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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1526
Opulen Financial Group
Virginia
$3.32M +$122K +225 +4%
SC
1527
Sawyer & Company
Massachusetts
$3.31M -$834K -1,542 -19%
BWA
1528
Bordeaux Wealth Advisors
California
$3.31M +$140K +259 +4%
LI
1529
LifeWealth Investments
Florida
$3.3M +$2.39M +4,427 +221%
AWM
1530
Avondale Wealth Management
Texas
$3.29M +$51.4K +95 +2%
SGWM
1531
Sterling Group Wealth Management
California
$3.29M -$41.6K -77 -1%
MBTD
1532
Mechanics Bank - Trust Department
California
$3.29M -$292K -540 -8%
BMM
1533
Berkshire Money Management
Massachusetts
$3.29M -$160K -296 -4%
SWA
1534
Strategies Wealth Advisors
Michigan
$3.28M -$196K -362 -5%
BWP
1535
Baldwin Wealth Partners
Massachusetts
$3.27M +$189K +349 +6%
FPL
1536
Fortress Private Ledger
North Carolina
$3.26M +$834K +1,543 +32%
DIP
1537
DT Investment Partners
Pennsylvania
$3.26M +$188K +347 +6%
FIB
1538
First Interstate Bank
Montana
$3.26M -$347K -642 -9%
VIP
1539
Viewpoint Investment Partners
Alberta, Canada
$3.25M +$15.1K +28 +0.4%
CAM
1540
Clark Asset Management
New Hampshire
$3.24M +$692K +1,281 +25%
CWM
1541
Consultiva Wealth Management
Puerto Rico
$3.23M +$105K +195 +3%
PA
1542
Planning Alternatives
Michigan
$3.22M +$200K +370 +6%
R
1543
Rebalance
California
$3.21M -$11.9K -22 -0.4%
VWA
1544
VSM Wealth Advisory
Maryland
$3.21M +$541 +1 +0%
LI
1545
LRI Investments
Florida
$3.2M -$128K -236 -4%
NI
1546
NYL Investors
New York
$3.19M – – –
QC
1547
Quent Capital
New York
$3.19M -$9.73K -18 -0.3%
PPC
1548
Pennington Partners & Co
Maryland
$3.18M -$87.6K -162 -3%
BSG
1549
Black Swift Group
Colorado
$3.16M -$102K -189 -3%
WLPWM
1550
Walled Lake Planning & Wealth Management
Illinois
$3.15M +$17.3K +32 +0.5%
60 61
62
63 64