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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1751
IMA Advisory Services
Colorado
$3.57M -$72.7K -117 -2%
OC
1752
Opal Capital
Florida
$3.56M +$3.47M +5,585 New
MWM
1753
Maripau Wealth Management
Indiana
$3.55M +$813K +1,308 +30%
WA
1754
Waddell & Associates
Tennessee
$3.55M – – –
KGP
1755
Keystone Global Partners
Colorado
$3.55M -$60.9K -98 -2%
CW
1756
Cedarwood Wealth
Colorado
$3.52M +$3.44M +5,531 New
MC
1757
McMorgan & Co
California
$3.52M -$69K -111 -2%
GS
1758
GWN Securities
Florida
$3.52M +$407K +655 +13%
KPWG
1759
KFA Private Wealth Group
Virginia
$3.51M -$159K -256 -4%
EDRH
1760
Edmond de Rothschild Holding
Switzerland
$3.51M -$17.4K -28 -0.5%
BWCS
1761
Beirne Wealth Consulting Services
Connecticut
$3.5M -$229K -369 -6%
PCA
1762
Purkiss Capital Advisors
Connecticut
$3.49M +$401K +645 +13%
RIA
1763
Realta Investment Advisors
Delaware
$3.49M +$183K +295 +6%
AWA
1764
Argo Wealth Advisory
Virginia
$3.49M +$3.46M +5,563 New
BMM
1765
Berkshire Money Management
Massachusetts
$3.48M +$3.45M +5,556 New
CTWM
1766
Cherry Tree Wealth Management
Minnesota
$3.47M +$7.46K +12 +0.2%
CPG
1767
Cornerstone Planning Group
New Jersey
$3.47M -$3.46M -5,563 -51%
PWP
1768
Perfromance Wealth Partners
Illinois
$3.47M +$260K +419 +8%
CWA
1769
Consilio Wealth Advisors
Washington
$3.47M -$621 -1 -0%
IA
1770
IFC Advisors
California
$3.47M +$224K +360 +7%
AI
1771
Auour Investments
Massachusetts
$3.45M -$359K -577 -10%
PIA
1772
Perennial Investment Advisors
California
$3.45M +$67.7K +109 +2%
CLIP
1773
Colter Lewis Investment Partners
Connecticut
$3.44M +$3.41M +5,486 New
WLPWM
1774
Walled Lake Planning & Wealth Management
Illinois
$3.44M -$32.3K -52 -0.9%
SFWA
1775
Summit Financial Wealth Advisors
Louisiana
$3.44M -$201K -324 -6%
69 70
71
72 73