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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1026
Howard Wealth Management
Connecticut
$431K +$413K +1,460 New
BWCS
1027
Beirne Wealth Consulting Services
Connecticut
$430K -$100K -354 -20%
PP
1028
Parplus Partners
New York
$429K +$410K +1,449 New
OWM
1029
Orgel Wealth Management
Wisconsin
$424K -$8.77K -31 -2%
CCP
1030
Corient Capital Partners
California
$422K – – –
AFM
1031
Andesa Financial Management
Pennsylvania
$421K -$754K -2,666 -65%
SFG
1032
SNS Financial Group
Minnesota
$421K +$13.9K +49 +4%
CMO
1033
Covenant Multifamily Offices
Texas
$417K +$19.8K +70 +5%
CTC
1034
Central Trust Company
Missouri
$412K +$104K +369 +36%
LWS
1035
Lucia Wealth Services
California
$410K – – –
RIL
1036
Rothschild Investment LLC
Illinois
$409K +$42.4K +150 +12%
IAM
1037
Integre Asset Management
New York
$408K – – –
CC
1038
Claybrook Capital
Massachusetts
$408K +$283 +1 +0.1%
ML
1039
McAdam LLC
Pennsylvania
$407K +$4.53K +16 +1%
GWM
1040
Greenwich Wealth Management
Connecticut
$404K +$386K +1,365 New
LA
1041
LexAurum Advisors
Kansas
$404K +$386K +1,366 New
LNWWM
1042
Laird Norton Wetherby Wealth Management
California
$403K -$8.2K -29 -2%
BL
1043
BFSG LLC
California
$403K +$122K +433 +47%
GFPC
1044
Global Financial Private Client
Florida
$402K +$384K +1,358 New
PPCM
1045
Pillar Pacific Capital Management
California
$399K – – –
BAM
1046
Brave Asset Management
New Jersey
$399K +$382K +1,350 New
CPA
1047
Court Place Advisors
Maryland
$398K +$3.39K +12 +0.9%
VFM
1048
Vivid Financial Management
California
$398K +$368K +1,302 New
RMC
1049
Resources Management Corp
Connecticut
$394K +$31.4K +111 +9%
APP
1050
Avantax Planning Partners
Iowa
$394K +$63.6K +225 +20%
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42
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