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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1301
NEIRG Wealth Management
Massachusetts
$1.18M +$1.14M +2,701 New
CA
1302
Continuum Advisory
Idaho
$1.18M -$55.3K -131 -5%
HA
1303
HC Advisors
Georgia
$1.17M – – –
GHA
1304
GW Henssler & Associates
Georgia
$1.17M +$1.13M +2,684 New
AFM
1305
Andesa Financial Management
Pennsylvania
$1.17M +$32.1K +76 +3%
FWCM
1306
Ferguson Wellman Capital Management
Oregon
$1.16M -$23.6K -56 -2%
HDIM
1307
Hanson & Doremus Investment Management
Vermont
$1.16M – – –
AWC
1308
Adamsbrown Wealth Consultants
Kansas
$1.16M +$1.12M +2,652 New
JC
1309
JB Capital
Connecticut
$1.16M -$36.3K -86 -3%
BW
1310
Bison Wealth
Georgia
$1.15M -$3.76M -8,900 -77%
VC
1311
Veery Capital
Delaware
$1.15M +$13.9K +33 +1%
WP
1312
WealthShield Partners
North Carolina
$1.15M +$491K +1,162 +79%
TWM
1313
Tolleson Wealth Management
Texas
$1.15M – – –
WF
1314
WoodTrust Financial
Wisconsin
$1.14M +$1.1M +2,616 New
ACM
1315
Allred Capital Management
Texas
$1.14M -$38.8K -92 -3%
EBT
1316
Enterprise Bank & Trust
Massachusetts
$1.14M -$30K -71 -3%
MCM
1317
Maryland Capital Management
Maryland
$1.14M -$17.3K -41 -2%
CCA
1318
Cobblestone Capital Advisors
New York
$1.14M -$844 -2 -0.1%
SA
1319
SRH Advisors
Kansas
$1.13M -$81.5K -193 -7%
CFO
1320
Custos Family Office
Texas
$1.13M +$1.1M +2,598 New
FSWA
1321
Financial Synergies Wealth Advisors
Texas
$1.13M +$219K +519 +25%
ECM
1322
EagleClaw Capital Management
Massachusetts
$1.13M +$11.8K +28 +1%
WFA
1323
Wipfli Financial Advisors
Wisconsin
$1.13M +$656K +1,554 +150%
CWM
1324
Cornerstone Wealth Management
Missouri
$1.13M +$83.6K +198 +8%
VFIC
1325
Valley Forge Investment Consultants
Pennsylvania
$1.13M +$455K +1,079 +72%
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