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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1476
Precedent Wealth Partners
Texas
$2.21M +$516K +1,073 +32%
KP
1477
Kitching Partners
Pennsylvania
$2.2M – – –
CAI
1478
Capital Advisors Inc
Oklahoma
$2.19M +$355K +737 +20%
AWM
1479
Aries Wealth Management
Maine
$2.18M +$61.1K +127 +3%
HCP
1480
Hardin Capital Partners
South Carolina
$2.17M +$2.09M +4,345 New
PHIC
1481
Pine Haven Investment Counsel
Massachusetts
$2.17M +$15.4K +32 +0.7%
CPCM
1482
Cardinal Point Capital Management
Ontario, Canada
$2.16M +$207K +430 +11%
WIC
1483
Woodmont Investment Counsel
Tennessee
$2.16M -$38K -79 -2%
9WM
1484
9258 Wealth Management
Ohio
$2.16M -$10.1K -21 -0.5%
LW
1485
Linscomb Wealth
Texas
$2.15M +$682K +1,418 +49%
HA
1486
Harfst & Associates
Wyoming
$2.15M -$14.9K -31 -0.7%
PIA
1487
Perennial Investment Advisors
California
$2.15M +$9.62K +20 +0.5%
SSB
1488
Sandy Spring Bank
Maryland
$2.14M +$636K +1,321 +45%
SIS
1489
Sound Income Strategies
Florida
$2.14M +$50K +104 +2%
RIS
1490
Retirement Income Solutions
Michigan
$2.13M -$112K -232 -5%
VF
1491
VitalStone Financial
Texas
$2.13M +$626K +1,301 +44%
UAG
1492
United Advisor Group
Ohio
$2.13M +$994K +2,065 +94%
LWCFA
1493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.12M +$1.2M +2,490 +156%
MWA
1494
Martel Wealth Advisors
Washington
$2.12M -$168K -350 -8%
CANC
1495
Culbertson A N & Co
Virginia
$2.12M +$38K +79 +2%
SPWM
1496
Schrum Private Wealth Management
Florida
$2.12M +$502K +1,044 +33%
CAM
1497
Clark Asset Management
New Hampshire
$2.11M +$943K +1,960 +87%
WCG
1498
Weaver Consulting Group
California
$2.1M -$122K -254 -6%
EI
1499
Ellevest Inc
New York
$2.1M +$308K +640 +18%
SLC
1500
Second Line Capital
Louisiana
$2.1M -$13K -27 -0.6%
58 59
60
61 62