Largest Portfolios by Value

Wallace Advisory Group, LLC

• MRK
• CVX
• AMZN
• CI
• BIL
• MSFT
• SPEM

Mallini Complete Financial Planning LLC

• VTI
• BND
• VXUS
• VTEB
• ESGV
• EAGG
• USAC

Fairman Group, LLC

• IVV
• ACN
• VEA
• VEEV
• ESNT
• STRV
• WRB

Hauser Brothers Gmb H

• WBD
• TFII
• BLDR
• UNFI
• XPO
• WCC

Joel Adams & Associates, Inc.

• VOO
• AGG
• EAGG
• VSGX
• VTEB
• IEFA
• VXUS

Lakeshore Capital Group, Inc.

• IVV
• QQQ
• STLG
• FCOR
• BAB
• AAPL
• AMZN

Ventas, Inc.

Fiduciary Advisors, Inc.

• VOO
• VB
• ISTB
• VXUS
• VO
• VEA
• VTV

Integras Partners LLC

• CLOI
• IBDR
• HD
• CMI
• ABBV
• WMT
• BHP

Total Wealth Planning & Management, Inc.

• MSFT
• AAPL
• AMZN
• ABBV
• UNM
• NVDA
• AVGO

Aventus Investment Advisors, Inc.

• QUAL
• EFG
• RYT
• AGG
• XLK
• VGSH
• XLF

Yorktown Energy Partners Ix, L.P.

Vested Financial Planning, LLC

• DFAC
• DFAX
• VOO
• DFNM
• DFCF
• DUHP
• SPDW

Destiny Capital Securities Corporation

• SPYG
• SPYV
• SPTS
• IVV
• SPAB
• SPSM
• SHYG

Epacria Capital Partners, LLC

• PM
• BTI
• VEA
• BRK-B
• BSM
• CNQ
• IBKR

Equity Wealth Partners, LLC

• VO
• SPY
• IWY
• XLK
• AVDE
• FNDX
• SCHD

Davies Financial Advisors, Inc.

• QQQ
• SPY
• SFLR
• AAPL
• IAU
• NVDA
• MSFT

Stonepine Capital Management, LLC

• ADMA
• EOLS
• KMPH
• DAWN
• XOMA
• ACAD
• ENTA