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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Continuum Advisory
Idaho
$4.84M +$653K +1,596 +17%
FA
1052
Fermata Advisors
California
$4.84M -$256K -626 -5%
BMM
1053
Berkshire Money Management
Massachusetts
$4.83M +$195K +477 +5%
MTWM
1054
Masso Torrence Wealth Management
New Jersey
$4.81M +$189K +461 +4%
LRWA
1055
Long Run Wealth Advisors
New York
$4.77M -$448K -1,094 -9%
SFS
1056
Summit Financial Strategies
Ohio
$4.76M +$286K +698 +7%
WFPG
1057
Waller Financial Planning Group
Ohio
$4.75M +$68K +166 +2%
FAT
1058
First American Trust
California
$4.68M +$3.41M +8,330 +349%
OC
1059
Oarsman Capital
Wisconsin
$4.68M +$1.44M +3,529 +49%
SC
1060
Soundwatch Capital
Connecticut
$4.68M -$5.55M -13,548 -56%
FCP
1061
Fidelis Capital Partners
Florida
$4.68M +$1.8M +4,403 +70%
AFO
1062
Allie Family Office
Florida
$4.67M -$822K -2,007 -16%
TWP
1063
Tyche Wealth Partners
Texas
$4.66M +$4.36M +10,661 New
IP
1064
Ignite Planners
California
$4.63M +$24.2K +59 +0.6%
TPM
1065
Triasima Portfolio Management
Quebec, Canada
$4.63M +$30.3K +74 +0.7%
BA
1066
Bluesphere Advisors
Pennsylvania
$4.61M -$93.8K -229 -2%
HI
1067
Hudock Inc
Pennsylvania
$4.61M +$3.52M +8,596 +439%
DA
1068
Detalus Advisors
Missouri
$4.6M -$24.6K -60 -0.6%
FPF
1069
First Pacific Financial
Washington
$4.59M -$193K -471 -4%
HPM
1070
Hoxton Planning & Management
West Virginia
$4.59M -$543K -1,326 -11%
SIA
1071
Stegner Investment Associates
Kentucky
$4.57M – – –
MCM
1072
Mattern Capital Management
Colorado
$4.57M – – –
WAG
1073
Wiser Advisor Group
Arizona
$4.56M +$4.27M +10,440 New
MP
1074
McDonald Partners
Ohio
$4.56M – – –
WIA
1075
World Investment Advisors
California
$4.54M +$701K +1,713 +20%
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