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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1501
Meridian Wealth Partners
Pennsylvania
$1.65M -$409 -1 -0%
CC
1502
Callan Capital
California
$1.65M +$53.2K +130 +4%
LCM
1503
Leisure Capital Management
California
$1.65M +$1.54M +3,768 New
PWG
1504
Private Wealth Group
Florida
$1.64M – – –
LA
1505
LVW Advisors
New York
$1.64M +$221K +540 +17%
EI
1506
Ellevest Inc
New York
$1.64M -$31.9K -78 -2%
GOCP
1507
Great Oak Capital Partners
Massachusetts
$1.64M +$1.53M +3,747 New
IA
1508
Insight Advisors
Pennsylvania
$1.63M +$176K +429 +13%
CHJWM
1509
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.63M +$206K +503 +16%
CI
1510
CPR Investments
Michigan
$1.63M +$719K +1,756 +89%
CIAS
1511
Capital Investment Advisory Services
North Carolina
$1.63M -$5.32K -13 -0.3%
SAM
1512
S.A. Mason
Michigan
$1.62M +$60.2K +147 +4%
CFP
1513
Curran Financial Partners
South Carolina
$1.62M +$266K +650 +22%
HFS
1514
Heritage Financial Services
Massachusetts
$1.62M +$1.13M +2,749 +289%
OAJ
1515
Ogorek Anthony Joseph
New York
$1.61M +$1.49M +3,638 +6,063%
PAS
1516
Professional Advisory Services
Florida
$1.61M +$400K +977 +36%
RWA
1517
River Wealth Advisors
Pennsylvania
$1.61M +$15.1K +37 +1%
PCTC
1518
Perkins Coie Trust Company
Washington
$1.6M – – –
P
1519
Pitcairn
Pennsylvania
$1.6M – – –
HKAM
1520
Horizon Kinetics Asset Management
New York
$1.59M -$23.3K -57 -2%
KF
1521
KKM Financial
Illinois
$1.58M +$1.48M +3,612 New
EFG
1522
Everhart Financial Group
Ohio
$1.58M -$45.4K -111 -3%
CAI
1523
Capital Advisors Inc
Oklahoma
$1.57M -$16K -39 -1%
RIA
1524
Realta Investment Advisors
Delaware
$1.56M -$161K -393 -10%
APP
1525
Avantax Planning Partners
Iowa
$1.56M +$472K +1,154 +48%
59 60
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62 63