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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
926
SevenOneSeven Capital Management
Pennsylvania
$3.95M +$364K +1,031 +10%
EFL
927
ERn Financial LLC
Wisconsin
$3.95M +$314K +888 +9%
CA
928
Cullinan Associates
Kentucky
$3.94M +$3.96M +11,200 New
MC
929
Mount Capital
United Kingdom
$3.9M – – –
DA
930
Detalus Advisors
Missouri
$3.9M -$106K -301 -3%
FFA
931
Fi3 Financial Advisors
Indiana
$3.88M +$2.58M +7,308 +195%
CW
932
Cook Wealth
North Carolina
$3.87M +$1.06M +3,002 +37%
PWW
933
Pettyjohn Wood & White
Virginia
$3.86M +$58.3K +165 +2%
WLIM
934
White Lighthouse Investment Management
Massachusetts
$3.86M -$87.3K -247 -2%
PNC
935
Park National Corp
Ohio
$3.86M +$130K +368 +3%
TF
936
Tompkins Financial
New York
$3.86M -$62.2K -176 -2%
PWM
937
Prosperity Wealth Management
California
$3.85M +$3.87M +10,965 New
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$3.85M -$278K -788 -7%
DOA
939
D'Orazio & Associates
Virginia
$3.85M – – –
CFO
940
Collective Family Office
Pennsylvania
$3.83M +$714K +2,022 +23%
NW
941
NewEdge Wealth
Pennsylvania
$3.82M -$1.06M -3,004 -22%
SW
942
SteelPeak Wealth
California
$3.81M -$12.7M -36,023 -77%
AWE
943
Avidian Wealth Enterprises
Texas
$3.81M +$1.3M +3,693 +52%
WDL
944
Well Done LLC
Michigan
$3.8M +$384K +1,087 +11%
NDSI
945
Newman Dignan & Sheerar Inc
Rhode Island
$3.79M +$561K +1,589 +17%
PPP
946
Private Portfolio Partners
New Jersey
$3.79M +$216K +611 +6%
SWM
947
Soundmark Wealth Management
Washington
$3.79M -$195K -553 -5%
FPCM
948
Financial Partners Capital Management
New York
$3.78M +$575K +1,628 +18%
VCM
949
Vivaldi Capital Management
Illinois
$3.76M -$71.7K -203 -2%
CFAM
950
Coury Firm Asset Management
Pennsylvania
$3.74M +$4.95K +14 +0.1%
36 37
38
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