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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1176
Becker Capital Management
Oregon
$4.35M +$79.9K +166 +2%
LWA
1177
Ledgewood Wealth Advisors
New Hampshire
$4.35M +$8.66K +18 +0.2%
LFS
1178
Legacy Financial Strategies
Kansas
$4.34M +$394K +819 +11%
FTUS
1179
Flow Traders U.S.
New York
$4.33M -$295K -613 -7%
GCA
1180
Gradient Capital Advisors
California
$4.33M -$639K -1,328 -13%
CA
1181
Cullinan Associates
Kentucky
$4.32M – – –
FWM
1182
Fonville Wealth Management
Virginia
$4.32M +$215K +447 +5%
WDL
1183
Well Done LLC
Michigan
$4.31M -$280K -581 -6%
KA
1184
Klingman & Associates
New York
$4.3M +$79.4K +165 +2%
LI
1185
Louisbourg Investments
New Brunswick, Canada
$4.3M +$269K +559 +7%
PWA
1186
Primoris Wealth Advisors
Florida
$4.29M +$347K +722 +9%
QWM
1187
Quadcap Wealth Management
Texas
$4.28M +$1.89M +3,931 +85%
MFG
1188
Magnus Financial Group
New York
$4.27M +$880K +1,828 +27%
ES
1189
Eagle Strategies
New York
$4.27M -$36.2M -75,203 -90%
IP
1190
Ignite Planners
California
$4.26M +$37.1K +77 +0.9%
LWM
1191
Liberty Wealth Management
California
$4.26M +$125M +260,474 +2,880%
BCM
1192
BTC Capital Management
Iowa
$4.25M – – –
SC
1193
Syon Capital
California
$4.23M – – –
AWA
1194
Aaron Wealth Advisors
Illinois
$4.23M +$2.16M +4,486 +113%
WPP
1195
Whalerock Point Partners
Rhode Island
$4.22M +$74.1K +154 +2%
WG
1196
Welch Group
Alabama
$4.21M +$31.8K +66 +0.8%
SWM
1197
Sagace Wealth Management
Florida
$4.21M +$3.97M +8,253 New
KWA
1198
Kingswood Wealth Advisors
California
$4.2M +$1.25M +2,589 +45%
TWP
1199
TFO Wealth Partners
Ohio
$4.2M – – –
CA
1200
Continuum Advisory
Idaho
$4.2M +$261K +542 +7%
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