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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1476
Chemistry Wealth Management
New York
$681K +$189K +502 +34%
NLP
1477
Next Level Private
New York
$681K +$498K +1,321 +206%
HC
1478
Hamilton Capital
Ohio
$679K +$24.1K +64 +3%
WA
1479
WP Advisors
California
$679K +$220K +583 +42%
CFS
1480
Cannon Financial Strategists
Georgia
$677K -$23.4K -62 -3%
WSCM
1481
Wellington Shields Capital Management
New York
$677K +$274K +728 +59%
GI
1482
Gradient Investments
Minnesota
$676K +$127K +338 +21%
SIS
1483
Sound Income Strategies
Florida
$674K -$73.5K -195 -9%
DTC
1484
Davidson Trust Company
Washington
$674K +$19.6K +52 +3%
MM
1485
Meridian Management
Arkansas
$673K – – –
NAS
1486
Nicolet Advisory Services
Wisconsin
$672K -$27.1K -72 -4%
LA
1487
LVW Advisors
New York
$671K +$2.26K +6 +0.3%
TFA
1488
Toth Financial Advisory
Virginia
$671K +$64.4K +171 +10%
WPA
1489
Winning Points Advisors
Florida
$670K – – –
KFC
1490
Klingenstein Fields & Co
New York
$668K – – –
I
1491
IMPACTfolio
Colorado
$667K -$83.6K -222 -10%
FCG
1492
Financial Connections Group
California
$666K – – –
FWM
1493
Focused Wealth Management
New York
$665K -$6.35M -16,847 -90%
MCM
1494
McRae Capital Management
New Jersey
$665K – – –
WCM
1495
Washburn Capital Management
Florida
$663K -$61.8K -164 -8%
BW
1496
Bison Wealth
Georgia
$661K +$97.9K +260 +16%
I
1497
INVST
Indiana
$661K +$285K +756 +79%
AWM
1498
Accel Wealth Management
Iowa
$658K +$20.7K +55 +3%
OWM
1499
OneAscent Wealth Management
Alabama
$651K +$10.5K +28 +2%
FB
1500
Fulton Bank
Pennsylvania
$649K +$59.5K +158 +9%
58 59
60
61 62