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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1726
Everhart Financial Group
Ohio
$2.16M +$15.2K +28 +0.7%
IWC
1727
Infinity Wealth Counsel
Ohio
$2.16M +$2.17M +4,000 New
CFG
1728
Cooper Financial Group
California
$2.15M +$630K +1,163 +41%
LWMM
1729
Legacy Wealth Management (Mississippi)
Mississippi
$2.15M – – –
ZIG
1730
Zullo Investment Group
Pennsylvania
$2.15M – – –
SSB
1731
Sandy Spring Bank
Maryland
$2.15M -$149K -275 -6%
BWA
1732
Burt Wealth Advisors
Maryland
$2.15M -$45K -83 -2%
CA
1733
Capital Advantage
California
$2.14M +$2.15M +3,974 New
MWA
1734
Martel Wealth Advisors
Washington
$2.14M -$141K -261 -6%
AAS
1735
Annex Advisory Services
Wisconsin
$2.13M -$98.6K -182 -4%
MG
1736
Marex Group
$2.13M +$147K +272 +7%
LW
1737
Linscomb Wealth
Texas
$2.13M -$40.6K -75 -2%
BB
1738
Busey Bank
Illinois
$2.13M +$336K +620 +19%
W
1739
WealthCollab
Washington
$2.11M +$542 +1 +0%
CTWM
1740
Cherry Tree Wealth Management
Minnesota
$2.11M – – –
WA
1741
WBH Advisory
Maryland
$2.11M -$13.5K -25 -0.6%
TSWM
1742
Tyler-Stone Wealth Management
Ohio
$2.1M +$61.2K +113 +3%
CFS
1743
Cannon Financial Strategists
Georgia
$2.1M -$24.9K -46 -1%
HIA
1744
HTG Investment Advisors
Connecticut
$2.1M – – –
PGA
1745
Portland Global Advisors
Maine
$2.09M +$30.3K +56 +1%
1CP
1746
17 Capital Partners
Arizona
$2.09M +$333K +614 +19%
TCOT
1747
Trust Company of Toledo
Ohio
$2.08M +$614K +1,133 +42%
LWCFA
1748
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08M -$173K -320 -8%
SWM
1749
Segment Wealth Management
Texas
$2.08M – – –
EW
1750
Enzi Wealth
Texas
$2.07M -$69.3K -128 -3%
68 69
70
71 72