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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2551
Parkway Wealth Management
Texas
$1.06M +$66.9K +107 +7%
FNFDCM
2552
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.06M +$13.8K +22 +1%
KIG
2553
Kennedy Investment Group
New Jersey
$1.06M -$340K -544 -23%
PFSC
2554
Peoples Financial Services Corp
Pennsylvania
$1.06M -$8.76K -14 -0.8%
SWP
2555
Significant Wealth Partners
Illinois
$1.06M -$92.6K -148 -8%
JPWM
2556
Jamison Private Wealth Management
Georgia
$1.06M +$612K +978 +123%
PBC
2557
Pavion Blue Capital
California
$1.06M +$206K +330 +23%
WFMPM
2558
Woodley Farra Manion Portfolio Management
Indiana
$1.06M +$69.4K +111 +7%
JSC
2559
Jackson Square Capital
California
$1.06M +$166K +265 +18%
CFS
2560
Compass Financial Services
Iowa
$1.06M -$258K -412 -19%
WN
2561
Williams & Novak
California
$1.06M +$43.8K +70 +4%
GFP
2562
Gryphon Financial Partners
Ohio
$1.05M -$3.75K -6 -0.3%
PWM
2563
Power Wealth Management
Georgia
$1.05M -$62.5K -100 -5%
BCP
2564
Berkeley Capital Partners
Georgia
$1.05M +$120K +192 +12%
FMN
2565
Financial Management Network
California
$1.05M +$69.4K +111 +7%
PFP
2566
Paragon Financial Partners
California
$1.05M +$238K +381 +30%
AIS
2567
Accredited Investor Services
Minnesota
$1.05M – – –
LIP
2568
Lynch Investment Planning
Pennsylvania
$1.05M +$17.5K +28 +2%
PWM
2569
Palumbo Wealth Management
New York
$1.04M -$33.1K -53 -3%
TCWM
2570
Total Clarity Wealth Management
Illinois
$1.04M +$43.2K +69 +4%
CAM
2571
Costello Asset Management
Pennsylvania
$1.04M +$81.3K +130 +8%
SIC
2572
Sage Investment Counsel
Tennessee
$1.04M +$3.13K +5 +0.3%
BC
2573
Barrett & Company
Rhode Island
$1.04M -$6.25K -10 -0.6%
OCM
2574
Osterweis Capital Management
California
$1.04M – – –
OWA
2575
One Wealth Advisors
California
$1.04M – – –
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