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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
LongView Wealth Management
Georgia
$2.61M +$299K +622 +14%
ORG
1402
Optimist Retirement Group
Washington
$2.59M -$61.6K -128 -2%
VCM
1403
Violich Capital Management
California
$2.59M +$243K +505 +11%
LIWM
1404
Long Island Wealth Management
New York
$2.58M – – –
FC
1405
Financial Council
Maryland
$2.58M – – –
MBTD
1406
Mechanics Bank - Trust Department
California
$2.57M – – –
TRCT
1407
Tower Research Capital (TRC)
New York
$2.57M -$1.17M -2,433 -32%
DFC
1408
DB Fitzpatrick & Co
Idaho
$2.57M +$26.9K +56 +1%
MFWP
1409
Mosaic Family Wealth Partners
Missouri
$2.56M +$2.47M +5,124 New
PPWM
1410
Paragon Private Wealth Management
Kentucky
$2.55M -$221K -460 -8%
PWP
1411
Principle Wealth Partners
Connecticut
$2.55M -$24.5K -51 -1%
1WA
1412
180 Wealth Advisors
Washington
$2.54M +$596K +1,239 +33%
PRA
1413
Pine Ridge Advisers
New York
$2.54M +$2.44M +5,075 New
OCM
1414
Osterweis Capital Management
California
$2.52M – – –
AI
1415
Accredited Investors
Minnesota
$2.52M -$67.8K -141 -3%
GCM
1416
Gallacher Capital Management
Colorado
$2.51M -$33.2K -69 -1%
AWM
1417
Aspire Wealth Management
Massachusetts
$2.51M +$32.2K +67 +1%
MWA
1418
Monograph Wealth Advisors
California
$2.5M – – –
TWA
1419
TCI Wealth Advisors
Arizona
$2.5M -$498K -1,035 -17%
SFC
1420
Strategic Financial Concepts
Texas
$2.49M +$3.48B +7,230,409 +32,889%
HSWM
1421
Hubbell Strickland Wealth Management
Louisiana
$2.49M +$7.7K +16 +0.3%
JIP
1422
Jaffetilchin Investment Partners
Florida
$2.49M +$13K +27 +0.5%
RJTCONH
1423
Raymond James Trust Company of New Hampshire
New Hampshire
$2.48M -$95.8K -199 -4%
TYCC
1424
Texas Yale Capital Corp
Florida
$2.48M +$6.26K +13 +0.3%
AI
1425
Arrien Investments
Idaho
$2.47M -$122K -254 -5%
55 56
57
58 59