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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1826
Forthright Family Wealth Advisory
Texas
$1.86M -$294K -544 -13%
SA
1827
Sovran Advisors
California
$1.85M +$274K +507 +15%
LWCFA
1828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.85M -$2.16K -4 -0.1%
IC
1829
Inscription Capital
Texas
$1.85M +$2.08M +3,855 New
MF
1830
Manuka Financial
Virginia
$1.85M +$50.8K +94 +3%
SA
1831
Sunesis Advisors
Kansas
$1.85M – – –
MSAM
1832
Moloney Securities Asset Management
Missouri
$1.85M +$74.1K +137 +4%
CWP
1833
Core Wealth Partners
California
$1.84M -$56.8K -105 -3%
RMAM
1834
Raab & Moskowitz Asset Management
New Jersey
$1.83M -$148K -273 -7%
B
1835
Bensler
Washington
$1.83M -$154K -284 -7%
BFA
1836
Bragg Financial Advisors
North Carolina
$1.82M +$516K +955 +37%
PCM
1837
Passive Capital Management
Maryland
$1.82M -$44.9K -83 -2%
BWA
1838
BlueChip Wealth Advisors
Georgia
$1.82M +$6.49K +12 +0.3%
CC
1839
Callan Capital
California
$1.81M +$9.19K +17 +0.5%
RIA
1840
Realta Investment Advisors
Delaware
$1.81M +$65.4K +121 +4%
AFPL
1841
Advus Financial Partners, LLC
Florida
$1.79M -$64.9K -120 -3%
MA
1842
Mezzasalma Advisors
New Jersey
$1.79M +$478K +885 +34%
AWM
1843
Alterna Wealth Management
Texas
$1.79M +$22.2K +41 +1%
EPIME
1844
Evelyn Partners Investment Management (Europe)
$1.78M – – –
OAS
1845
Optivise Advisory Services
Tennessee
$1.77M +$84.3K +156 +5%
VBFP
1846
Valtinson Bruner Financial Planning
Minnesota
$1.76M +$361K +668 +24%
VBWMG
1847
Von Berge Wealth Management Group
California
$1.76M +$22.2K +41 +1%
MWP
1848
Meridian Wealth Partners
Pennsylvania
$1.76M -$105K -195 -5%
PAG
1849
Paladin Advisory Group
Iowa
$1.76M +$302K +558 +19%
ACP
1850
Aviance Capital Partners
Florida
$1.75M +$40.5K +75 +2%
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