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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1251
Fi3 Financial Advisors
Indiana
$1.23M +$64.6K +177 +5%
HSWM
1252
Hubbell Strickland Wealth Management
Louisiana
$1.22M +$24.1K +66 +2%
FWCM
1253
Ferguson Wellman Capital Management
Oregon
$1.22M -$113K -310 -8%
KOC
1254
Koss-Olinger Consulting
Florida
$1.22M +$59.5K +163 +5%
LRIA
1255
Leonard Rickey Investment Advisors
Washington
$1.21M -$17.2K -47 -1%
GKWIM
1256
Gerber Kawasaki Wealth & Investment Management
California
$1.21M +$275K +753 +26%
SFPG
1257
Stonebridge Financial Planning Group
Florida
$1.2M -$32.9K -90 -2%
NAMM
1258
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.2M -$618K -1,692 -32%
SAM
1259
S.A. Mason
Michigan
$1.2M -$7.3K -20 -0.5%
MC
1260
Moors & Cabot
Massachusetts
$1.2M -$99.3K -272 -7%
FWI
1261
Facet Wealth Inc
Maryland
$1.2M +$135K +369 +12%
PWA
1262
Physician Wealth Advisors
Utah
$1.2M +$3.29K +9 +0.3%
WF
1263
Welch & Forbes
Massachusetts
$1.19M -$28.5K -78 -2%
HA
1264
HFG Advisors
Ohio
$1.19M +$4.38K +12 +0.3%
PB
1265
Pinnacle Bancorp
Nebraska
$1.19M -$9.17M -25,107 -87%
FNBT
1266
FineMark National Bank & Trust
Florida
$1.19M +$4.75K +13 +0.4%
ML
1267
McAdam LLC
Pennsylvania
$1.19M +$23.7K +65 +2%
VCM
1268
Violich Capital Management
California
$1.19M -$2.92K -8 -0.2%
AFPL
1269
Advus Financial Partners, LLC
Florida
$1.18M +$179K +489 +16%
AW
1270
ACG Wealth
Georgia
$1.18M – – –
VBWMG
1271
Von Berge Wealth Management Group
California
$1.18M +$259K +710 +25%
CFO
1272
Custos Family Office
Texas
$1.18M -$286K -783 -18%
AWM
1273
Aries Wealth Management
Maine
$1.18M +$303K +830 +33%
BBA
1274
BLB&B Advisors
Pennsylvania
$1.18M +$285K +779 +28%
RWP
1275
RWA Wealth Partners
Massachusetts
$1.17M +$422K +1,155 +48%
49 50
51
52 53