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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1451
Cidel Asset Management
Ontario, Canada
$6.12M -$8.08K -13 -0.1%
FWA
1452
Fulcrum Wealth Advisors
Washington
$6.11M +$6.06M +9,744 New
WRPWM
1453
Werba Rubin Papier Wealth Management
California
$6.11M +$531K +855 +10%
JPG
1454
Jordan Park Group
California
$6.08M -$1.21M -1,955 -17%
AWM
1455
Aprio Wealth Management
Georgia
$6.08M +$2.59M +4,168 +75%
SI
1456
Saxon Interests
Texas
$6.08M -$213K -342 -3%
PWP
1457
Phillips Wealth Planners
Mississippi
$6.07M +$419K +674 +8%
CBOR
1458
Community Bank of Raymore
Missouri
$6.06M – – –
FPL
1459
Fortress Private Ledger
North Carolina
$6.04M +$1.44M +2,325 +32%
ASG
1460
Ariston Services Group
California
$6.03M -$41.6K -67 -0.7%
PAM
1461
Palisade Asset Management
Minnesota
$6.01M -$46K -74 -0.8%
SEIA
1462
Signature Estate & Investment Advisors
California
$6M +$184K +296 +3%
FWP
1463
Family Wealth Partners
North Carolina
$5.95M -$96.3K -155 -2%
BFO
1464
Biltmore Family Office
North Carolina
$5.95M +$1.05M +1,694 +22%
ACA
1465
Affinity Capital Advisors
California
$5.95M +$88.9K +143 +2%
ISFAN
1466
Investor's Fiduciary Advisor Network
Washington
$5.93M +$5.4M +8,688 +1,124%
BEC
1467
Blue Edge Capital
Virginia
$5.92M +$29.8K +48 +0.5%
CKAIS
1468
Christensen King & Associates Investment Services
Washington
$5.91M +$60.3K +97 +1%
PCH
1469
PGIM Custom Harvest
New Jersey
$5.89M -$239K -385 -4%
FFG
1470
Frisch Financial Group
New York
$5.88M +$16.8K +27 +0.3%
WAM
1471
Worth Asset Management
Texas
$5.88M +$168K +270 +3%
KIA
1472
Koenig Investment Advisory
Oregon
$5.86M +$5.75M +9,245 New
WW
1473
Wright Wealth
Georgia
$5.86M +$5.8M +9,340 New
FA
1474
Flagstar Advisors
New York
$5.86M -$513K -825 -8%
RWM
1475
Raffa Wealth Management
District of Columbia
$5.85M -$369K -594 -6%
57 58
59
60 61