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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1376
LongView Wealth Management
Georgia
$3.15M +$386K +759 +15%
LSPW
1377
Lake Street Private Wealth
Illinois
$3.15M -$1.93M -3,800 -39%
CCA
1378
Cora Capital Advisors
New Jersey
$3.14M -$30.5K -60 -1%
WLPWM
1379
Walled Lake Planning & Wealth Management
Illinois
$3.11M +$69.1K +136 +2%
PA
1380
Planning Alternatives
Michigan
$3.1M +$7.63K +15 +0.3%
UAG
1381
United Advisor Group
Ohio
$3.09M +$818K +1,610 +38%
VR
1382
Valued Retirements
Texas
$3.09M +$260K +511 +10%
PIA
1383
Panoramic Investment Advisors
Colorado
$3.09M +$2.97M +5,850 New
PPW
1384
PACK Private Wealth
Minnesota
$3.09M -$42.2K -83 -1%
KAS
1385
KPP Advisory Services
Kentucky
$3.09M -$548K -1,079 -16%
FSC
1386
Full Sail Capital
Oklahoma
$3.09M -$237K -466 -7%
FP
1387
Financial Perspectives
Minnesota
$3.08M +$44.2K +87 +2%
FC
1388
Fiduciary Counselling
Minnesota
$3.08M – – –
IIC
1389
Ironwood Investment Counsel
Arizona
$3.08M +$75.2K +148 +3%
MFG
1390
MidWestOne Financial Group
Iowa
$3.07M -$11.7K -23 -0.4%
NB
1391
NBT Bank
New York
$3.07M -$7.12K -14 -0.2%
RJTCONH
1392
Raymond James Trust Company of New Hampshire
New Hampshire
$3.06M +$426K +838 +17%
HWM
1393
Hemington Wealth Management
Virginia
$3.06M +$6.1K +12 +0.2%
ISL
1394
Ingalls & Snyder LLC
New York
$3.05M +$12.2K +24 +0.4%
CWM
1395
Cedar Wealth Management
California
$3.02M +$2.54K +5 +0.1%
BPFA
1396
Barnes Pettey Financial Advisors
Mississippi
$3M +$10.7K +21 +0.4%
RSWA
1397
Robinson Smith Wealth Advisors
Maine
$2.99M +$4.07K +8 +0.1%
WMG
1398
WESCAP Management Group
California
$2.99M +$994K +1,956 +53%
LA
1399
LPF Advisors
Florida
$2.98M -$3.56K -7 -0.1%
S
1400
Syntrinsic
Colorado
$2.98M -$19.3K -38 -0.7%
54 55
56
57 58