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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
826
Rockland Trust
Massachusetts
$5.06M +$616K +1,744 +14%
WP
827
WealthSource Partners
California
$5.06M -$312K -883 -6%
APC
828
Asset Planning Corporation
Tennessee
$5.04M -$39.9K -113 -0.8%
ACP
829
Aveo Capital Partners
Colorado
$5.04M +$1.03M +2,909 +25%
JSW
830
Journey Strategic Wealth
New Jersey
$5.03M +$3.41M +9,666 +208%
CSPIA
831
Cary Street Partners Investment Advisory
Virginia
$4.99M +$529K +1,497 +12%
MWM
832
Mission Wealth Management
California
$4.98M +$1.18M +3,327 +31%
SAM
833
Secure Asset Management
Michigan
$4.97M -$771K -2,182 -13%
LSIA
834
LaSalle St. Investment Advisors
Illinois
$4.97M +$5M +14,147 New
KL
835
KilterHowling LLC
Colorado
$4.94M +$116K +328 +2%
HCM
836
Howland Capital Management
Massachusetts
$4.94M +$472K +1,337 +11%
FD
837
Financial Designs
California
$4.92M +$4.95M +14,008 New
ZIG
838
Zuckerman Investment Group
Illinois
$4.91M +$21.2K +60 +0.4%
GFPC
839
Global Financial Private Client
Florida
$4.88M -$553K -1,565 -10%
CAS
840
Coppell Advisory Solutions
Texas
$4.88M +$4.91M +13,899 New
CASC
841
Coppell Advisory Solutions Corp
Texas
$4.88M +$4.91M +13,899 New
BMM
842
Berkshire Money Management
Massachusetts
$4.84M +$745K +2,109 +18%
LIA
843
Luken Investment Analytics
Tennessee
$4.83M +$4.86M +13,753 New
AO
844
Advisor OS
Illinois
$4.82M +$38.9K +110 +0.8%
CAG
845
Csenge Advisory Group
Florida
$4.82M +$242K +685 +5%
CCM
846
Coerente Capital Management
Ontario, Canada
$4.81M – – –
FA
847
Fermata Advisors
California
$4.81M -$673K -1,905 -12%
MSWMA
848
Market Street Wealth Management Advisors
Indiana
$4.8M +$4.48M +12,686 +1,288%
CDH
849
Charles D. Hyman
$4.79M +$4.59K +13 +0.1%
YIA
850
YHB Investment Advisors
Connecticut
$4.79M +$40.3K +114 +0.8%
32 33
34
35 36