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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2076
Ellevest Inc
New York
$1.56M -$81.3K -138 -5%
LWM
2077
Level Wealth Management
North Carolina
$1.56M – – –
MHB
2078
Midwest Heritage Bank
Iowa
$1.55M +$3.54K +6 +0.2%
BAWC
2079
Boyce & Associates Wealth Consulting
Texas
$1.55M -$635K -1,078 -30%
MIM
2080
Miller Investment Management
Pennsylvania
$1.55M – – –
CBA
2081
Coastal Bridge Advisors
Connecticut
$1.54M +$25.3K +43 +2%
BMO
2082
Beck Mack & Oliver
New York
$1.54M +$8.25K +14 +0.6%
IWA
2083
IBEX Wealth Advisors
New Jersey
$1.54M -$35.4K -60 -2%
IAMOG
2084
Investors Asset Management of Georgia
Georgia
$1.54M -$27.1K -46 -2%
CBU
2085
CIBC Bancorp USA
Illinois
$1.54M +$1.48M +2,508 New
ZAM
2086
Zevin Asset Management
Massachusetts
$1.53M +$46K +78 +3%
RRA
2087
Round Rock Advisors
Connecticut
$1.53M +$33.6K +57 +2%
CWMGO
2088
Capstone Wealth Management Group (Oregon)
Oregon
$1.53M +$1.18K +2 +0.1%
MS
2089
Madden Securities
Texas
$1.52M +$19.5K +33 +1%
GFA
2090
Gallagher Fiduciary Advisors
Illinois
$1.52M +$4.13K +7 +0.3%
EA
2091
Evolution Advisers
Virginia
$1.52M +$18.3K +31 +1%
UBP
2092
Union Bancaire Privee
Switzerland
$1.52M +$1.04M +1,763 +241%
GFG
2093
Greystone Financial Group
Michigan
$1.52M -$327K -554 -18%
PMWMG
2094
Parr McKnight Wealth Management Group
Minnesota
$1.52M +$76.6K +130 +6%
CFA
2095
Cahill Financial Advisors
Minnesota
$1.52M +$24.2K +41 +2%
OPPS
2096
Obsidian Personal Planning Solutions
Maryland
$1.51M -$24.2K -41 -2%
NCM
2097
Neumann Capital Management
California
$1.51M +$341K +578 +31%
SWP
2098
Strategic Wealth Partners
Ohio
$1.51M +$509K +864 +54%
VFG
2099
Valley Financial Group
Pennsylvania
$1.51M -$14.1K -24 -1%
KFSN
2100
Keystone Financial Services (Nebraska)
Nebraska
$1.5M +$212K +359 +17%
82 83
84
85 86