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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1376
Gradient Capital Advisors
California
$4.2M -$153K -282 -3%
FTWA
1377
Fifth Third Wealth Advisors
Ohio
$4.17M +$1.49M +2,754 +55%
WG
1378
Welch Group
Alabama
$4.12M -$417K -770 -9%
AIM
1379
Avity Investment Management
Connecticut
$4.12M +$499K +922 +14%
NCTC
1380
New Covenant Trust Company
Indiana
$4.09M -$133K -245 -3%
CCFM
1381
Clear Creek Financial Management
Washington
$4.09M -$269K -497 -6%
LWM
1382
Liberty Wealth Management
California
$4.08M -$591K -1,092 -13%
AIM
1383
AMI Investment Management
Indiana
$4.08M -$349K -645 -8%
FFA
1384
Fi3 Financial Advisors
Indiana
$4.07M +$103K +191 +3%
BFIC
1385
Bedell Frazier Investment Counselling
California
$4.07M +$3.37M +6,224 +468%
CFO
1386
Callan Family Office
Pennsylvania
$4.06M -$682K -1,260 -14%
FIC
1387
Family Investment Center
Missouri
$4.06M +$205K +378 +5%
CWA
1388
Continuum Wealth Advisors
New York
$4.05M -$36.3K -67 -0.9%
WFA
1389
Wellspring Financial Advisors
Ohio
$4.05M +$36.6M +67,591 +12%
FA
1390
Fountainhead AM
New Jersey
$4.05M +$383K +708 +10%
NAG
1391
Northstar Advisory Group
New Jersey
$4.04M +$361K +666 +10%
RCWM
1392
Red Crane Wealth Management
California
$4.04M +$4.06M +7,501 New
SCA
1393
Sage Capital Advisors
South Dakota
$4.03M +$30.9K +57 +0.8%
HWM
1394
Howard Wealth Management
Connecticut
$4.03M +$484K +894 +14%
ML
1395
McAdam LLC
Pennsylvania
$4.03M +$236K +435 +6%
MW
1396
Maia Wealth
Colorado
$4.03M -$239K -441 -6%
FOFP
1397
Fee-Only Financial Planning
South Carolina
$4.02M -$99.1K -183 -2%
AWP
1398
Astra Wealth Partners
New Jersey
$4.01M +$4.03M +7,449 New
WA
1399
WESPAC Advisors
California
$4.01M +$3.7M +6,831 +1,122%
LBC
1400
Lowe Brockenbrough & Co
Virginia
$4M -$37.4K -69 -0.9%
54 55
56
57 58