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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1026
LifePlan Investment Advisors
North Carolina
$8.65M -$1.19M -2,210 -12%
SWA
1027
Serenus Wealth Advisors
California
$8.65M +$441K +815 +5%
KAS
1028
KPP Advisory Services
Kentucky
$8.63M +$5.73M +10,596 +171%
MWM
1029
Mission Wealth Management
California
$8.6M +$233K +431 +3%
WLIM
1030
White Lighthouse Investment Management
Massachusetts
$8.59M +$114K +211 +1%
NWA
1031
Navis Wealth Advisors
New York
$8.56M – – –
SFMG
1032
Sage Financial Management Group
Virginia
$8.55M -$95.7K -177 -1%
RT
1033
Rockland Trust
Massachusetts
$8.55M -$253K -468 -3%
AGC
1034
Aspen Grove Capital
Colorado
$8.52M +$901K +1,667 +11%
CC
1035
Courier Capital
New York
$8.5M -$1.29M -2,381 -13%
TF
1036
Tudor Financial
Ohio
$8.48M -$98.4K -182 -1%
FWM
1037
Fonville Wealth Management
Virginia
$8.44M +$3.96M +7,329 +81%
BFS
1038
Bradley Foster & Sargent
Connecticut
$8.42M +$884K +1,635 +11%
NF
1039
NavPoint Financial
Minnesota
$8.4M -$61.1K -113 -0.7%
WB
1040
West Bancorporation
Iowa
$8.35M -$28.7K -53 -0.3%
DWS
1041
Discipline Wealth Solutions
South Carolina
$8.3M -$852K -1,576 -9%
LWIC
1042
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.29M -$297K -550 -3%
TWM
1043
Thrive Wealth Management
Pennsylvania
$8.29M -$655K -1,211 -7%
BFS
1044
BridgePort Financial Solutions
Iowa
$8.26M +$5.41K +10 +0.1%
CA
1045
Clune & Associates
Illinois
$8.25M +$822K +1,520 +10%
WMWM
1046
Whitaker-Myers Wealth Managers
Ohio
$8.24M +$805K +1,489 +10%
PS
1047
Principal Securities
Iowa
$8.23M – – –
HIP
1048
HUB Investment Partners
Texas
$8.23M -$24.6M -45,476 -74%
YIA
1049
YHB Investment Advisors
Connecticut
$8.21M +$2.16M +4,000 +33%
LCAM
1050
London & Capital Asset Management
United Kingdom
$8.21M -$8.1M -14,981 -48%
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