Largest Portfolios by Value

Impact Investors, Inc

• SPTL
• NULG
• IAU
• AGZ
• ESGD
• SUSB
• VGIT

South Plains Financial, Inc.

• IEFA
• AAPL
• IJH
• MSFT
• IVV
• VGSH
• AMZN

Arcadia Wealth Management, Inc.

• DFAC
• AVUS
• DFAI
• AVUV
• DFSD
• DFCF
• DFAR

Coordinated Financial Services, Inc.

• IVV
• SPY
• VTI
• GOVT
• VB
• SCHD
• AAPL

Golden Road Advisors LLC

• VUG
• VTV
• VB
• VOO
• VONV
• VONG
• VEA

Traction Financial Partners, LLC

• VOO
• SPY
• QQQ
• RDVY
• XMHQ
• XSVM
• VTEB

Wernau Asset Management Inc.

• AAPL
• SPY
• AAPL
• SPY
• BRK-B
• MSFT
• GOOG

Turn8 Private Wealth Inc.

• JEPI
• XLE
• LQD
• MSFT
• BRK-B
• AAPL
• WM

Optimize Financial Inc

• ATEN
• AAPL

Berry Wealth Group, LP

• AAPL
• AVGO
• MSI
• JPM
• MSFT
• ETN
• WMT

Hestia Capital Management, LLC

• PBI
• KSS
• KBH
• QRTEA

Pine Brook Road Advisors, L.P.

Foundation Wealth Management, LLC

• IVW
• IVE
• IJJ
• IWO
• IBDR
• EFV
• AAPL

Good Steward Wealth Advisors,Llc

• VTI
• PULS
• PFXF
• VOO
• AMLP
• VXUS
• EMBD

Bco Wealth Management LLC

• DFAC
• DFCF
• DFSD
• DFIC
• MUB
• DFEM
• BND

Guerra Pan Advisors, LLC

• NVDA
• USMV
• SCHA
• AVGO
• GOOGL
• JPM
• CRWD

Asset Planning,Inc

• AMZN
• TDG
• LLY
• AAPL
• COST
• ALL
• MCD

Investment Partners Asset Management, Inc.

• AAPL
• JEPI
• MSFT
• PFFV
• XYLD
• NVDA
• GOOGL