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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1626
AlphaQ Advisors
Florida
$822K – – –
MWM
1627
Moulton Wealth Management
Washington
$822K -$24.7K -64 -3%
GCM
1628
Glaxis Capital Management
Florida
$821K – – –
SL
1629
SWMG LLC
Texas
$819K +$238K +618 +44%
CFS
1630
Cannon Financial Strategists
Georgia
$816K +$107K +278 +16%
6F
1631
626 Financial
Michigan
$815K -$58.3K -151 -7%
QAM
1632
Q3 Asset Management
Michigan
$814K +$772K +2,000 New
PWG
1633
Portside Wealth Group
Utah
$813K +$770K +1,997 New
IAS
1634
IMA Advisory Services
Colorado
$813K -$55.9K -145 -7%
SFP
1635
Sandbox Financial Partners
Maryland
$809K +$16.2K +42 +2%
SIA
1636
Schechter Investment Advisors
Michigan
$808K +$26.2K +68 +4%
FWM
1637
Focused Wealth Management
New York
$801K +$3.09K +8 +0.4%
TFA
1638
Toth Financial Advisory
Virginia
$798K -$12.3K -32 -2%
APP
1639
Avantax Planning Partners
Iowa
$797K +$53.2K +138 +8%
WAL
1640
W Advisors LLC
Tennessee
$787K – – –
AC
1641
Avenir Corporation
Virginia
$786K -$20.4K -53 -3%
CI
1642
CPR Investments
Michigan
$786K +$745K +1,930 New
CWM
1643
Chemistry Wealth Management
New York
$786K -$772 -2 -0.1%
KFC
1644
Klingenstein Fields & Co
New York
$784K – – –
FCG
1645
Financial Connections Group
California
$781K – – –
RCM
1646
RB Capital Management
Nevada
$780K +$42.8K +111 +6%
NFP
1647
Narus Financial Partners
Utah
$775K +$10.4K +27 +1%
AL
1648
ACAS LLC
California
$773K -$57.9K -150 -7%
SIS
1649
Strategic Investment Solutions
Illinois
$771K -$946K -2,453 -56%
AA
1650
Alesco Advisors
New York
$771K +$2.7K +7 +0.4%
64 65
66
67 68