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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1251
PRW Wealth Management
Massachusetts
$254K – – –
BFA
1252
Beacon Financial Advisory
Ohio
$252K +$240K +890 New
BAM
1253
Berkshire Asset Management
Pennsylvania
$249K -$28.3K -105 -11%
AP
1254
Appleton Partners
Massachusetts
$249K – – –
EI
1255
Ellevest Inc
New York
$246K -$19.1K -71 -8%
CCM
1256
Coldstream Capital Management
Washington
$245K -$87.7K -326 -27%
TAM
1257
Townsend Asset Management
North Carolina
$245K – – –
LWM
1258
Lyell Wealth Management
California
$243K – – –
AWM
1259
Argent Wealth Management
Massachusetts
$243K +$212K +786 New
CWM
1260
Chronos Wealth Management
Florida
$242K – – –
KWMG
1261
King Wealth Management Group
Florida
$242K – – –
SWP
1262
Summit Wealth Partners
Florida
$240K +$228K +847 New
RWM
1263
Raffa Wealth Management
District of Columbia
$240K +$17.5K +65 +8%
BWA
1264
Burt Wealth Advisors
Maryland
$240K – – –
CCM
1265
Cribstone Capital Management
Maine
$240K +$219K +815 +2,629%
AGA
1266
Arkos Global Advisors
Texas
$239K +$227K +842 New
BFP
1267
Briaud Financial Planning
Texas
$238K +$226K +841 New
SDAM
1268
Shulman DeMeo Asset Management
New York
$237K +$226K +838 New
GKWIM
1269
Gerber Kawasaki Wealth & Investment Management
California
$236K +$225K +835 New
MJRIC
1270
Mogy Joel R Investment Counsel
California
$235K +$223K +830 New
CC
1271
Chicago Capital
Illinois
$234K -$5.92K -22 -3%
CAG
1272
Curtis Advisory Group
California
$233K +$222K +823 New
MGWM
1273
Marks Group Wealth Management
Minnesota
$232K +$221K +820 New
GEA
1274
Glen Eagle Advisors
New Jersey
$232K +$117K +433 +113%
MWM
1275
Minot Wealth Management
Massachusetts
$229K +$217K +808 New
49 50
51
52 53