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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
1926
Optimist Retirement Group
Washington
$2.63M -$50K -80 -2%
NFP
1927
Narus Financial Partners
Utah
$2.62M +$44.4K +71 +2%
LSA
1928
L & S Advisors
California
$2.62M +$20K +32 +0.7%
BPWM
1929
Badgley Phelps Wealth Managers
Washington
$2.61M -$351K -562 -11%
LFA
1930
LifeGuide Financial Advisors
Pennsylvania
$2.61M -$9.38K -15 -0.3%
LI
1931
LifeWealth Investments
Florida
$2.61M +$31.9K +51 +1%
FFWA
1932
Forthright Family Wealth Advisory
Texas
$2.6M +$1.87M +2,988 +123%
CWA
1933
Clarity Wealth Advisors
California
$2.6M +$359K +574 +15%
BWA
1934
BlueChip Wealth Advisors
Georgia
$2.6M -$941K -1,504 -24%
TWM
1935
Trueblood Wealth Management
Ohio
$2.59M +$186K +298 +7%
OA
1936
Oxbow Advisors
Texas
$2.59M +$251K +402 +10%
HAM
1937
Harmony Asset Management
Arizona
$2.58M +$97.6K +156 +4%
AWC
1938
Adamsbrown Wealth Consultants
Kansas
$2.58M +$196K +314 +8%
CFP
1939
Curran Financial Partners
South Carolina
$2.57M -$522K -835 -16%
FWP
1940
Falcon Wealth Planning
California
$2.57M +$523K +836 +24%
ISFAN
1941
Investor's Fiduciary Advisor Network
Washington
$2.56M -$3.23M -5,169 -55%
SWA
1942
Strategic Wealth Advisors
Arizona
$2.56M +$361K +577 +16%
MCCP
1943
Mission Creek Capital Partners
California
$2.56M +$216K +346 +9%
SFPG
1944
Stonebridge Financial Planning Group
Florida
$2.56M +$89.4K +143 +3%
R
1945
Rebalance
California
$2.56M +$23.8K +38 +0.9%
JC
1946
JB Capital
Connecticut
$2.55M -$15K -24 -0.6%
BWA
1947
Basecamp Wealth Advisors
Washington
$2.55M +$2.39M +3,820 +847%
KG
1948
Kieckhefer Group
Wisconsin
$2.55M +$1.17M +1,864 +77%
RAM
1949
Robinhood Asset Management
California
$2.55M +$962K +1,539 +56%
TDC
1950
Thompson Davis & Co
Virginia
$2.55M -$1.17M -1,876 -31%
76 77
78
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