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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
1126
Bridgewealth Advisory Group
California
$10.1M +$355K +567 +3%
RCIM
1127
Red Cedar Investment Management
Michigan
$10.1M – – –
MIA
1128
MMBG Investment Advisors
Florida
$10.1M +$92.6K +148 +0.9%
SFG
1129
Sunburst Financial Group
Alabama
$10.1M -$14.4K -23 -0.1%
VPWA
1130
Vestia Personal Wealth Advisors
Indiana
$10M +$3.94M +6,295 +60%
RFP
1131
Root Financial Partners
California
$10M +$489K +782 +5%
FC
1132
Family CFO
California
$10M -$1.62M -2,583 -13%
NWA
1133
Navis Wealth Advisors
New York
$9.99M -$5.63K -9 -0.1%
CWA
1134
Canvas Wealth Advisors
Kansas
$9.98M +$53.8K +86 +0.5%
CAM
1135
Cidel Asset Management
Ontario, Canada
$9.98M +$4.34M +6,943 +71%
SWM
1136
SeaCrest Wealth Management
New York
$9.97M +$501K +801 +5%
ATPW
1137
Ashton Thomas Private Wealth
Arizona
$9.94M -$1.1M -1,753 -10%
SSW
1138
Smith Shellnut Wilson
Mississippi
$9.92M -$12.4M -19,822 -54%
DWAM
1139
Duncan Williams Asset Management
Tennessee
$9.89M +$38.8K +62 +0.4%
DWM
1140
Dakota Wealth Management
Florida
$9.86M +$77.5K +124 +0.8%
LIA
1141
LS Investment Advisors
Michigan
$9.85M -$1.44M -2,298 -12%
TWM
1142
Thrive Wealth Management
Pennsylvania
$9.85M +$272K +435 +3%
MSS
1143
Mitchell Sinkler & Starr
Pennsylvania
$9.85M +$222K +355 +2%
HWM
1144
HighMark Wealth Management
Minnesota
$9.83M +$517K +826 +5%
SCTC
1145
Sanibel Captiva Trust Company
Florida
$9.82M +$1.26M +2,016 +14%
CI
1146
CacheTech Inc
Utah
$9.77M -$338K -541 -3%
WWA
1147
Wealth Watch Advisors
Colorado
$9.77M +$411K +657 +4%
SCA
1148
STALEY CAPITAL ADVISERS
Pennsylvania
$9.74M +$121K +193 +1%
BCG
1149
Breakwater Capital Group
New Jersey
$9.73M +$124K +198 +1%
TA
1150
Tactive Advisors
Florida
$9.72M +$503K +804 +5%
44 45
46
47 48