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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1026
D'Orazio & Associates
Virginia
$5.82M – – –
BA
1027
Bluesphere Advisors
Pennsylvania
$5.81M +$694K +1,517 +14%
BWM
1028
BCGM Wealth Management
Indiana
$5.8M -$103K -224 -2%
MSWMA
1029
Market Street Wealth Management Advisors
Indiana
$5.79M -$38K -83 -0.7%
BFO
1030
Boston Family Office
Massachusetts
$5.78M +$850K +1,858 +18%
WAM
1031
Wakefield Asset Management
Colorado
$5.72M -$123K -269 -2%
AIA
1032
Alera Investment Advisors
Illinois
$5.71M -$4.28M -9,344 -44%
NFG
1033
Nations Financial Group
Iowa
$5.69M +$2.43M +5,306 +81%
SFS
1034
Summit Financial Strategies
Ohio
$5.64M +$379K +828 +8%
PWW
1035
Pettyjohn Wood & White
Virginia
$5.63M +$31.1K +68 +0.6%
MG
1036
Mather Group
Illinois
$5.62M -$485K -1,059 -8%
OSAM
1037
O'Shaughnessy Asset Management
Connecticut
$5.61M +$2.09M +4,565 +64%
HI
1038
Horizon Investments
North Carolina
$5.6M +$2.84M +6,197 +114%
LWM
1039
Luminvest Wealth Management
Arizona
$5.59M +$9.15K +20 +0.2%
WF
1040
Warner Financial
Maryland
$5.58M +$665K +1,453 +14%
WWS
1041
Wellington Wealth Strategies
Indiana
$5.55M +$5.28M +11,537 New
LIA
1042
Luken Investment Analytics
Tennessee
$5.54M -$424K -926 -7%
KWM
1043
Keating Wealth Management
Colorado
$5.53M +$1.09M +2,386 +26%
SMA
1044
Seven Mile Advisory
New Jersey
$5.53M +$134K +293 +3%
AWMS
1045
Advocacy Wealth Management Services
Georgia
$5.53M -$101M -219,930 -95%
AFG
1046
Atomi Financial Group
New York
$5.52M +$2.84M +6,212 +118%
BWP
1047
BSW Wealth Partners
Colorado
$5.51M +$59K +129 +1%
AFO
1048
Arrowroot Family Office
California
$5.5M -$21.5K -47 -0.4%
GA
1049
GSG Advisors
New Jersey
$5.5M -$521K -1,139 -9%
MTWM
1050
Masso Torrence Wealth Management
New Jersey
$5.49M +$184K +403 +4%
40 41
42
43 44