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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1901
Edmond de Rothschild Holding
Switzerland
$3.49M -$339K -509 -9%
MWP
1902
Meredith Wealth Planning
Illinois
$3.49M -$94K -141 -3%
FFA
1903
Founders Financial Alliance
North Carolina
$3.49M +$56.7K +85 +2%
PRA
1904
Pine Ridge Advisers
New York
$3.49M – – –
SA
1905
SRH Advisors
Kansas
$3.48M – – –
RFS
1906
Richardson Financial Services
Massachusetts
$3.48M -$357K -536 -10%
WAM
1907
Wakefield Asset Management
Colorado
$3.46M +$393K +590 +13%
NG
1908
Navigation Group
California
$3.46M -$95.3K -143 -3%
CPG
1909
Cornerstone Planning Group
New Jersey
$3.46M -$130K -195 -4%
LFA
1910
LifeGuide Financial Advisors
Pennsylvania
$3.46M +$445K +667 +15%
ZS
1911
Zenith Solutions
Pennsylvania
$3.46M +$3.35M +5,031 New
PFG
1912
PAX Financial Group
Texas
$3.45M -$66K -99 -2%
FWP
1913
Forefront Wealth Partners
Texas
$3.44M +$1.49M +2,235 +81%
NAM
1914
NorthCrest Asset Manangement
Minnesota
$3.42M +$884K +1,326 +37%
VFP
1915
Verus Financial Partners
Virginia
$3.41M +$2K +3 +0.1%
SCP
1916
Sandhill Capital Partners
New York
$3.41M +$629K +943 +23%
VAM
1917
Vienna Asset Management
California
$3.41M -$811K -1,217 -20%
NG
1918
Novem Group
New York
$3.39M +$77.3K +116 +2%
1WA
1919
180 Wealth Advisors
Washington
$3.39M -$83.3K -125 -2%
VAF
1920
Values Added Financial
District of Columbia
$3.38M +$14.7K +22 +0.4%
DF
1921
Downshift Financial
Colorado
$3.38M -$58K -87 -2%
PWA
1922
Provenance Wealth Advisors
Florida
$3.38M -$45.3K -68 -1%
LI
1923
LifeWealth Investments
Florida
$3.38M +$375K +562 +13%
FWA
1924
FOCUS Wealth Advisors
Texas
$3.37M +$6.67K +10 +0.2%
OBWG
1925
Onyx Bridge Wealth Group
New York
$3.36M -$18K -27 -0.5%
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