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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
3126
Redwood Financial Network
Ohio
$213K +$214K +396 New
DJYG
3127
David J. Yvars Group
Florida
$213K +$542 +1 +0.3%
TCM
3128
Twin Capital Management
Pennsylvania
$213K – – –
SFG
3129
SevenBridge Financial Group
Pennsylvania
$213K -$1.08K -2 -0.5%
DWM
3130
Dogwood Wealth Management
Kansas
$212K -$230K -424 -52%
BWM
3131
Birchcreek Wealth Management
Ohio
$212K -$2.17K -4 -1%
CP
3132
Clarendon Private
Massachusetts
$212K +$213K +393 New
SA
3133
Sincerus Advisory
New York
$211K +$212K +391 New
PIA
3134
Powell Investment Advisors
Florida
$210K +$1.08K +2 +0.5%
AWAP
3135
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$210K +$211K +390 New
SHA
3136
Seneca House Advisors
Virginia
$209K -$3.25K -6 -2%
NG
3137
Norden Group
Utah
$209K +$210K +388 New
LA
3138
LWM Advisors
California
$208K +$209K +386 New
W
3139
WPWealth
Texas
$207K +$542 +1 +0.3%
WC
3140
Westwind Capital
New Mexico
$207K – – –
BWM
3141
BCO Wealth Management
New Mexico
$206K +$207K +383 New
WP
3142
Wealthspan Partners
Iowa
$206K +$207K +383 New
UL
3143
Unionview LLC
Washington
$205K -$75.8K -140 -27%
RWM
3144
Rockline Wealth Management
New York
$205K -$9.21K -17 -4%
HAIM
3145
Hunter Associates Investment Management
Pennsylvania
$205K +$205K +379 New
HWM
3146
HighMark Wealth Management
Minnesota
$204K -$640K -1,182 -76%
RA
3147
Rodgers & Associates
Pennsylvania
$204K -$158K -291 -43%
NIA
3148
NIA Impact Advisors
California
$204K +$205K +378 New
IPAM
3149
Investment Partners Asset Management
New Jersey
$202K +$203K +375 New
SWMP
3150
Signature Wealth Management Partners
New Jersey
$202K +$203K +374 New
124 125
126
127 128