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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Aprio Wealth Management
Georgia
$2.8M +$2.4M +4,448 +445%
QFW
1602
QTR Family Wealth
Florida
$2.79M +$2.93M +5,429 New
FFO
1603
Fiduciary Family Office
Florida
$2.78M +$2.93M +5,418 New
BI
1604
Berkeley Inc
Idaho
$2.78M -$424K -785 -13%
OWM
1605
Orgel Wealth Management
Wisconsin
$2.78M +$227K +420 +8%
MW
1606
MBL Wealth
North Carolina
$2.77M +$86.5K +160 +3%
AI
1607
Accredited Investors
Minnesota
$2.77M +$136K +252 +5%
VWM
1608
Vermillion Wealth Management
Minnesota
$2.77M -$53.5K -99 -2%
DI
1609
Disciplined Investors
Texas
$2.77M +$44.9K +83 +2%
BPFA
1610
Barnes Pettey Financial Advisors
Mississippi
$2.77M -$53.5K -99 -2%
TP
1611
Tranquility Partners
Tennessee
$2.76M – – –
WCG
1612
Weaver Consulting Group
California
$2.76M +$29.7K +55 +1%
PB
1613
Prime Buchholz
New Hampshire
$2.76M +$36.8K +68 +1%
ACA
1614
Affinity Capital Advisors
California
$2.74M +$1.88M +3,474 +164%
AC
1615
Amitell Capital
Singapore
$2.74M +$2.88M +5,331 New
PWP
1616
Perfromance Wealth Partners
Illinois
$2.73M +$156K +289 +6%
PAMG
1617
Patton Albertson Miller Group
Tennessee
$2.73M +$1.53M +2,824 +113%
GHA
1618
GW Henssler & Associates
Georgia
$2.72M +$639K +1,182 +29%
PPW
1619
PACK Private Wealth
Minnesota
$2.71M -$221K -409 -7%
RFS
1620
Richardson Financial Services
Massachusetts
$2.7M -$157K -290 -5%
FSC
1621
Full Sail Capital
Oklahoma
$2.69M -$49.2K -91 -2%
FWA
1622
FSM Wealth Advisors
Ohio
$2.68M +$439K +812 +18%
AWMNH
1623
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.68M -$224K -415 -7%
PIA
1624
Perennial Investment Advisors
California
$2.68M +$270K +500 +11%
BWP
1625
Balboa Wealth Partners
Arizona
$2.68M +$1.21M +2,230 +75%
63 64
65
66 67