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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2151
SMI Advisory Services
Indiana
$1.06M -$18.4K -34 -2%
LA
2152
Latitude Advisors
Florida
$1.05M +$74.7K +138 +8%
GLLW
2153
Graves Light Lenhart Wealth
Virginia
$1.05M +$10.3K +19 +1%
MW
2154
Members Wealth
Pennsylvania
$1.05M +$1.02M +1,889 New
IHL
2155
Investment House LLC
California
$1.05M +$1.05M +1,944 New
PFA
2156
Plotkin Financial Advisors
Maryland
$1.04M -$50.4K -93 -5%
VWM
2157
Valley Wealth Managers
New Jersey
$1.04M -$94.8K -175 -8%
TF
2158
TLWM Financial
Texas
$1.04M +$65K +120 +7%
AC
2159
Avenir Corporation
Virginia
$1.04M – – –
SP
2160
Saranac Partners
$1.04M +$1.04M +1,929 New
MA
2161
MONECO Advisors
Connecticut
$1.04M +$157K +290 +18%
CFA
2162
Capstone Financial Advisors
Illinois
$1.04M +$145K +268 +16%
MFA
2163
Morling Financial Advisors
California
$1.04M – – –
KIA
2164
KCM Investment Advisors
California
$1.03M +$37.4K +69 +4%
TAM
2165
Taurus Asset Management
New York
$1.03M -$94.8K -175 -8%
FCA
2166
FLC Capital Advisors
California
$1.03M – – –
RIG
2167
RiverFront Investment Group
Virginia
$1.02M +$86.7K +160 +9%
BP
2168
Broadleaf Partners
Ohio
$1.02M +$549K +1,014 +115%
GCP
2169
Gill Capital Partners
Colorado
$1.01M -$1.63K -3 -0.2%
SWM
2170
Scissortail Wealth Management
Oklahoma
$1.01M +$1.01M +1,872 +26,743%
LG
2171
LAM Group
Oregon
$1.01M – – –
FCG
2172
Fielder Capital Group
Tennessee
$1.01M -$34.1K -63 -3%
ACM
2173
Allred Capital Management
Texas
$1.01M – – –
LIA
2174
Lynx Investment Advisory
District of Columbia
$1M -$59.6K -110 -6%
PWM
2175
Power Wealth Management
Georgia
$1M -$14.1K -26 -1%
85 86
87
88 89