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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1676
Perfromance Wealth Partners
Illinois
$3.13M +$100K +170 +3%
HSWM
1677
Hubbell Strickland Wealth Management
Louisiana
$3.12M +$12.4K +21 +0.4%
CC
1678
Copperleaf Capital
North Carolina
$3.11M -$77.2K -131 -3%
PRA
1679
Pine Ridge Advisers
New York
$3.11M – – –
JSL
1680
JT Stratford LLC
Georgia
$3.1M +$231K +392 +8%
FHC
1681
First Horizon Corporation
Tennessee
$3.1M +$2.99M +5,065 New
BF
1682
Baring Financial
Washington
$3.1M +$295K +501 +11%
RGC
1683
Roberts, Glore & Co
Illinois
$3.1M -$6.48K -11 -0.2%
BCM
1684
Boreal Capital Management
Florida
$3.1M +$169K +287 +6%
MWA
1685
Medallion Wealth Advisors
Connecticut
$3.04M +$44.8K +76 +2%
VFP
1686
Verus Financial Partners
Virginia
$3.04M +$39.5K +67 +1%
GS
1687
GWN Securities
Florida
$3.04M -$2.53M -4,294 -46%
CCG
1688
Capital CS Group
California
$3.03M -$38.3K -65 -1%
CCIA
1689
Cherry Creek Investment Advisors
Colorado
$3.03M +$128K +217 +5%
PWA
1690
Physician Wealth Advisors
Utah
$3.03M +$56K +95 +2%
M
1691
MYeCFO
California
$3.02M -$38.9K -66 -1%
VAF
1692
Values Added Financial
District of Columbia
$3.02M -$87.2K -148 -3%
FPF
1693
First Pacific Financial
Washington
$3.01M -$20.6K -35 -0.7%
PCA
1694
Purkiss Capital Advisors
Connecticut
$3.01M +$158K +268 +6%
BIG
1695
Brooklyn Investment Group
New York
$3M – – –
CHA
1696
Cooper/Haims Advisors
New York
$2.99M -$40.7K -69 -1%
MBT
1697
Montecito Bank & Trust
California
$2.98M +$2.87M +4,873 New
FWA
1698
FOCUS Wealth Advisors
Texas
$2.98M – – –
EL
1699
EWA LLC
Pennsylvania
$2.98M +$9.43K +16 +0.3%
LI
1700
LifeWealth Investments
Florida
$2.98M -$515K -874 -15%
66 67
68
69 70