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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
3626
Transatlantique Private Wealth
New York
$226K – – –
GPW
3627
Gray Private Wealth
Massachusetts
$226K +$224K +360 New
EA
3628
Everpar Advisors
Oklahoma
$226K +$4.97K +8 +2%
HHWM
3629
Hiley Hunt Wealth Management
Nebraska
$225K – – –
CC
3630
Cadinha & Co
Hawaii
$225K +$223K +359 New
CWM
3631
Copia Wealth Management
Oregon
$225K +$1.24K +2 +0.6%
CIS
3632
Continental Investors Services
Washington
$225K -$621 -1 -0.3%
HP
3633
Hilltop Partners
Indiana
$225K +$222K +358 New
LOPW
3634
Live Oak Private Wealth
North Carolina
$225K – – –
ZI
3635
ZEGA Investments
Florida
$224K -$1.24K -2 -0.6%
PFGWM
3636
Price Financial Group Wealth Management
Oregon
$223K +$221K +356 New
CFGF
3637
Compass Financial Group (Florida)
Florida
$223K – – –
SPW
3638
Sonoma Private Wealth
California
$223K – – –
MBWA
3639
Marin Bay Wealth Advisors
California
$222K +$221K +355 New
SSWG
3640
Seven Springs Wealth Group
Tennessee
$222K +$220K +354 New
IWMA
3641
Ironwood Wealth Management (Arizona)
Arizona
$221K -$137K -220 -38%
SPIO
3642
Seven Post Investment Office
California
$221K -$17.4K -28 -7%
OWMIAS
3643
One Wealth Management Investment & Advisory Services
Florida
$221K +$219K +352 New
WAP
3644
Wealth Analytics Partners
California
$220K +$218K +351 New
BWG
3645
Boomfish Wealth Group
Georgia
$220K +$218K +351 New
MWML
3646
M Wealth Management LLC
California
$219K – – –
PRTG
3647
Post Resch Tallon Group
New York
$219K +$218K +350 New
SCFS
3648
Stewardship Concepts Financial Services
Washington
$218K +$216K +347 New
GL
3649
Gerber LLC
Ohio
$217K +$1.24K +2 +0.6%
JAG
3650
Journey Advisory Group
Kentucky
$216K +$9.32K +15 +5%
144 145
146
147 148