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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1401
Meridian Wealth Advisors
Texas
$3.97M +$2.85M +5,267 +250%
BWP
1402
Burling Wealth Partners
Illinois
$3.97M +$3.99M +7,374 New
BWG
1403
Berry Wealth Group
Texas
$3.97M -$191K -352 -5%
SOS
1404
Silver Oak Securities
Tennessee
$3.96M +$398K +734 +11%
SCM
1405
Saxony Capital Management
Missouri
$3.96M +$620K +1,144 +18%
RI
1406
Ridgewood Investments
New Jersey
$3.96M -$35.7K -66 -0.9%
VPWA
1407
Vestia Personal Wealth Advisors
Indiana
$3.95M +$466K +860 +13%
WF
1408
Welch & Forbes
Massachusetts
$3.92M +$2.4M +4,423 +155%
GKWIM
1409
Gerber Kawasaki Wealth & Investment Management
California
$3.92M +$232K +429 +6%
SNB
1410
Security National Bank
Nebraska
$3.92M – – –
KWM
1411
Keebeck Wealth Management
Illinois
$3.92M +$151K +278 +4%
EWA
1412
Etesian Wealth Advisors
Oregon
$3.92M -$19.5K -36 -0.5%
HWA
1413
HCR Wealth Advisors
California
$3.91M +$2.57M +4,745 +189%
PFG
1414
Prospect Financial Group
Virginia
$3.91M +$3.93M +7,254 New
EP
1415
Edgestream Partners
New Jersey
$3.9M -$2.79M -5,154 -42%
SIM
1416
Stratos Investment Management
Ohio
$3.9M +$65.5K +121 +2%
BC
1417
Belmont Capital
California
$3.9M +$1.21M +2,241 +45%
AAP
1418
Arax Advisory Partners
Colorado
$3.89M +$3.39M +6,257 +646%
RWM
1419
Riverchase Wealth Management
Texas
$3.89M +$3.91M +7,219 New
WIM
1420
Warwick Investment Management
Texas
$3.87M -$41.7K -77 -1%
CWA
1421
Crux Wealth Advisors
California
$3.84M +$3.86M +7,130 New
BFA
1422
Bill Few Associates
Pennsylvania
$3.84M +$370K +684 +11%
AWA
1423
Adapt Wealth Advisors
Georgia
$3.84M -$86.7K -160 -2%
HWA
1424
Heritage Wealth Advisors
Virginia
$3.83M -$26.2M -48,396 -87%
ARAM
1425
Ardmore Road Asset Management
New York
$3.83M +$3.85M +7,100 New
55 56
57
58 59