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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
776
Stokes Family Office
Louisiana
$7.23M -$455K -1,179 -6%
PG
777
Prostatis Group
Maryland
$7.22M +$130M +337,598 +2,041%
LA
778
Legacy Advisors
Pennsylvania
$7.21M -$628K -1,628 -8%
SMG
779
Smart Money Group
Texas
$7.2M -$81.4K -211 -1%
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$7.18M -$51.3K -133 -0.7%
SFC
781
Strategic Financial Concepts
Texas
$7.16M -$301K -779 -4%
PFG
782
PAX Financial Group
Texas
$7.16M -$225K -582 -3%
CF
783
Copperwynd Financial
Arizona
$7.16M +$6.78M +17,574 New
FC
784
Family CFO
California
$7.14M -$47.5K -123 -0.7%
SL
785
Stevard LLC
Illinois
$7.11M -$34.3K -89 -0.5%
TCM
786
TD Capital Management
Tennessee
$7.08M +$25.1K +65 +0.4%
VFM
787
Valley Financial Management
New York
$7.03M -$221K -574 -3%
PFBT
788
Parkside Financial Bank & Trust
Missouri
$7.01M -$459K -1,189 -6%
NEPWA
789
New England Private Wealth Advisors
Massachusetts
$6.96M +$399K +1,033 +6%
MAM
790
Marotta Asset Management
Virginia
$6.96M +$6.59M +17,085 New
LWP
791
Laurel Wealth Planning
Minnesota
$6.92M -$43.2K -112 -0.7%
CWM
792
Connecticut Wealth Management
Connecticut
$6.9M +$1.02M +2,650 +19%
JIC
793
Joel Isaacson & Co
New York
$6.88M +$208K +538 +3%
FUBT
794
First United Bank & Trust
Maryland
$6.88M -$343K -890 -5%
PFS
795
Prospera Financial Services
Texas
$6.83M +$529K +1,370 +9%
VA
796
Verdad Advisers
Massachusetts
$6.8M +$6.44M +16,698 New
JWCA
797
J.W. Cole Advisors
Florida
$6.79M -$571K -1,481 -8%
NWA
798
Navis Wealth Advisors
New York
$6.78M – – –
AMI
799
Amica Mutual Insurance
Rhode Island
$6.75M +$6.39M +16,570 New
SSW
800
Smith Shellnut Wilson
Mississippi
$6.72M +$449K +1,163 +8%
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