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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
1226
First Pacific Financial
Washington
$3.9M -$269K -558 -7%
IA
1227
Insight Advisors
Pennsylvania
$3.89M +$1.94M +4,028 +107%
WEG
1228
World Equity Group
Illinois
$3.89M -$3.78M -7,851 -50%
CWP
1229
CFM Wealth Partners
Texas
$3.89M -$18.8K -39 -0.5%
MAG
1230
Members Advisory Group
New York
$3.87M +$768K +1,596 +26%
LSA
1231
Lion Street Advisors
Texas
$3.87M +$855K +1,777 +30%
SF
1232
Safeguard Financial
Wisconsin
$3.86M +$582K +1,209 +19%
FOFP
1233
Fee-Only Financial Planning
South Carolina
$3.85M – – –
JGIA
1234
Jackson Grant Investment Advisers
Connecticut
$3.82M +$191K +397 +5%
MW
1235
Maia Wealth
Colorado
$3.81M +$3.55M +7,381 New
BWG
1236
Berry Wealth Group
Texas
$3.79M +$3.65M +7,580 New
SWA
1237
Strategies Wealth Advisors
Michigan
$3.79M -$45.2K -94 -1%
AWA
1238
Adapt Wealth Advisors
Georgia
$3.77M +$21.2K +44 +0.6%
EDRH
1239
Edmond de Rothschild Holding
Switzerland
$3.75M +$14.4K +30 +0.4%
AFP
1240
Ausdal Financial Partners
Iowa
$3.75M +$525K +1,092 +17%
SF
1241
Symphony Financial
Texas
$3.74M +$14.9K +31 +0.4%
SIS
1242
Strategic Investment Solutions
Illinois
$3.73M +$3.55M +7,379 New
SOS
1243
Silver Oak Securities
Tennessee
$3.73M +$1.47M +3,054 +69%
RI
1244
Ridgewood Investments
New Jersey
$3.73M -$61.1K -127 -2%
GSEP
1245
Golden State Equity Partners
California
$3.71M +$3.57M +7,421 New
SCA
1246
Sage Capital Advisors
South Dakota
$3.71M +$17.8K +37 +0.5%
BST
1247
Bath Savings Trust
Maine
$3.71M +$120K +250 +3%
CT
1248
Caldwell Trust
Florida
$3.69M +$2.41M +5,006 +211%
LWL
1249
Leo Wealth LLC
Texas
$3.69M +$12.5K +26 +0.4%
LBC
1250
Lowe Brockenbrough & Co
Virginia
$3.68M -$89.5K -186 -2%
48 49
50
51 52