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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1126
Navigate Wealth Management
Alabama
$12.7M +$1.02M +1,532 +9%
WLIM
1127
White Lighthouse Investment Management
Massachusetts
$12.7M -$231K -346 -2%
SWA
1128
Serenus Wealth Advisors
California
$12.6M -$171K -256 -1%
VPWA
1129
Vestia Personal Wealth Advisors
Indiana
$12.6M +$1.08M +1,615 +10%
FUBT
1130
First United Bank & Trust
Maryland
$12.6M -$72K -108 -0.6%
GFPC
1131
Global Financial Private Client
Florida
$12.6M +$773K +1,160 +7%
KW
1132
KWB Wealth
California
$12.6M -$497K -746 -4%
BFS
1133
Bradley Foster & Sargent
Connecticut
$12.5M +$1.45M +2,172 +14%
NYLIM
1134
New York Life Investment Management
New York
$12.5M +$2.03M +3,040 +20%
HOWA
1135
Hudson Oak Wealth Advisory
New Jersey
$12.5M +$119K +178 +1%
MWM
1136
Mittelman Wealth Management
Massachusetts
$12.4M -$9.31M -13,970 -79%
WSCM
1137
Wellington Shields Capital Management
New York
$12.4M +$2.94M +4,412 +32%
4WM
1138
49 Wealth Management
Texas
$12.4M +$7.34M +11,015 +157%
A
1139
Alongside
Texas
$12.4M +$12M +18,053 New
FPWM
1140
Five Pine Wealth Management
Idaho
$12.4M +$182K +273 +2%
PA
1141
Pinnacle Associates
New York
$12.3M +$229K +343 +2%
NAMP
1142
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12.3M +$269K +403 +2%
WFA
1143
Wellspring Financial Advisors
Ohio
$12.3M +$114M +171,283 +49%
KCP
1144
Kera Capital Partners
California
$12.3M +$3.47M +5,204 +41%
VR
1145
Vision Retirement
New Jersey
$12.3M +$533K +799 +5%
SW
1146
SteelPeak Wealth
California
$12.1M +$3.25M +4,878 +38%
VA
1147
VestGen Advisors
Illinois
$12.1M +$3.18M +4,768 +37%
SFS
1148
Summit Financial Strategies
Ohio
$12.1M +$394K +591 +3%
FHC
1149
First Horizon Corporation
Tennessee
$12.1M +$1.5M +2,243 +15%
CI
1150
CacheTech Inc
Utah
$12M +$781K +1,171 +7%
44 45
46
47 48