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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1351
Red Door Wealth Management
Tennessee
$583K +$20.7K +51 +4%
AP
1352
Americana Partners
Texas
$582K – – –
JSL
1353
JT Stratford LLC
Georgia
$581K +$75.9K +187 +15%
FFA
1354
Founders Financial Alliance
North Carolina
$580K +$78.3K +193 +15%
WP
1355
WealthShield Partners
North Carolina
$578K -$12.7M -31,229 -96%
CIA
1356
Compass Ion Advisors
Pennsylvania
$578K +$82.4K +203 +16%
LB
1357
Legacy Bridge
Iowa
$577K -$40.6K -100 -6%
CAM
1358
Cidel Asset Management
Ontario, Canada
$575K – – –
ERWM
1359
Elk River Wealth Management
Colorado
$573K -$38.9K -96 -6%
GAM
1360
Gould Asset Management
California
$573K – – –
AIM
1361
Avity Investment Management
Connecticut
$572K +$7.71K +19 +1%
PA
1362
Procyon Advisors
Connecticut
$566K +$582K +1,435 New
CPA
1363
Court Place Advisors
Maryland
$564K +$1.62K +4 +0.3%
BCA
1364
Bernzott Capital Advisors
California
$563K – – –
WDG
1365
Wealth Dimensions Group
Ohio
$561K +$20.7K +51 +4%
JFGIW
1366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559K -$11K -27 -2%
TWM
1367
Titus Wealth Management
California
$558K – – –
WWMSC
1368
Wagner Wealth Management (South Carolina)
South Carolina
$558K +$401K +988 +296%
HGWM
1369
Horst & Graben Wealth Management
Oregon
$558K +$574K +1,415 New
GWA
1370
GGM Wealth Advisors
Maryland
$557K +$127K +312 +31%
MIC
1371
Meridian Investment Counsel
California
$556K +$572K +1,410 New
KOCAA
1372
Knights of Columbus Asset Advisors
Connecticut
$555K – – –
LPWM
1373
Lake Point Wealth Management
Texas
$555K – – –
WAG
1374
Winthrop Advisory Group
Massachusetts
$555K +$17K +42 +3%
BWA
1375
Beam Wealth Advisors
Louisiana
$554K +$25.6K +63 +5%
53 54
55
56 57