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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3126
Twin Capital Management
Pennsylvania
$213K – – –
SFG
3127
SevenBridge Financial Group
Pennsylvania
$213K -$1.08K -2 -0.5%
DWM
3128
Dogwood Wealth Management
Kansas
$212K -$230K -424 -52%
BWM
3129
Birchcreek Wealth Management
Ohio
$212K -$2.17K -4 -1%
CP
3130
Clarendon Private
Massachusetts
$212K +$213K +393 New
SA
3131
Sincerus Advisory
New York
$211K +$212K +391 New
PIA
3132
Powell Investment Advisors
Florida
$210K +$1.08K +2 +0.5%
AWAP
3133
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$210K +$211K +390 New
SHA
3134
Seneca House Advisors
Virginia
$209K -$3.25K -6 -2%
NG
3135
Norden Group
Utah
$209K +$210K +388 New
LA
3136
LWM Advisors
California
$208K +$209K +386 New
W
3137
WPWealth
Texas
$207K +$542 +1 +0.3%
WC
3138
Westwind Capital
New Mexico
$207K – – –
BWM
3139
BCO Wealth Management
New Mexico
$206K +$207K +383 New
WP
3140
Wealthspan Partners
Iowa
$206K +$207K +383 New
UL
3141
Unionview LLC
Washington
$205K -$75.8K -140 -27%
RWM
3142
Rockline Wealth Management
New York
$205K -$9.21K -17 -4%
HAIM
3143
Hunter Associates Investment Management
Pennsylvania
$205K +$205K +379 New
HWM
3144
HighMark Wealth Management
Minnesota
$204K -$640K -1,182 -76%
RA
3145
Rodgers & Associates
Pennsylvania
$204K -$158K -291 -43%
NIA
3146
NIA Impact Advisors
California
$204K +$205K +378 New
IPAM
3147
Investment Partners Asset Management
New Jersey
$202K +$203K +375 New
SWMP
3148
Signature Wealth Management Partners
New Jersey
$202K +$203K +374 New
RCM
3149
RMR Capital Management
California
$201K +$202K +373 New
NRW
3150
Nova R Wealth
Kansas
$200K +$201K +372 New
124 125
126
127 128