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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
876
TFO Wealth Partners
Ohio
$3.91M +$129K +305 +3%
PCA
877
Pallas Capital Advisors
Massachusetts
$3.91M +$455K +1,078 +12%
PCIA
878
Prime Capital Investment Advisors
Kansas
$3.89M +$2.72M +6,441 +261%
FP
879
Financial Perspectives
Minnesota
$3.88M +$1.5M +3,546 +66%
PIA
880
Pinion Investment Advisors
Kansas
$3.87M -$422 -1 -0%
TRCT
881
Tower Research Capital (TRC)
New York
$3.87M -$41.8M -99,004 -92%
WLIM
882
White Lighthouse Investment Management
Massachusetts
$3.86M +$264K +625 +8%
RI
883
Ridgewood Investments
New Jersey
$3.82M +$95K +225 +3%
PFA
884
Pure Financial Advisors
California
$3.81M +$2.29M +5,429 +164%
DAS
885
Dynamic Advisor Solutions
Arizona
$3.81M +$1.44M +3,402 +64%
YWS
886
Yarger Wealth Strategies
Ohio
$3.8M +$3.67M +8,698 New
SFA
887
Sequoia Financial Advisors
Ohio
$3.78M +$2.52M +5,971 +221%
KA
888
Klingman & Associates
New York
$3.78M +$210K +497 +6%
KC
889
Kinloch Capital
Virginia
$3.77M -$12.7K -30 -0.3%
CWM
890
Concentric Wealth Management
California
$3.77M +$1.27K +3 +0%
SPP
891
Single Point Partners
Massachusetts
$3.76M +$3.63M +8,609 New
BCM
892
BTC Capital Management
Iowa
$3.71M – – –
WCM
893
Windham Capital Management
Massachusetts
$3.71M – – –
XWM
894
Xcel Wealth Management
Florida
$3.69M -$9.29K -22 -0.3%
SIA
895
Soltis Investment Advisors
Utah
$3.68M +$602K +1,426 +20%
TFA
896
Teamwork Financial Advisors
Texas
$3.68M +$66.7K +158 +2%
FFWM
897
Future Financial Wealth Management
Ohio
$3.68M +$104K +247 +3%
FPCM
898
Financial Partners Capital Management
New York
$3.67M +$101K +240 +3%
PWMAG
899
Pinnacle Wealth Management Advisory Group
New Jersey
$3.66M +$121K +286 +4%
SIC
900
Sigma Investment Counselors
Michigan
$3.66M -$73.9K -175 -2%
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