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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
1226
Hubbell Strickland Wealth Management
Louisiana
$1.72M +$418K +1,182 +32%
EP
1227
Equius Partners
California
$1.72M +$1.73M +4,900 New
PWM
1228
Penobscot Wealth Management
Maine
$1.71M -$485K -1,374 -22%
LWMM
1229
Legacy Wealth Management (Mississippi)
Mississippi
$1.7M -$857K -2,427 -33%
PAM
1230
PVG Asset Management
Colorado
$1.69M -$76.7K -217 -4%
PHIC
1231
Pine Haven Investment Counsel
Massachusetts
$1.68M -$7.77K -22 -0.5%
EDRH
1232
Edmond de Rothschild Holding
Switzerland
$1.68M +$110K +310 +7%
MSFS
1233
Main Street Financial Solutions
Pennsylvania
$1.68M -$65.7K -186 -4%
GJIA
1234
Glass Jacobson Investment Advisors
Maryland
$1.68M +$1.69M +4,777 New
BBNB
1235
Baker Boyer National Bank
Washington
$1.67M +$320K +906 +24%
VFP
1236
Verus Financial Partners
Virginia
$1.67M -$8.13K -23 -0.5%
FC
1237
Fiduciary Counselling
Minnesota
$1.66M -$239K -676 -12%
IP
1238
Intellectus Partners
California
$1.66M +$14.8K +42 +0.9%
RIA
1239
Realta Investment Advisors
Delaware
$1.65M +$105K +296 +7%
CHA
1240
Cooper/Haims Advisors
New York
$1.64M +$78.8K +223 +5%
KOC
1241
Koss-Olinger Consulting
Florida
$1.64M +$340K +963 +26%
WF
1242
WoodTrust Financial
Wisconsin
$1.64M +$303K +858 +23%
LSA
1243
Lion Street Advisors
Texas
$1.64M +$332K +941 +32%
PAM
1244
Private Asset Management
California
$1.64M -$268K -759 -14%
WLPWM
1245
Walled Lake Planning & Wealth Management
Illinois
$1.63M -$29K -82 -2%
BBA
1246
BLB&B Advisors
Pennsylvania
$1.63M +$368K +1,041 +29%
RZH
1247
Relyea Zuckerberg Hanson
Connecticut
$1.63M -$294K -832 -15%
BDF
1248
Black Diamond Financial
Maryland
$1.62M +$230K +650 +16%
MWM
1249
Moulton Wealth Management
Washington
$1.62M -$12.4K -35 -0.8%
TWM
1250
Tanager Wealth Management
United Kingdom
$1.62M +$989K +2,799 +155%
48 49
50
51 52