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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1751
Physician Wealth Advisors
Utah
$4.4M +$801K +1,202 +23%
SP
1752
Sequent Planning
Nebraska
$4.4M +$751K +1,127 +21%
CPW
1753
Cogent Private Wealth
Florida
$4.4M -$984K -1,476 -19%
IAG
1754
Investment Advisory Group
Massachusetts
$4.4M -$354K -531 -8%
BA
1755
Bluesphere Advisors
Pennsylvania
$4.4M +$217K +325 +5%
FC
1756
Financial Consulate
Maryland
$4.39M -$16K -24 -0.4%
PIA
1757
Perennial Investment Advisors
California
$4.37M +$365K +547 +9%
AWMNH
1758
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.37M -$619K -929 -13%
IA
1759
IFC Advisors
California
$4.37M +$552K +828 +15%
CCWM
1760
Cassaday & Co Wealth Management
Virginia
$4.36M -$358K -537 -8%
VCM
1761
Vines Capital Management
Louisiana
$4.36M +$377K +565 +10%
CTWM
1762
Cherry Tree Wealth Management
Minnesota
$4.36M +$592K +888 +16%
ACIM
1763
Azimuth Capital Investment Management
Michigan
$4.36M -$36.7K -55 -0.9%
NW
1764
Naviter Wealth
Arkansas
$4.36M +$3.15M +4,723 +291%
HFS
1765
Hantz Financial Services
Michigan
$4.34M +$1.69M +2,538 +67%
IWP
1766
Innova Wealth Partners
Pennsylvania
$4.33M +$51.3K +77 +1%
NP
1767
Nilsine Partners
Colorado
$4.32M +$30.7K +46 +0.7%
GS
1768
GWN Securities
Florida
$4.32M +$377K +566 +10%
BRPW
1769
Ballast Rock Private Wealth
South Carolina
$4.31M -$10K -15 -0.2%
PA
1770
Procyon Advisors
Connecticut
$4.3M +$383K +575 +10%
FNA
1771
First National Advisers
Nebraska
$4.28M +$63.3K +95 +2%
WWM
1772
Wolff Wiese Magana
California
$4.28M +$461K +691 +12%
BWP
1773
Baldwin Wealth Partners
Massachusetts
$4.28M -$251K -376 -6%
RSWA
1774
Robinson Smith Wealth Advisors
Maine
$4.28M +$959K +1,438 +30%
NI
1775
NYL Investors
New York
$4.27M – – –
69 70
71
72 73