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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1501
Aaron Wealth Advisors
Illinois
$1.91M -$21.5K -47 -1%
FIB
1502
First Interstate Bank
Montana
$1.9M -$9.15K -20 -0.5%
IFA
1503
Index Fund Advisors
California
$1.88M +$913K +1,995 +104%
W
1504
WealthCollab
Washington
$1.88M – – –
CTWM
1505
Cherry Tree Wealth Management
Minnesota
$1.88M +$633K +1,382 +55%
PCA
1506
Prosperity Capital Advisors
Ohio
$1.88M +$1.01M +2,211 +130%
OA
1507
Oxbow Advisors
Texas
$1.88M +$1.37K +3 +0.1%
LWMM
1508
Legacy Wealth Management (Mississippi)
Mississippi
$1.87M – – –
CPCM
1509
Cardinal Point Capital Management
Ontario, Canada
$1.86M +$175K +382 +11%
WP
1510
WealthShield Partners
North Carolina
$1.86M +$954K +2,085 +117%
GC
1511
Gratus Capital
Georgia
$1.86M +$565K +1,234 +47%
NFG
1512
Northeast Financial Group
Pennsylvania
$1.85M -$303K -663 -15%
SWM
1513
Segment Wealth Management
Texas
$1.85M – – –
IC
1514
Inscription Capital
Texas
$1.85M +$1.15M +2,510 +187%
BMM
1515
Buffington Mohr McNeal
Idaho
$1.84M -$27.5K -60 -2%
PWS
1516
Peterson Wealth Services
Utah
$1.83M -$364K -796 -17%
CW
1517
Channel Wealth
California
$1.83M -$103K -225 -6%
AWP
1518
Ascent Wealth Partners
New York
$1.82M +$1.73M +3,788 New
PGA
1519
Portland Global Advisors
Maine
$1.82M -$73.2K -160 -4%
GOCP
1520
Great Oak Capital Partners
Massachusetts
$1.81M +$5.49K +12 +0.3%
MWP
1521
Meridian Wealth Partners
Pennsylvania
$1.81M -$11.9K -26 -0.7%
PWG
1522
Private Wealth Group
Florida
$1.81M – – –
IA
1523
Insight Advisors
Pennsylvania
$1.81M +$9.61K +21 +0.6%
1WA
1524
180 Wealth Advisors
Washington
$1.8M +$86.5K +189 +5%
CIAS
1525
Capital Investment Advisory Services
North Carolina
$1.79M -$458 -1 -0%
59 60
61
62 63