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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1251
Clear Creek Financial Management
Washington
$4.27M -$36.6K -72 -0.9%
MWM
1252
MorganRosel Wealth Management
Colorado
$4.27M -$7.12K -14 -0.2%
SAW
1253
Signal Advisors Wealth
Michigan
$4.26M +$4.11M +8,082 New
GCA
1254
Gradient Capital Advisors
California
$4.26M -$295K -580 -7%
SC
1255
Syon Capital
California
$4.25M -$203K -400 -5%
SF
1256
Symphony Financial
Texas
$4.25M +$333K +656 +9%
EDRH
1257
Edmond de Rothschild Holding
Switzerland
$4.24M +$275K +541 +7%
PP
1258
PDS Planning
Ohio
$4.23M +$1.06M +2,086 +35%
FWP
1259
FAS Wealth Partners
Kansas
$4.22M +$31K +61 +0.8%
CT
1260
Caldwell Trust
Florida
$4.2M +$293K +577 +8%
CWP
1261
CFM Wealth Partners
Texas
$4.2M +$92K +181 +2%
TAM
1262
Townsend Asset Management
North Carolina
$4.18M +$2.03K +4 +0.1%
BST
1263
Bath Savings Trust
Maine
$4.16M +$244K +481 +6%
NCM
1264
Next Capital Management
New York
$4.15M +$508 +1 +0%
SF
1265
Safeguard Financial
Wisconsin
$4.14M +$65.6K +129 +2%
SFG
1266
Sovereign Financial Group
Connecticut
$4.14M +$18.8K +37 +0.5%
MFA
1267
Mayflower Financial Advisors
Massachusetts
$4.13M +$807K +1,588 +25%
MW
1268
Maia Wealth
Colorado
$4.12M +$184K +362 +5%
NCTC
1269
New Covenant Trust Company
Indiana
$4.1M -$7.12K -14 -0.2%
GWA
1270
GGM Wealth Advisors
Maryland
$4.08M +$837K +1,646 +27%
BWG
1271
Berry Wealth Group
Texas
$4.07M +$69.1K +136 +2%
FPF
1272
First Pacific Financial
Washington
$4.05M -$61.5K -121 -2%
FOFP
1273
Fee-Only Financial Planning
South Carolina
$4.03M -$30.5K -60 -0.8%
SWA
1274
Strategies Wealth Advisors
Michigan
$4.02M +$24.4K +48 +0.6%
WF
1275
WoodTrust Financial
Wisconsin
$4.02M +$535K +1,052 +16%
49 50
51
52 53