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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1276
EPIQ Capital Group
California
$1.53M -$1.49M -4,050 -50%
SW
1277
Simplicity Wealth
New Jersey
$1.53M -$834K -2,274 -36%
WP
1278
WMS Partners
Maryland
$1.53M -$3.67K -10 -0.2%
RWP
1279
RWA Wealth Partners
Massachusetts
$1.52M +$510K +1,391 +52%
PGA
1280
Portland Global Advisors
Maine
$1.52M +$52.1K +142 +4%
VCM
1281
Violich Capital Management
California
$1.52M – – –
SWA
1282
SFMG Wealth Advisors
Texas
$1.52M +$1.83K +5 +0.1%
RWA
1283
River Wealth Advisors
Pennsylvania
$1.52M +$26.8K +73 +2%
CWM
1284
Cornerstone Wealth Management
Missouri
$1.52M +$1.48M +4,032 New
RTC
1285
Riverview Trust Company
Washington
$1.51M -$32.3K -88 -2%
PP
1286
PDS Planning
Ohio
$1.51M +$308K +840 +26%
AWA
1287
Aaron Wealth Advisors
Illinois
$1.5M – – –
BMM
1288
Buffington Mohr McNeal
Idaho
$1.5M – – –
IW
1289
Imprint Wealth
South Carolina
$1.5M +$1.46M +3,974 New
CW
1290
Channel Wealth
California
$1.49M +$1.45M +3,959 New
LWMM
1291
Legacy Wealth Management (Mississippi)
Mississippi
$1.47M -$342K -933 -19%
DWM
1292
Drive Wealth Management
Utah
$1.46M -$67.8K -185 -5%
NL
1293
NWAM LLC
Washington
$1.46M -$457K -1,247 -24%
LB
1294
Leo Brokerage
Texas
$1.45M +$1.41M +3,855 New
VC
1295
Veery Capital
Delaware
$1.45M +$2.2K +6 +0.2%
SAM
1296
SignalPoint Asset Management
Missouri
$1.45M +$18K +49 +1%
MC
1297
Moors & Cabot
Massachusetts
$1.44M +$15.4K +42 +1%
RA
1298
Rockingstone Advisors
Massachusetts
$1.42M -$648K -1,767 -32%
NWM
1299
Northwest Wealth Management
Iowa
$1.42M +$126K +344 +10%
FSWA
1300
Financial Synergies Wealth Advisors
Texas
$1.42M +$105K +286 +8%
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