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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
826
Independent Financial Group
California
$15.6M +$1.28M +2,431 +10%
JSW
827
Journey Strategic Wealth
New Jersey
$15.6M +$7.21M +13,714 +100%
MWM
828
Modera Wealth Management
New Jersey
$15.5M -$57.3K -109 -0.4%
PA
829
Parkside Advisors
California
$15.3M +$958K +1,822 +7%
BFG
830
Berger Financial Group
Minnesota
$15.3M +$533K +1,014 +4%
CIM
831
Corda Investment Management
Texas
$15.3M +$602K +1,146 +4%
FPWM
832
FSB Premier Wealth Management
Iowa
$15.2M -$393K -748 -3%
ICCON
833
Investment Counsel Company of Nevada
Nevada
$15.2M – – –
CWM
834
Certus Wealth Management
California
$15.2M -$6.19M -11,784 -31%
CB
835
Community Bank
New York
$15.2M +$2.4M +4,573 +21%
CC
836
Climber Capital
Switzerland
$15.1M -$18.4K -35 -0.1%
SCM
837
SOL Capital Management
Maryland
$15.1M +$1.1M +2,099 +9%
SAS
838
Stelac Advisory Services
New York
$15.1M +$1.94M +3,697 +16%
VWA
839
Visionary Wealth Advisors
Illinois
$15M +$1.39M +2,638 +11%
TF
840
Trek Financial
Arizona
$15M -$15.1M -28,819 -52%
WCFA
841
Walkner Condon Financial Advisors
Wisconsin
$14.9M -$1.15M -2,187 -8%
MFT
842
Moisand Fitzgerald Tamayo
Florida
$14.8M -$589K -1,120 -4%
LIA
843
LBMC Investment Advisors
Tennessee
$14.7M -$46.2K -88 -0.3%
PSCM
844
Per Stirling Capital Management
Texas
$14.5M +$9.41M +17,903 +233%
MFWM
845
Motley Fool Wealth Management
Virginia
$14.5M -$2.33M -4,430 -15%
RCS
846
Retirement Capital Strategies
California
$14.5M -$26M -49,468 -66%
DCM
847
Disciplina Capital Management
Tennessee
$14.4M +$3.97M +7,550 +42%
FSA
848
Fort Sheridan Advisors
Illinois
$14.4M +$2.18M +4,156 +20%
FNBT
849
FineMark National Bank & Trust
Florida
$14.3M -$3.81M -7,244 -22%
PI
850
Pachira Investments
California
$14.3M -$440K -838 -3%
32 33
34
35 36