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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
3526
Legacy Wealth Management (Tennessee)
Tennessee
$339K – – –
TW
3527
Towerpoint Wealth
California
$339K +$329K +493 New
PS
3528
Portfolio Strategies
New York
$337K +$4.67K +7 +1%
KF
3529
KKM Financial
Illinois
$337K -$131K -197 -29%
IWA
3530
Independent Wealth Advisors
North Carolina
$336K -$16K -24 -5%
IIM
3531
IFC & Insurance Marketing
California
$336K +$326K +489 New
LAS
3532
LWM Advisory Services
Florida
$336K – – –
WBC
3533
West Branch Capital
Massachusetts
$335K +$173K +259 +113%
TAWM
3534
Three Arch Wealth Management
California
$335K +$19.3K +29 +6%
PRTG
3535
Post Resch Tallon Group
New York
$334K +$324K +486 New
MGW
3536
MB Generational Wealth
Washington
$334K – – –
OWA
3537
Octavia Wealth Advisors
Ohio
$331K -$152K -228 -32%
NPA
3538
Nichols & Pratt Advisers
Massachusetts
$331K +$321K +482 New
HWM
3539
Horizon Wealth Management
Illinois
$330K +$667 +1 +0.2%
CW
3540
Curio Wealth
Maryland
$330K – – –
PWM
3541
Pacific Wealth Management
California
$328K -$6K -9 -2%
SMCM
3542
Sky-Mountain Capital Management
Idaho
$328K +$83.3K +125 +35%
MFS
3543
McNamara Financial Services
Massachusetts
$328K +$4.67K +7 +1%
WIM
3544
Waycross Investment Management
Washington
$327K – – –
RFN
3545
RDA Financial Network
Iowa
$325K -$18K -27 -5%
SEM
3546
Strategic Equity Management
Arizona
$325K – – –
CA
3547
Centerpoint Advisors
Massachusetts
$325K – – –
ORC
3548
O'Rourke & Company
Massachusetts
$324K +$2.67K +4 +0.9%
AA
3549
Aire Advisors
California
$324K +$18.7K +28 +6%
BFC
3550
Blue Fin Capital
Rhode Island
$324K +$1.33K +2 +0.4%
140 141
142
143 144