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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1551
Werba Rubin Papier Wealth Management
California
$6.15M -$985K -1,478 -14%
IP
1552
Ignite Planners
California
$6.15M -$735K -1,103 -11%
TI
1553
Truepoint Inc
Ohio
$6.14M +$92.7K +139 +2%
RWP
1554
Reliant Wealth Planning
Kentucky
$6.12M -$117K -176 -2%
FSWA
1555
Financial Synergies Wealth Advisors
Texas
$6.07M +$2.47M +3,705 +72%
NU
1556
Northwestern University
Illinois
$6.06M +$5.88M +8,826 New
AMCA
1557
Arthur M. Cohen & Associates
Illinois
$6.02M +$67.3K +101 +1%
WPP
1558
Whalerock Point Partners
Rhode Island
$6.01M +$667 +1 +0%
IIA
1559
ICW Investment Advisors
Arizona
$6.01M +$185K +277 +3%
VR
1560
Valued Retirements
Texas
$5.98M +$84K +126 +1%
AIS
1561
American Investment Services
Massachusetts
$5.97M +$56.7K +85 +1%
AT
1562
Arlington Trust
Alabama
$5.96M +$1.42M +2,127 +32%
MA
1563
Modus Advisors
Minnesota
$5.96M +$45.3K +68 +0.8%
FCM
1564
Fire Capital Management
California
$5.96M -$771K -1,156 -12%
SEP
1565
Southland Equity Partners
Missouri
$5.95M +$447K +670 +8%
PCH
1566
PGIM Custom Harvest
New Jersey
$5.94M -$107K -161 -2%
NWP
1567
NerdWallet Wealth Partners
New York
$5.94M +$245K +367 +4%
MDA
1568
Minot DeBlois Advisors
Massachusetts
$5.93M -$71.3K -107 -1%
JCM
1569
Jacobi Capital Management
Pennsylvania
$5.9M -$667 -1 -0%
CPC
1570
CFC Planning Company
Indiana
$5.9M +$406K +609 +8%
QCMNJ
1571
Quantum Capital Management (New Jersey)
New Jersey
$5.87M +$5.7M +8,547 New
NCM
1572
Next Capital Management
New York
$5.86M +$2.67K +4 +0%
MW
1573
MBL Wealth
North Carolina
$5.85M +$13.3K +20 +0.2%
IIA
1574
IPG Investment Advisors
California
$5.84M +$322K +483 +6%
QFW
1575
QTR Family Wealth
Florida
$5.83M -$34.7K -52 -0.6%
61 62
63
64 65