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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1126
Pine Haven Investment Counsel
Massachusetts
$2M – – –
MCA
1127
MSH Capital Advisors
Arizona
$1.99M +$129K +315 +7%
CA
1128
Crewe Advisors
Utah
$1.99M +$274K +669 +16%
LA
1129
Latitude Advisors
Florida
$1.97M +$986K +2,408 +103%
RIA
1130
Realta Investment Advisors
Delaware
$1.97M +$370K +905 +24%
W
1131
Wealthquest
Ohio
$1.97M – – –
PA
1132
Parallel Advisors
California
$1.96M +$63.5K +155 +3%
MWM
1133
Maripau Wealth Management
Indiana
$1.96M -$133K -326 -6%
WWMSC
1134
Wagner Wealth Management (South Carolina)
South Carolina
$1.95M +$1.33M +3,246 +224%
SBIA
1135
Sheaff Brock Investment Advisors
Indiana
$1.95M +$634K +1,549 +49%
LA
1136
Lakeside Advisors
Washington
$1.94M – – –
IP
1137
Intellectus Partners
California
$1.94M -$699K -1,707 -27%
LSPW
1138
Lake Street Private Wealth
Illinois
$1.91M -$8.19K -20 -0.4%
SMG
1139
Smart Money Group
Texas
$1.91M +$470K +1,147 +33%
TDC
1140
Thompson Davis & Co
Virginia
$1.91M -$65.5K -160 -3%
HIA
1141
Harbor Investment Advisory
Maryland
$1.9M +$73.7K +180 +4%
PFG
1142
PAX Financial Group
Texas
$1.89M +$1.04M +2,552 +127%
CCFCSB
1143
Cape Cod Five Cents Savings Bank
Massachusetts
$1.89M +$318K +777 +21%
PWA
1144
Physician Wealth Advisors
Utah
$1.88M +$2.05K +5 +0.1%
HL
1145
HeadInvest LLC
Maine
$1.87M -$29.5K -72 -2%
CWP
1146
Curated Wealth Partners
California
$1.87M – – –
CRCM
1147
Corbett Road Capital Management
Virginia
$1.86M +$1.84M +4,488 New
FPF
1148
First Pacific Financial
Washington
$1.85M +$1.83M +4,462 New
MAG
1149
Members Advisory Group
New York
$1.85M -$149K -363 -8%
AWM
1150
Abound Wealth Management
Tennessee
$1.84M +$201K +491 +12%
44 45
46
47 48