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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1526
Drive Wealth Management
Utah
$1.98M -$10.6K -22 -0.6%
EFG
1527
Everhart Financial Group
Ohio
$1.97M -$129K -268 -6%
PCM
1528
Passive Capital Management
Maryland
$1.97M +$437K +908 +30%
IFA
1529
Index Fund Advisors
California
$1.96M +$3.37K +7 +0.2%
W
1530
WealthCollab
Washington
$1.96M – – –
CTWM
1531
Cherry Tree Wealth Management
Minnesota
$1.96M -$1.44K -3 -0.1%
TVAMP
1532
Tennessee Valley Asset Management Partners
Tennessee
$1.95M +$1.24M +2,569 +192%
OA
1533
Oxbow Advisors
Texas
$1.95M – – –
SIMG
1534
Sonora Investment Management Group
Arizona
$1.95M – – –
CWP
1535
Core Wealth Partners
California
$1.95M +$264K +549 +16%
LWMM
1536
Legacy Wealth Management (Mississippi)
Mississippi
$1.95M – – –
PGA
1537
Portland Global Advisors
Maine
$1.94M +$46.7K +97 +3%
TC
1538
TAP Consulting
Missouri
$1.94M -$182K -379 -9%
WP
1539
WealthShield Partners
North Carolina
$1.93M -$9.62K -20 -0.5%
SWM
1540
Segment Wealth Management
Texas
$1.93M – – –
BMM
1541
Buffington Mohr McNeal
Idaho
$1.93M +$7.7K +16 +0.4%
SMDAM
1542
Sumitomo Mitsui DS Asset Management
Japan
$1.93M +$584K +1,213 +46%
CCM
1543
Cutler Capital Management
Massachusetts
$1.92M +$437K +908 +31%
AFPL
1544
Advus Financial Partners, LLC
Florida
$1.9M +$70.3K +146 +4%
RIA
1545
Realta Investment Advisors
Delaware
$1.89M +$80.8K +168 +5%
PWG
1546
Private Wealth Group
Florida
$1.88M – – –
JC
1547
JB Capital
Connecticut
$1.88M +$267K +554 +17%
CC
1548
Callan Capital
California
$1.87M +$31.3K +65 +2%
SFWC
1549
Strategic Family Wealth Counselors
New Jersey
$1.87M +$545K +1,133 +44%
WMG
1550
WESCAP Management Group
California
$1.86M +$27.9K +58 +2%
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