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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1401
Stratos Investment Management
Ohio
$4.08M +$380K +703 +10%
IIC
1402
Ironwood Investment Counsel
Arizona
$4.08M +$1.2M +2,227 +39%
JGIA
1403
Jackson Grant Investment Advisers
Connecticut
$4.06M -$101K -187 -2%
ZIM
1404
Zacks Investment Management
Illinois
$4.05M +$716K +1,324 +20%
CM
1405
Cercano Management
Washington
$4.05M – – –
CPP
1406
Capasso Planning Partners
South Carolina
$4.04M +$1.8M +3,336 +74%
FC
1407
Fiduciary Counselling
Minnesota
$4.03M +$1.15M +2,132 +37%
LSPW
1408
Lake Street Private Wealth
Illinois
$4.03M -$2.83M -5,244 -40%
SEP
1409
Southland Equity Partners
Missouri
$4.02M +$9.73K +18 +0.2%
CA
1410
Cullinan Associates
Kentucky
$4.02M – – –
SWM
1411
Sagace Wealth Management
Florida
$4.01M -$369K -683 -8%
CWA
1412
Capital Wealth Alliance
Arizona
$3.99M +$1.72M +3,181 +69%
VPWA
1413
Vestia Personal Wealth Advisors
Indiana
$3.99M +$237K +438 +6%
GSWA
1414
Good Steward Wealth Advisors
Tennessee
$3.99M +$4.2M +7,762 New
AMBIA
1415
Allen Mooney & Barnes Investment Advisors
Georgia
$3.99M +$851K +1,575 +25%
MDA
1416
Minot DeBlois Advisors
Massachusetts
$3.97M -$82.7K -153 -2%
MW
1417
Maia Wealth
Colorado
$3.95M +$362K +670 +9%
SFG
1418
Sovereign Financial Group
Connecticut
$3.95M -$162K -299 -4%
PSCM
1419
Per Stirling Capital Management
Texas
$3.94M -$8.48M -15,682 -67%
HWA
1420
HCR Wealth Advisors
California
$3.94M +$222K +410 +6%
EB
1421
Eastern Bank
Massachusetts
$3.94M -$249K -461 -6%
TSS
1422
Two Sigma Securities
New York
$3.93M +$4.13M +7,645 New
RWM
1423
Ritholtz Wealth Management
New York
$3.92M +$815K +1,507 +25%
BA
1424
Bridgewater Associates
Connecticut
$3.91M +$4.11M +7,605 New
SBIA
1425
Sheaff Brock Investment Advisors
Indiana
$3.88M +$270K +499 +7%
55 56
57
58 59