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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1601
FSA Advisors
Michigan
$2.68M -$6.79M -12,539 -71%
HSWM
1602
Hubbell Strickland Wealth Management
Louisiana
$2.67M +$13K +24 +0.5%
WP
1603
WealthShield Partners
North Carolina
$2.65M +$361K +667 +16%
LC
1604
Lavaca Capital
Texas
$2.64M – – –
IAG
1605
Investment Advisory Group
Massachusetts
$2.64M +$337K +622 +15%
KPWG
1606
KFA Private Wealth Group
Virginia
$2.64M +$42.2K +78 +2%
TWA
1607
TCI Wealth Advisors
Arizona
$2.63M -$31.4K -58 -1%
KIM
1608
Kestra Investment Management
Texas
$2.63M +$1.84M +3,406 +230%
TNAM
1609
Terra Nova Asset Management
New York
$2.63M -$58.5K -108 -2%
FWA
1610
FOCUS Wealth Advisors
Texas
$2.63M -$1.22M -2,256 -32%
MWM
1611
Maridea Wealth Management
New York
$2.62M +$2.64M +4,871 New
TPA
1612
Trivium Point Advisory
Connecticut
$2.62M +$850K +1,569 +48%
CG
1613
Corundum Group
Colorado
$2.61M +$1.3M +2,391 +97%
AWM
1614
Accel Wealth Management
Iowa
$2.6M +$37.9K +70 +1%
PIAS
1615
PCA Investment Advisory Services
Ohio
$2.6M +$53.1K +98 +2%
WAG
1616
Winthrop Advisory Group
Massachusetts
$2.6M +$192K +355 +8%
FPL
1617
Fortress Private Ledger
North Carolina
$2.59M +$2.61M +4,810 New
NFG
1618
Nations Financial Group
Iowa
$2.58M +$45.5K +84 +2%
AI
1619
Arrien Investments
Idaho
$2.58M -$66.1K -122 -3%
BW
1620
Bison Wealth
Georgia
$2.58M +$150K +277 +6%
CCIA
1621
Cherry Creek Investment Advisors
Colorado
$2.57M +$542 +1 +0%
FNWM
1622
Financial Network Wealth Management
Utah
$2.57M +$23.3K +43 +0.9%
PWA
1623
Provenance Wealth Advisors
Florida
$2.57M – – –
VAF
1624
Values Added Financial
District of Columbia
$2.57M – – –
CVA
1625
Central Valley Advisors
California
$2.57M +$2.26M +4,166 +697%
63 64
65
66 67