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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
976
Thrive Wealth Management
Pennsylvania
$3.04M +$2.94M +6,963 New
PL
977
Parthenon LLC
Kentucky
$3.03M -$62.9K -149 -2%
CWP
978
CFM Wealth Partners
Texas
$3.02M -$249K -590 -8%
FFS
979
Founders Financial Securities
Maryland
$3.02M +$2.34M +5,549 +408%
PFA
980
Paradigm Financial Advisors
Missouri
$3.01M +$22.4K +53 +0.8%
BWFA
981
Baltimore-Washington Financial Advisors
Maryland
$3M +$54.5K +129 +2%
CA
982
CGN Advisors
Kansas
$2.99M +$411K +974 +17%
EWM
983
Empirical Wealth Management
Washington
$2.98M +$599K +1,420 +26%
CFD
984
Creative Financial Designs
Indiana
$2.98M +$94.6K +224 +3%
BA
985
Bristlecone Advisors
Washington
$2.98M -$21.1K -50 -0.7%
S
986
SignatureFD
Georgia
$2.97M +$127K +301 +5%
MCA
987
Magnolia Capital Advisors
Mississippi
$2.96M – – –
CCFM
988
Clear Creek Financial Management
Washington
$2.96M -$7.18K -17 -0.3%
JIC
989
Joel Isaacson & Co
New York
$2.96M -$133K -315 -4%
AWM
990
Avondale Wealth Management
Texas
$2.94M -$126K -299 -4%
CAG
991
Csenge Advisory Group
Florida
$2.93M -$66.7K -158 -2%
CCB
992
Cutter & Co Brokerage
Missouri
$2.92M +$87K +206 +3%
WIA
993
World Investment Advisors
California
$2.92M +$334K +792 +13%
MWA
994
Meridian Wealth Advisors
Texas
$2.92M +$2.35M +5,562 +491%
KBFS
995
Kohmann Bosshard Financial Services
Ohio
$2.9M +$20.7K +49 +0.7%
RTC
996
Riverview Trust Company
Washington
$2.89M +$790K +1,872 +39%
BWIA
997
Bryant Woods Investment Advisors
New York
$2.88M +$2.79M +6,614 New
MSFS
998
Main Street Financial Solutions
Pennsylvania
$2.86M +$89.1K +211 +3%
PFBT
999
Parkside Financial Bank & Trust
Missouri
$2.86M +$60.8K +144 +2%
SFS
1000
Summit Financial Strategies
Ohio
$2.85M +$40.5K +96 +1%
38 39
40
41 42