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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
W
851
WorthPointe
California
$12.8M -$693K -1,282 -5%
BRWA
852
B. Riley Wealth Advisors
Florida
$12.8M -$205K -380 -2%
GEM
853
Global Endowment Management
North Carolina
$12.7M +$635K +1,174 +5%
WIA
854
Wetzel Investment Advisors
Indiana
$12.7M +$236K +437 +2%
TFP
855
Traction Financial Partners
Wyoming
$12.6M -$425K -786 -3%
SFC
856
Strategic Financial Concepts
Texas
$12.6M +$1.12M +2,069 +9%
NEWAS
857
N.E.W. Advisory Services
Wisconsin
$12.6M +$2.12M +3,921 +19%
SCM
858
SOL Capital Management
Maryland
$12.6M +$2.72M +5,029 +26%
TIA
859
Traphagen Investment Advisors
New Jersey
$12.4M +$9.19K +17 +0.1%
AAG
860
Armstrong Advisory Group
Massachusetts
$12.4M – – –
RPCA
861
Running Point Capital Advisors
California
$12.4M +$56.2K +104 +0.4%
CLP
862
Charis Legacy Partners
Texas
$12.4M +$2.66M +4,923 +26%
PIP
863
Peachtree Investment Partners
Florida
$12.4M -$4.5M -8,320 -26%
WC
864
Waterloo Capital
Texas
$12.4M -$766K -1,417 -6%
G
865
Gainplan
Michigan
$12.3M -$1.4M -2,599 -10%
VWA
866
Visionary Wealth Advisors
Illinois
$12.2M +$1.65M +3,050 +15%
LA
867
Legacy Advisors
Pennsylvania
$12.2M +$1.13M +2,083 +10%
OFP
868
OFC Financial Planning
New Jersey
$12.1M -$200K -370 -2%
MWM
869
Mittelman Wealth Management
Massachusetts
$12.1M -$631K -1,168 -5%
SC
870
Sapient Capital
Indiana
$12.1M +$1.74M +3,222 +16%
NAS
871
Nicolet Advisory Services
Wisconsin
$12.1M -$1.18M -2,186 -8%
ALC
872
Alexander Labrunerie & Co
Missouri
$12.1M -$1.01M -1,861 -7%
WTA
873
Washington Trust Advisors
Massachusetts
$12M -$46.5K -86 -0.4%
MFA
874
McClarren Financial Advisors
Pennsylvania
$12M +$16.5M +30,595 New
BCA
875
Bay Colony Advisors
Massachusetts
$11.9M +$1.21M +2,235 +11%
33 34
35
36 37