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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
976
Asset Planning Corporation
Tennessee
$5.64M -$154K -376 -3%
SAM
977
Smartleaf Asset Management
Massachusetts
$5.63M +$5.27M +12,869 New
PWS
978
Private Wealth Strategies
Ohio
$5.61M +$34.4K +84 +0.7%
PG
979
Prostatis Group
Maryland
$5.6M -$644K -1,574 -11%
SIAG
980
Safeguard Investment Advisory Group
California
$5.57M +$105K +257 +2%
EWM
981
Empirical Wealth Management
Washington
$5.57M +$758K +1,851 +17%
CT
982
Coastline Trust
Rhode Island
$5.57M -$373K -911 -7%
AP
983
Americana Partners
Texas
$5.56M +$1.92M +4,682 +58%
CC
984
Courier Capital
New York
$5.55M +$173K +423 +3%
CA
985
Crumly & Associates
Illinois
$5.55M -$7.2M -17,575 -58%
PL
986
Parthenon LLC
Kentucky
$5.53M +$632K +1,543 +14%
PMG
987
ProVise Management Group
Florida
$5.52M +$502K +1,225 +11%
LSIA
988
LaSalle St. Investment Advisors
Illinois
$5.51M -$660K -1,613 -11%
NAMP
989
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.49M +$92.1K +225 +2%
DWS
990
Discipline Wealth Solutions
South Carolina
$5.47M +$4.93M +12,052 New
LWM
991
Luminvest Wealth Management
Arizona
$5.46M +$4.46M +10,900 New
GA
992
GSG Advisors
New Jersey
$5.45M +$878K +2,145 +20%
TF
993
Tompkins Financial
New York
$5.45M +$928K +2,267 +22%
PWM
994
Prosperity Wealth Management
California
$5.45M +$501K +1,224 +11%
FLPIM
995
F.L. Putnam Investment Management
Massachusetts
$5.44M -$203K -495 -4%
LIA
996
Luken Investment Analytics
Tennessee
$5.44M -$84.3K -206 -2%
SC
997
Saiph Capital
New Jersey
$5.44M -$44.2K -108 -0.9%
VCP
998
Verus Capital Partners
Arizona
$5.44M +$156K +381 +3%
SFO
999
Stokes Family Office
Louisiana
$5.42M -$1.92M -4,691 -27%
PIFP
1000
Partners in Financial Planning
Virginia
$5.4M +$3.69K +9 +0.1%
38 39
40
41 42