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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1226
Stonebridge Financial Planning Group
Florida
$1.3M -$175K -465 -11%
PWA
1227
Physician Wealth Advisors
Utah
$1.3M -$502K -1,333 -28%
LRIA
1228
Leonard Rickey Investment Advisors
Washington
$1.3M -$23K -61 -2%
NL
1229
NWAM LLC
Washington
$1.29M +$96.1K +255 +7%
CAC
1230
Certified Advisory Corp
Florida
$1.29M -$24.1K -64 -2%
WF
1231
Welch & Forbes
Massachusetts
$1.29M +$32K +85 +2%
WP
1232
WealthShield Partners
North Carolina
$1.28M +$429K +1,138 +45%
SAM
1233
S.A. Mason
Michigan
$1.27M -$75K -199 -5%
HSWM
1234
Hubbell Strickland Wealth Management
Louisiana
$1.27M +$17.3K +46 +1%
PGA
1235
Portland Global Advisors
Maine
$1.27M +$12.4K +33 +0.9%
SWA
1236
SFMG Wealth Advisors
Texas
$1.26M +$40.3K +107 +3%
VCM
1237
Violich Capital Management
California
$1.26M -$6.03K -16 -0.4%
HA
1238
HFG Advisors
Ohio
$1.25M +$39.2K +104 +3%
FNBT
1239
FineMark National Bank & Trust
Florida
$1.25M +$52K +138 +4%
AW
1240
ACG Wealth
Georgia
$1.25M +$362K +961 +36%
CCIA
1241
Cherry Creek Investment Advisors
Colorado
$1.24M -$40.3K -107 -3%
FFA
1242
Fi3 Financial Advisors
Indiana
$1.24M +$1.05M +2,777 +350%
C
1243
Certuity
Florida
$1.24M +$164K +436 +14%
ML
1244
McAdam LLC
Pennsylvania
$1.24M +$128K +340 +11%
WF
1245
WoodTrust Financial
Wisconsin
$1.24M +$342K +909 +34%
SWA
1246
Strategies Wealth Advisors
Michigan
$1.23M -$7.16K -19 -0.5%
KOC
1247
Koss-Olinger Consulting
Florida
$1.23M – – –
WIC
1248
Woodmont Investment Counsel
Tennessee
$1.23M +$435K +1,154 +48%
TWM
1249
Triton Wealth Management
Arizona
$1.23M -$1.09M -2,903 -47%
PP
1250
PDS Planning
Ohio
$1.23M -$8.66K -23 -0.6%
48 49
50
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