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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1801
Argonautica Private Wealth Management
Massachusetts
$4.01M +$2.01M +3,022 +107%
ECA
1802
Elevation Capital Advisory
Oregon
$3.99M -$307K -460 -7%
WI
1803
Westbourne Investments
Virginia
$3.98M +$14.7K +22 +0.4%
AWP
1804
Astra Wealth Partners
New Jersey
$3.98M +$15.3K +23 +0.4%
SWM
1805
Steelhead Wealth Management
Virginia
$3.97M -$167K -250 -4%
FC
1806
Financial Council
Maryland
$3.97M +$105K +158 +3%
AA
1807
Advisory Alpha
Michigan
$3.95M -$2.13M -3,200 -36%
CW
1808
Cedarwood Wealth
Colorado
$3.95M +$207K +311 +6%
AWM
1809
Accurate Wealth Management
Florida
$3.94M -$43.3K -65 -1%
GIA
1810
Goodwin Investment Advisory
Georgia
$3.93M +$407K +610 +12%
FWCM
1811
Ferguson Wellman Capital Management
Oregon
$3.93M -$5.33K -8 -0.1%
AI
1812
Auour Investments
Massachusetts
$3.93M +$77.3K +116 +2%
RIA
1813
Realta Investment Advisors
Delaware
$3.92M +$1.01M +1,519 +36%
PIWA
1814
Prevail Innovative Wealth Advisors
Kansas
$3.91M +$1.28M +1,920 +51%
FIB
1815
First Interstate Bank
Montana
$3.91M -$95.3K -143 -2%
CAG
1816
Compass Advisory Group
New York
$3.9M -$24K -36 -0.6%
AWA
1817
Argo Wealth Advisory
Virginia
$3.88M +$1.45M +2,170 +62%
BFC
1818
Bedel Financial Consulting
Indiana
$3.88M +$127K +190 +3%
CIAS
1819
CFS Investment Advisory Services
New Jersey
$3.88M +$629K +944 +20%
PWP
1820
Perfromance Wealth Partners
Illinois
$3.88M -$3.33K -5 -0.1%
WLPWM
1821
Walled Lake Planning & Wealth Management
Illinois
$3.86M +$240K +360 +7%
BOM
1822
Bank of Marin
California
$3.86M +$62.7K +94 +2%
CAAS
1823
Capital Asset Advisory Services
Michigan
$3.85M +$178K +267 +5%
WA
1824
Waddell & Associates
Tennessee
$3.84M -$47.3K -71 -1%
GAM
1825
GEM Asset Management
Michigan
$3.83M -$7.33K -11 -0.2%
71 72
73
74 75