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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1251
Accredited Investors
Minnesota
$1.97M +$5.72K +14 +0.3%
WFA
1252
Websterrogers Financial Advisors
South Carolina
$1.96M -$271K -663 -12%
YWS
1253
Yarger Wealth Strategies
Ohio
$1.95M -$39.7K -97 -2%
VAF
1254
Values Added Financial
District of Columbia
$1.95M – – –
SW
1255
SteelPeak Wealth
California
$1.95M -$10.7M -26,193 -84%
PPWM
1256
Paragon Private Wealth Management
Kentucky
$1.95M – – –
CAM
1257
Cidel Asset Management
Ontario, Canada
$1.95M – – –
LFA
1258
LifeGuide Financial Advisors
Pennsylvania
$1.94M +$58.1K +142 +3%
LHEI
1259
Leo H. Evart Inc
California
$1.94M -$117K -286 -5%
AC
1260
Apella Capital
Connecticut
$1.94M +$177K +434 +10%
NB
1261
NBT Bank
New York
$1.93M – – –
HSWM
1262
Hubbell Strickland Wealth Management
Louisiana
$1.93M -$8.59K -21 -0.4%
TAM
1263
Todd Asset Management
Kentucky
$1.93M – – –
MFG
1264
Magnus Financial Group
New York
$1.92M +$105K +258 +6%
AAP
1265
Arax Advisory Partners
Colorado
$1.92M +$1.46M +3,574 +271%
EIP
1266
Ellis Investment Partners
Pennsylvania
$1.91M +$7.36K +18 +0.4%
PHIC
1267
Pine Haven Investment Counsel
Massachusetts
$1.88M +$818 +2 +0%
FFM
1268
Forum Financial Management
Illinois
$1.88M +$145K +355 +8%
TFA
1269
Teamwork Financial Advisors
Texas
$1.88M +$67.1K +164 +4%
CC
1270
Copperleaf Capital
North Carolina
$1.88M +$18K +44 +0.9%
TDC
1271
Thompson Davis & Co
Virginia
$1.87M -$26.2K -64 -1%
HWM
1272
Howard Wealth Management
Connecticut
$1.87M +$212K +519 +12%
VWA
1273
V Wealth Advisors
Kansas
$1.87M -$10.7M -26,189 -85%
PIA
1274
Perennial Investment Advisors
California
$1.86M +$15.9K +39 +0.8%
BPWM
1275
Badgley Phelps Wealth Managers
Washington
$1.86M -$143K -349 -7%
49 50
51
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