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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1626
Sagace Wealth Management
Florida
$5.32M +$118K +177 +2%
SHFG
1627
S Harris Financial Group
Texas
$5.32M -$31.3K -47 -0.6%
JGUA
1628
John G. Ullman & Associates
New York
$5.31M +$743K +1,114 +17%
SFWC
1629
Strategic Family Wealth Counselors
New Jersey
$5.3M +$459K +688 +10%
LEA
1630
Legacy Edge Advisors
New York
$5.28M -$51.3K -77 -1%
AWA
1631
Aaron Wealth Advisors
Illinois
$5.25M -$187K -280 -4%
PWM
1632
Penobscot Wealth Management
Maine
$5.24M -$343K -515 -6%
CWM
1633
Consultiva Wealth Management
Puerto Rico
$5.23M +$1.19M +1,781 +31%
APW
1634
Aventura Private Wealth
Florida
$5.23M +$101K +151 +2%
CLIP
1635
Colter Lewis Investment Partners
Connecticut
$5.23M +$64K +96 +1%
VIP
1636
Viewpoint Investment Partners
Alberta, Canada
$5.23M +$853K +1,280 +20%
LI
1637
LRI Investments
Florida
$5.21M -$117K -176 -2%
GHA
1638
GW Henssler & Associates
Georgia
$5.21M -$835K -1,252 -14%
SFG
1639
Stonebridge Financial Group
California
$5.19M +$5.04M +7,553 New
EAM
1640
Eschler Asset Management
United Kingdom
$5.19M – – –
WIM
1641
WealthPlan Investment Management
Nebraska
$5.18M +$2.67M +4,012 +114%
BFP
1642
Birchwood Financial Partners
Minnesota
$5.17M +$571K +857 +13%
OWM
1643
Orgel Wealth Management
Wisconsin
$5.17M +$825K +1,238 +20%
LC
1644
Lawood & Co
Pennsylvania
$5.16M +$160K +240 +3%
MCA
1645
MSH Capital Advisors
Arizona
$5.16M +$1.79M +2,682 +56%
1W
1646
1776 Wealth
Georgia
$5.16M -$171K -256 -3%
AWM
1647
Avondale Wealth Management
Texas
$5.15M +$223K +335 +5%
SC
1648
Sawyer & Company
Massachusetts
$5.15M +$1.09M +1,641 +28%
DG
1649
Dala Group
Illinois
$5.14M -$708K -1,062 -12%
EWA
1650
Etesian Wealth Advisors
Oregon
$5.13M +$58K +87 +1%
64 65
66
67 68