442 -15%
W
798
Wealthquest
Ohio
$3.14M -$435K -1,134 -12%
LFF
799
Level Four Financial
Texas
$3.14M +$189K +492 +7%
GSIS
800
Global Strategic Investment Solutions
Arizona
$3.13M +$190K +494 +7%
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