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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1001
Regal Investment Advisors
Michigan
$11.2M +$1.22M +2,072 +13%
SAM
1002
SP Asset Management
California
$11.1M +$274K +464 +3%
SMC
1003
Smith, Moore & Co
Missouri
$11.1M +$139K +235 +1%
NEPWA
1004
New England Private Wealth Advisors
Massachusetts
$11.1M +$18.9K +32 +0.2%
RT
1005
Rockland Trust
Massachusetts
$11.1M +$1.59M +2,690 +17%
WFA
1006
Websterrogers Financial Advisors
South Carolina
$11.1M -$21.2K -36 -0.2%
PVI
1007
Pine Valley Investments
New Jersey
$11.1M +$106K +180 +1%
SW
1008
SteelPeak Wealth
California
$11.1M +$6.99M +11,861 +192%
SYBT
1009
Stock Yards Bank & Trust
Kentucky
$11.1M +$503K +854 +5%
TCM
1010
Traynor Capital Management
Pennsylvania
$11M +$1.92M +3,262 +22%
CA
1011
Clune & Associates
Illinois
$11M +$476K +808 +5%
KW
1012
KWB Wealth
California
$11M +$86.1K +146 +0.8%
EB
1013
Eastern Bank
Massachusetts
$10.9M +$5.7M +9,677 +118%
BCG
1014
Breakwater Capital Group
New Jersey
$10.9M +$153K +260 +1%
CFAM
1015
Center For Asset Management
Florida
$10.9M +$3.97M +6,730 +61%
MFG
1016
Magnus Financial Group
New York
$10.9M +$200K +340 +2%
ATPW
1017
Ashton Thomas Private Wealth
Arizona
$10.8M +$2.28M +3,863 +28%
PA
1018
Pinnacle Associates
New York
$10.8M +$337K +572 +3%
WLIM
1019
White Lighthouse Investment Management
Massachusetts
$10.8M +$335K +568 +3%
SFFS
1020
Stonehage Fleming Financial Services
Jersey
$10.8M -$2.04M -3,459 -16%
AI
1021
Axos Invest
Nevada
$10.8M +$10.4M +17,589 New
CB
1022
Cadence Bank
Mississippi
$10.7M +$2.98M +5,061 +41%
LA
1023
Legacy Advisors
Pennsylvania
$10.7M +$10.2M +17,385 New
RZH
1024
Relyea Zuckerberg Hanson
Connecticut
$10.6M +$87.8K +149 +0.9%
FPWM
1025
Five Pine Wealth Management
Idaho
$10.6M -$44.2K -75 -0.4%
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