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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1476
Northwest Capital Management
Oregon
$927K +$271K +739 +43%
FNFDCM
1477
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$921K – – –
MPW
1478
Melone Private Wealth
Michigan
$916K -$18K -49 -2%
KCM
1479
Kathmere Capital Management
Pennsylvania
$916K +$217K +593 +32%
MS
1480
Madden Securities
Texas
$916K – – –
JWBC
1481
J.W. Burns & Co
New York
$914K +$1.47K +4 +0.2%
SCI
1482
Stableford Capital II
Arizona
$911K +$951K +2,593 New
LA
1483
Latitude Advisors
Florida
$911K -$46.6K -127 -5%
AR
1484
Apeiron RIA
Texas
$908K +$150K +408 +20%
AWC
1485
Adamsbrown Wealth Consultants
Kansas
$907K +$5.13K +14 +0.6%
SAM
1486
Silvercrest Asset Management
New York
$907K -$36M -98,138 -98%
WA
1487
WP Advisors
California
$905K +$42.9K +117 +5%
CWA
1488
Clarity Wealth Advisors
California
$904K -$304K -829 -26%
BWM
1489
BlackDiamond Wealth Management
New York
$901K +$80.7K +220 +10%
AP
1490
Arlington Partners
Alabama
$898K -$774K -2,110 -47%
RFG
1491
RFP Financial Group
Georgia
$897K -$71.5K -195 -8%
CA
1492
CGN Advisors
Kansas
$895K -$24.6K -67 -3%
CWP
1493
Cyndeo Wealth Partners
Florida
$892K -$311K -848 -26%
RPCA
1494
Running Point Capital Advisors
California
$890K +$367 +1 +0%
FANJ
1495
Financial Architects (New Jersey)
New Jersey
$890K -$6.23K -17 -0.7%
PWP
1496
Private Wealth Partners
California
$888K +$866K +2,361 New
PAS
1497
Professional Advisory Services
Florida
$887K +$13.2K +36 +2%
FA
1498
Faithward Advisors
Pennsylvania
$882K +$841K +2,292 +6,367%
MIG
1499
McGuire Investment Group
Rhode Island
$881K – – –
CT
1500
Caldwell Trust
Florida
$880K – – –
58 59
60
61 62