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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
926
Legacy Capital Wealth Partners
Arkansas
$7.84M +$7.54M +15,670 New
MWA
927
Midland Wealth Advisors
Illinois
$7.83M +$329K +683 +5%
CT
928
Coastline Trust
Rhode Island
$7.82M +$794K +1,651 +12%
CPWM
929
Cypress Point Wealth Management
Texas
$7.82M +$618K +1,284 +9%
OC
930
Oarsman Capital
Wisconsin
$7.82M +$3.33M +6,930 +80%
OA
931
Operose Advisors
Wisconsin
$7.78M +$176K +366 +2%
IC
932
Iconiq Capital
California
$7.76M -$4.81K -10 -0.1%
NAMM
933
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.74M +$7.45M +15,481 New
PF
934
Prosperitas Financial
California
$7.74M -$88.1K -183 -1%
MAM
935
Marotta Asset Management
Virginia
$7.73M -$295K -613 -4%
CCM
936
Canal Capital Management
Virginia
$7.72M – – –
BBNA
937
Bremer Bank National Association
Minnesota
$7.69M -$513K -1,066 -6%
YIA
938
YHB Investment Advisors
Connecticut
$7.68M +$68.8K +143 +0.9%
DWM
939
Dakota Wealth Management
Florida
$7.68M +$427K +887 +6%
SW
940
SteelPeak Wealth
California
$7.67M +$1.9M +3,956 +35%
GWM
941
Greenwich Wealth Management
Connecticut
$7.67M +$292K +607 +4%
EFG
942
Embree Financial Group
Illinois
$7.66M +$48.6K +101 +0.7%
RWP
943
Reliant Wealth Planning
Kentucky
$7.66M -$1.89M -3,937 -20%
MIA
944
MMBG Investment Advisors
Florida
$7.64M -$1.18M -2,460 -14%
HH
945
Hilltop Holdings
Texas
$7.63M -$1.22M -2,528 -14%
RT
946
Rockland Trust
Massachusetts
$7.62M -$32.2K -67 -0.4%
FWI
947
Facet Wealth Inc
Maryland
$7.59M +$19.2K +40 +0.3%
QCM
948
Quantinno Capital Management
New York
$7.55M +$924K +1,921 +15%
HC
949
Hoese & Co
Minnesota
$7.54M -$202K -419 -3%
AF
950
Advisornet Financial
Minnesota
$7.52M +$311K +647 +4%
36 37
38
39 40