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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1601
KFA Private Wealth Group
Virginia
$3.58M +$69.6K +118 +2%
BOM
1602
Bank of Marin
California
$3.58M -$143K -243 -4%
MWP
1603
Madison Wealth Partners
Wisconsin
$3.58M +$1.91M +3,235 +124%
SFWA
1604
Summit Financial Wealth Advisors
Louisiana
$3.57M +$1.23M +2,085 +56%
IAS
1605
IMA Advisory Services
Colorado
$3.56M +$517K +877 +18%
BC
1606
Bakala Capital
South Carolina
$3.56M +$10K +17 +0.3%
GIA
1607
GHP Investment Advisors
Colorado
$3.55M -$20K -34 -0.6%
TL
1608
Tradewinds LLC
North Carolina
$3.55M +$3.04M +5,156 +798%
TP
1609
Tranquility Partners
Tennessee
$3.55M +$246K +418 +8%
FWCM
1610
Ferguson Wellman Capital Management
Oregon
$3.54M -$803K -1,362 -19%
FFA
1611
Fi3 Financial Advisors
Indiana
$3.54M -$157K -267 -4%
TWA
1612
Trellis Wealth Advisors
California
$3.52M +$589 +1 +0%
CAG
1613
Compass Advisory Group
New York
$3.52M -$131K -223 -4%
TIM
1614
Tortoise Investment Management
New York
$3.52M +$81.9K +139 +2%
KGP
1615
Keystone Global Partners
Colorado
$3.52M -$104K -177 -3%
S
1616
Sunpointe
Missouri
$3.52M -$3.42M -5,800 -50%
MC
1617
McMorgan & Co
California
$3.51M -$7.06M -11,970 -68%
OIC
1618
Orion Investment Company
Missouri
$3.5M +$29.5K +50 +0.9%
AWM
1619
Accurate Wealth Management
Florida
$3.49M +$1.87M +3,175 +124%
FCM
1620
Fire Capital Management
California
$3.48M +$2.55M +4,333 +322%
TDC
1621
Thompson Davis & Co
Virginia
$3.47M -$308K -522 -8%
WA
1622
Waddell & Associates
Tennessee
$3.47M -$3.54K -6 -0.1%
RMP
1623
Richards, Merrill & Peterson
Washington
$3.46M -$28.9K -49 -0.9%
MA
1624
Mezzasalma Advisors
New Jersey
$3.45M +$1.26M +2,138 +61%
CIAS
1625
Capital Investment Advisory Services
North Carolina
$3.44M +$522K +885 +19%
63 64
65
66 67