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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1151
Sax Wealth Advisors
New Jersey
$4.58M +$107K +223 +2%
BEC
1152
Blue Edge Capital
Virginia
$4.58M -$77K -160 -2%
CPA
1153
Capital Planning Advisors
California
$4.57M +$1.12M +2,328 +34%
SPC
1154
Spirepoint Private Client
Florida
$4.53M -$137K -284 -3%
DBRC
1155
D.B. Root & Company
Pennsylvania
$4.51M +$169K +351 +4%
SA
1156
SRH Advisors
Kansas
$4.49M – – –
TWP
1157
Tyche Wealth Partners
Texas
$4.48M +$94.8K +197 +2%
PRI
1158
Prepared Retirement Institute
Pennsylvania
$4.47M +$647K +1,344 +18%
BBPWM
1159
Blue Bell Private Wealth Management
Pennsylvania
$4.46M -$11.1K -23 -0.3%
ECG
1160
EPIQ Capital Group
California
$4.45M +$173K +359 +4%
XWM
1161
Xcel Wealth Management
Florida
$4.45M -$45.2K -94 -1%
SHF
1162
Stage Harbor Financial
Massachusetts
$4.45M +$858K +1,783 +25%
VCM
1163
Vivaldi Capital Management
Illinois
$4.44M +$5.29K +11 +0.1%
PAG
1164
Private Advisory Group
Washington
$4.44M -$89.5K -186 -2%
LC
1165
Lindbrook Capital
California
$4.44M +$210K +437 +5%
JCM
1166
Jacobi Capital Management
Pennsylvania
$4.44M -$642K -1,335 -13%
WRPWM
1167
Werba Rubin Papier Wealth Management
California
$4.44M -$283K -588 -6%
DWA
1168
Douglass Winthrop Advisors
New York
$4.43M -$371K -772 -8%
AA
1169
Advisory Alpha
Michigan
$4.43M +$89K +185 +2%
JEST
1170
JTC Employer Solutions Trustee
Jersey
$4.42M – – –
PWP
1171
Phillips Wealth Planners
Mississippi
$4.41M -$89.5K -186 -2%
YWS
1172
Yarger Wealth Strategies
Ohio
$4.41M +$1.46M +3,044 +53%
BOSSRA
1173
B.O.S.S. Retirement Advisors
Utah
$4.38M +$3.51M +7,291 +494%
CFO
1174
Callan Family Office
Pennsylvania
$4.38M +$233K +485 +6%
MWM
1175
Merriman Wealth Management
Washington
$4.36M +$257K +534 +7%
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