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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1901
SMART Wealth
Nebraska
$370K -$85.1K -232 -19%
NL
1902
Navalign LLC
California
$369K +$360K +982 New
AWG
1903
Altus Wealth Group
Colorado
$369K +$360K +981 New
GM
1904
GeoWealth Management
Illinois
$368K +$95.4K +260 +36%
RWA
1905
Rainsberger Wealth Advisors
Colorado
$365K +$1.1K +3 +0.3%
FTDI
1906
First Trust Direct Indexing
Massachusetts
$364K +$355K +969 New
TCM
1907
True Capital Management
California
$363K +$367 +1 +0.1%
FCA
1908
FinTrust Capital Advisors
South Carolina
$363K – – –
ACP
1909
Aviance Capital Partners
Florida
$361K +$103K +280 +41%
LAS
1910
LWM Advisory Services
Florida
$361K +$26.4K +72 +8%
QPWM
1911
Quadrant Private Wealth Management
Pennsylvania
$361K – – –
OMC
1912
Overbrook Management Corp
New York
$360K – – –
CA
1913
Cornerstone Advisory
Maryland
$359K -$49.9K -136 -12%
EIA
1914
Eldridge Investment Advisors
New Hampshire
$358K -$16.1K -44 -4%
AWP
1915
Accretive Wealth Partners
New Jersey
$358K +$34.8K +95 +11%
FMP
1916
Financial Management Professionals
Texas
$357K -$20M -54,613 -98%
RIP
1917
RAM Investment Partners
Washington
$357K +$39.2K +107 +13%
AA
1918
Addison Advisors
Vermont
$357K +$316K +863 +1,015%
VF
1919
Virtu Financial
New York
$356K +$347K +946 New
OHWA
1920
Oak Hill Wealth Advisors
Virginia
$356K -$16.9K -46 -5%
SGK
1921
Steigerwald Gordon & Koch
Virginia
$353K -$27.5K -75 -7%
RS
1922
Retirement Solution
Washington
$353K +$344K +938 New
CCG
1923
Coastwise Capital Group
California
$353K -$10.3K -28 -3%
OWM
1924
Opes Wealth Management
California
$351K +$367 +1 +0.1%
CFP
1925
Curran Financial Partners
South Carolina
$350K -$1.1K -3 -0.3%
75 76
77
78 79