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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
1301
Christensen King & Associates Investment Services
Washington
$4.81M +$87.6K +162 +2%
AWP
1302
Axis Wealth Partners
Rhode Island
$4.8M +$504K +933 +11%
SPP
1303
Single Point Partners
Massachusetts
$4.8M -$249K -460 -5%
MC
1304
Moors & Cabot
Massachusetts
$4.79M +$288K +532 +6%
WAG
1305
Wiser Advisor Group
Arizona
$4.79M -$135K -249 -3%
QWM
1306
Quadcap Wealth Management
Texas
$4.78M -$18.9K -35 -0.4%
MAMG
1307
Milestone Asset Management Group
Connecticut
$4.78M +$470K +869 +10%
GCM
1308
Generation Capital Management
New York
$4.78M +$286K +529 +6%
BEC
1309
Blue Edge Capital
Virginia
$4.77M +$16.2K +30 +0.3%
HT
1310
Heritage Trust
Oklahoma
$4.76M +$27K +50 +0.5%
FHC
1311
First Heartland Consultants
Missouri
$4.75M -$2.79M -5,154 -36%
WIP
1312
WealthCare Investment Partners
Rhode Island
$4.74M -$164K -303 -3%
CWM
1313
Capital Wealth Management
Rhode Island
$4.74M +$383K +708 +8%
CB
1314
Chris Bulman
California
$4.72M +$1.76M +3,260 +55%
NCFG
1315
New Century Financial Group
New Jersey
$4.71M -$348K -643 -7%
WKWM
1316
Walter & Keenan Wealth Management
Indiana
$4.7M -$9.19K -17 -0.2%
BCMLT
1317
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.7M -$727K -1,344 -13%
AWA
1318
Aaron Wealth Advisors
Illinois
$4.7M -$131K -243 -3%
WRPWM
1319
Werba Rubin Papier Wealth Management
California
$4.67M -$504K -932 -9%
HA
1320
Hanover Advisors
South Carolina
$4.67M +$397K +734 +9%
KC
1321
Kinloch Capital
Virginia
$4.66M -$540K -998 -10%
SSA
1322
SSA Swiss Advisors
$4.66M +$4.9M +9,066 New
MPCL
1323
My Personal CFO LLC
Washington
$4.66M +$1.32M +2,449 +37%
SCA
1324
Sulzberger Capital Advisors
Florida
$4.66M -$1.7M -3,142 -26%
MG
1325
Marex Group
$4.65M +$2.75M +5,093 +129%
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