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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1701
Pandowealth
Georgia
$4.77M +$2.59M +3,886 +4%
FOFP
1702
Fee-Only Financial Planning
South Carolina
$4.74M – – –
CWM
1703
ClientFirst Wealth Management
Arkansas
$4.74M -$12K -18 -0.3%
OIC
1704
Orion Investment Company
Missouri
$4.72M +$650K +975 +17%
PB
1705
Prime Buchholz
New Hampshire
$4.72M +$2.08M +3,117 +83%
CA
1706
CV Advisors
Florida
$4.69M +$667 +1 +0%
LCAM
1707
London & Capital Asset Management
United Kingdom
$4.68M -$708K -1,062 -13%
WDL
1708
Well Done LLC
Michigan
$4.67M -$129K -193 -3%
EL
1709
EWA LLC
Pennsylvania
$4.66M +$43.3K +65 +1%
ASG
1710
Advisory Solutions Group
Minnesota
$4.66M +$4.52M +6,785 New
DIP
1711
DT Investment Partners
Pennsylvania
$4.65M +$373K +560 +9%
GA
1712
Greenspring Advisors
Maryland
$4.65M -$60.7K -91 -1%
FIC
1713
Family Investment Center
Missouri
$4.63M -$40.7K -61 -0.9%
W
1714
WealthCollab
Washington
$4.62M +$21.3K +32 +0.5%
GSWM
1715
Golden State Wealth Management
California
$4.61M +$71.3K +107 +2%
KCM
1716
Kornitzer Capital Management
Kansas
$4.61M -$36.7K -55 -0.8%
KFS
1717
Kaizen Financial Strategies
California
$4.61M +$3.01M +4,515 +204%
WA
1718
WBH Advisory
Maryland
$4.61M +$410K +615 +10%
RC
1719
Rexford Capital
Texas
$4.6M -$163K -244 -4%
BVP
1720
Bristlecone Value Partners
California
$4.6M +$140K +210 +3%
RMP
1721
Richards, Merrill & Peterson
Washington
$4.6M +$105K +157 +2%
TL
1722
Tradewinds LLC
North Carolina
$4.59M +$2.19M +3,289 New
SWRP
1723
Summit Wealth & Retirement Planning
California
$4.58M -$424K -636 -9%
MWA
1724
Monograph Wealth Advisors
California
$4.56M – – –
KCPG
1725
Kavar Capital Partners Group
Kansas
$4.56M +$2K +3 +0%
67 68
69
70 71