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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
901
Stelac Advisory Services
New York
$5.12M +$262K +640 +5%
MWM
902
Modera Wealth Management
New Jersey
$5.12M -$902K -2,205 -14%
BG
903
Bollard Group
Massachusetts
$5.09M +$19.2K +47 +0.4%
FLPIM
904
F.L. Putnam Investment Management
Massachusetts
$5.09M +$145K +354 +3%
FFWM
905
Future Financial Wealth Management
Ohio
$5.04M +$2.45K +6 +0%
BCG
906
Breakwater Capital Group
New Jersey
$5.04M +$554K +1,354 +12%
BCA
907
Bay Colony Advisors
Massachusetts
$5.03M +$1.29M +3,153 +33%
PWS
908
Private Wealth Strategies
Ohio
$5.01M -$94.9K -232 -2%
RWP
909
Ridgecrest Wealth Partners
California
$5M -$38.4K -94 -0.7%
AFO
910
Allie Family Office
Florida
$4.99M -$2.15M -5,269 -29%
CWS
911
Cypress Wealth Services
California
$4.99M +$8.18K +20 +0.2%
KWS
912
Keystone Wealth Services
California
$4.98M +$265K +649 +5%
LIA
913
Luken Investment Analytics
Tennessee
$4.97M -$78.5K -192 -1%
PP
914
Patten & Patten
Tennessee
$4.95M +$5.72K +14 +0.1%
TRCT
915
Tower Research Capital (TRC)
New York
$4.94M -$128M -312,337 -96%
SC
916
Saiph Capital
New Jersey
$4.93M +$14.7K +36 +0.3%
SIAG
917
Safeguard Investment Advisory Group
California
$4.91M +$294K +719 +6%
BWM
918
BCGM Wealth Management
Indiana
$4.9M -$1.04M -2,535 -17%
CAS
919
Coppell Advisory Solutions
Texas
$4.88M +$212K +519 +4%
WAM
920
Wakefield Asset Management
Colorado
$4.88M -$260K -637 -5%
CFO
921
Collective Family Office
Pennsylvania
$4.86M -$140K -342 -3%
CIA
922
Choate Investment Advisors
Massachusetts
$4.85M +$3.05M +7,458 +152%
PIFP
923
Partners in Financial Planning
Virginia
$4.85M -$5.32K -13 -0.1%
NAMP
924
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.85M +$47K +115 +0.9%
CC
925
Courier Capital
New York
$4.83M -$849K -2,077 -14%
35 36
37
38 39