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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1526
Sawyer & Company
Massachusetts
$3.31M -$834K -1,542 -19%
BWA
1527
Bordeaux Wealth Advisors
California
$3.31M +$140K +259 +4%
LI
1528
LifeWealth Investments
Florida
$3.3M +$2.39M +4,427 +221%
AWM
1529
Avondale Wealth Management
Texas
$3.29M +$51.4K +95 +2%
SGWM
1530
Sterling Group Wealth Management
California
$3.29M -$41.6K -77 -1%
MBTD
1531
Mechanics Bank - Trust Department
California
$3.29M -$292K -540 -8%
BMM
1532
Berkshire Money Management
Massachusetts
$3.29M -$160K -296 -4%
SWA
1533
Strategies Wealth Advisors
Michigan
$3.28M -$196K -362 -5%
BWP
1534
Baldwin Wealth Partners
Massachusetts
$3.27M +$189K +349 +6%
FPL
1535
Fortress Private Ledger
North Carolina
$3.26M +$834K +1,543 +32%
DIP
1536
DT Investment Partners
Pennsylvania
$3.26M +$188K +347 +6%
FIB
1537
First Interstate Bank
Montana
$3.26M -$347K -642 -9%
VIP
1538
Viewpoint Investment Partners
Alberta, Canada
$3.25M +$15.1K +28 +0.4%
CAM
1539
Clark Asset Management
New Hampshire
$3.24M +$692K +1,281 +25%
CWM
1540
Consultiva Wealth Management
Puerto Rico
$3.23M +$105K +195 +3%
PA
1541
Planning Alternatives
Michigan
$3.22M +$200K +370 +6%
R
1542
Rebalance
California
$3.21M -$11.9K -22 -0.4%
VWA
1543
VSM Wealth Advisory
Maryland
$3.21M +$541 +1 +0%
LI
1544
LRI Investments
Florida
$3.2M -$128K -236 -4%
NI
1545
NYL Investors
New York
$3.19M – – –
QC
1546
Quent Capital
New York
$3.19M -$9.73K -18 -0.3%
PPC
1547
Pennington Partners & Co
Maryland
$3.18M -$87.6K -162 -3%
BSG
1548
Black Swift Group
Colorado
$3.16M -$102K -189 -3%
WLPWM
1549
Walled Lake Planning & Wealth Management
Illinois
$3.15M +$17.3K +32 +0.5%
HCMT
1550
Highland Capital Management (Tennessee)
Tennessee
$3.15M +$2.66M +4,925 +412%
60 61
62
63 64