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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Caldwell Trust
Florida
$880K – – –
SWIM
1502
Smallwood Wealth Investment Management
New Jersey
$878K – – –
MWA
1503
Meridian Wealth Advisors
Texas
$874K +$78.5K +214 +10%
RDWM
1504
Red Door Wealth Management
Tennessee
$871K -$8.07K -22 -0.9%
I
1505
INVST
Indiana
$869K +$30.4K +83 +4%
CWM
1506
Collaborative Wealth Management
Florida
$869K -$52.1K -142 -6%
IF
1507
Integrity Financial
Wyoming
$865K +$125K +342 +17%
AW
1508
Alaethes Wealth
Nevada
$862K +$841K +2,292 New
KA
1509
Kooman & Associates
Pennsylvania
$859K -$1.1K -3 -0.1%
TFM
1510
TFC Financial Management
Massachusetts
$856K +$201K +549 +32%
RCAG
1511
Rehmann Capital Advisory Group
Michigan
$856K -$178K -486 -18%
SWM
1512
Segment Wealth Management
Texas
$854K +$34.1K +93 +4%
NWM
1513
NEIRG Wealth Management
Massachusetts
$854K +$733 +2 +0.1%
NWMG
1514
National Wealth Management Group
Ohio
$853K +$2.93K +8 +0.4%
TVWM
1515
Tower View Wealth Management
Wisconsin
$853K +$4.03K +11 +0.5%
MWA
1516
Monograph Wealth Advisors
California
$853K -$377K -1,029 -31%
CBT
1517
Central Bank & Trust
Kentucky
$852K -$86.5K -236 -9%
SWA
1518
Sightline Wealth Advisors
Connecticut
$843K +$1.1K +3 +0.1%
IAS
1519
Investment Advisory Services
Texas
$842K +$179K +487 +28%
OWM
1520
OneAscent Wealth Management
Alabama
$840K +$14.3K +39 +2%
CWA
1521
Centennial Wealth Advisory
Michigan
$838K +$50.6K +138 +7%
FC
1522
Financial Consulate
Maryland
$838K +$7.33K +20 +0.9%
LC
1523
Lavaca Capital
Texas
$838K +$24.9K +68 +3%
MCM
1524
MV Capital Management
Maryland
$836K – – –
CSI
1525
Cross Staff Investments
New York
$833K -$38.5K -105 -5%
59 60
61
62 63