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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
826
Okabena Investment Services
Minnesota
$10.2M -$4.85M -10,089 -33%
WIA
827
Wetzel Investment Advisors
Indiana
$10.1M -$36.1K -75 -0.4%
AWM
828
Activest Wealth Management
Florida
$10.1M +$576K +1,197 +6%
CBC
829
Coombe, Bender & Co
New York
$10.1M -$692K -1,439 -7%
TPWA
830
TRUE Private Wealth Advisors
Oregon
$10M -$372K -774 -4%
BWIA
831
Bryant Woods Investment Advisors
New York
$10M -$3.76M -7,809 -23%
FMI
832
F/M Investments
District of Columbia
$9.94M +$9.57M +19,882 New
CF
833
Copperwynd Financial
Arizona
$9.92M +$143K +298 +2%
LWP
834
Laurel Wealth Planning
Minnesota
$9.92M -$603K -1,254 -6%
HF
835
Halpern Financial
Virginia
$9.91M +$1.08M +2,248 +13%
SAS
836
Stelac Advisory Services
New York
$9.9M +$470K +976 +5%
AWM
837
Adams Wealth Management
Utah
$9.89M +$355K +737 +4%
CI
838
CacheTech Inc
Utah
$9.89M +$9.51M +19,768 New
SIA
839
Sage Investment Advisers
New York
$9.78M +$502K +1,044 +6%
LIA
840
LifePlan Investment Advisors
North Carolina
$9.77M +$133K +276 +1%
CFC
841
Coyle Financial Counsel
Illinois
$9.74M – – –
BFG
842
Berger Financial Group
Minnesota
$9.7M +$271K +563 +3%
AFG
843
Atomi Financial Group
New York
$9.64M +$3.75M +7,796 +68%
WFA
844
Websterrogers Financial Advisors
South Carolina
$9.64M +$59.7K +124 +0.6%
KW
845
KWB Wealth
California
$9.61M -$3.37K -7 -0%
HP
846
Hikari Power
Japan
$9.6M – – –
EP
847
Edgestream Partners
New Jersey
$9.57M -$402K -836 -4%
FA
848
FSA Advisors
Michigan
$9.53M -$142K -296 -2%
BCM
849
BluePointe Capital Management
California
$9.5M +$76K +158 +0.8%
EWA
850
Evolution Wealth Advisors
Florida
$9.49M -$3.95M -8,204 -30%
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