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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1651
Alaethes Wealth
Nevada
$1.74M +$1.22M +2,397 +268%
PWS
1652
Peterson Wealth Services
Utah
$1.74M +$12.7K +25 +0.8%
D
1653
Diversified
Delaware
$1.74M -$37.6K -74 -2%
MCM
1654
MontVue Capital Management
Virginia
$1.74M +$329K +647 +24%
DE
1655
Diversified Enterprises
Delaware
$1.74M +$1.68M +3,298 New
WCM
1656
Washburn Capital Management
Florida
$1.74M +$76.2K +150 +5%
RFS
1657
Retirement Financial Solutions
Tennessee
$1.74M +$43.7K +86 +3%
IF
1658
Intrua Financial
Texas
$1.73M +$269K +530 +19%
CFP
1659
Curran Financial Partners
South Carolina
$1.72M +$253K +497 +18%
1CP
1660
17 Capital Partners
Arizona
$1.72M +$93.5K +184 +6%
OWM
1661
Orgel Wealth Management
Wisconsin
$1.72M +$44.7K +88 +3%
ECA
1662
Elevated Capital Advisors
Utah
$1.72M +$540K +1,062 +49%
HCM
1663
Hengehold Capital Management
Ohio
$1.71M +$138K +272 +9%
FRA
1664
Frank Rimerman Advisors
California
$1.71M – – –
AA
1665
Alesco Advisors
New York
$1.69M +$3.05K +6 +0.2%
ACP
1666
Aviance Capital Partners
Florida
$1.69M +$164K +322 +11%
ABWM
1667
Alpine Bank Wealth Management
Colorado
$1.69M +$1.63M +3,201 New
SI
1668
Stonekeep Investments
New Mexico
$1.68M +$102K +201 +7%
RTC
1669
Riverview Trust Company
Washington
$1.68M +$40.7K +80 +3%
CIAS
1670
CFS Investment Advisory Services
New Jersey
$1.68M -$37.1K -73 -2%
FWM
1671
Fortress Wealth Management
California
$1.67M – – –
PSP
1672
Principal Street Partners
Tennessee
$1.67M -$42.2K -83 -2%
HCM
1673
HMS Capital Management
Tennessee
$1.66M – – –
OAS
1674
Optivise Advisory Services
Tennessee
$1.66M +$2.03K +4 +0.1%
NCM
1675
Novare Capital Management
North Carolina
$1.66M +$13.7K +27 +0.9%
65 66
67
68 69