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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1651
Stockman Wealth Management
Montana
$2.5M +$91.9K +170 +4%
PWA
1652
Physician Wealth Advisors
Utah
$2.49M +$60K +111 +2%
CCIA
1653
Cherry Creek Investment Advisors
Colorado
$2.49M +$42.2K +78 +2%
WA
1654
Wealth Architects
California
$2.49M +$370K +685 +16%
AR
1655
Apeiron RIA
Texas
$2.49M -$403K -745 -13%
VAF
1656
Values Added Financial
District of Columbia
$2.48M +$34.1K +63 +1%
CC
1657
Copperleaf Capital
North Carolina
$2.48M +$722K +1,336 +38%
GFG
1658
Grantvest Financial Group
New Jersey
$2.47M +$318K +589 +14%
IWP
1659
Innova Wealth Partners
Pennsylvania
$2.47M +$231K +428 +10%
GP
1660
Greenline Partners
New York
$2.47M -$76.8K -142 -5%
CC
1661
Commons Capital
Massachusetts
$2.47M +$1.6M +2,963 +162%
JSL
1662
JT Stratford LLC
Georgia
$2.46M -$1.05M -1,944 -29%
DC
1663
Defender Capital
North Carolina
$2.46M +$2.57M +4,750 New
FNWM
1664
Financial Network Wealth Management
Utah
$2.46M +$3.24K +6 +0.1%
CHA
1665
Cooper/Haims Advisors
New York
$2.45M +$6.49K +12 +0.3%
PWA
1666
Provenance Wealth Advisors
Florida
$2.45M – – –
EGA
1667
E&G Advisors
Texas
$2.44M – – –
IAS
1668
IMA Advisory Services
Colorado
$2.44M -$1.08M -2,002 -30%
SPWG
1669
Syntegra Private Wealth Group
Missouri
$2.43M +$2.07M +3,829 +424%
WFA
1670
WMG Financial Advisors
Tennessee
$2.43M +$102K +189 +4%
TWA
1671
TCI Wealth Advisors
Arizona
$2.43M -$87.6K -162 -3%
SIMG
1672
Sonora Investment Management Group
Arizona
$2.42M -$157K -291 -6%
VFP
1673
Verus Financial Partners
Virginia
$2.42M +$68.1K +126 +3%
LFA
1674
LifeGuide Financial Advisors
Pennsylvania
$2.42M +$41.6K +77 +2%
CCWM
1675
Cassaday & Co Wealth Management
Virginia
$2.42M +$822K +1,521 +48%
65 66
67
68 69