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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1601
Willis Johnson & Associates
Texas
$1.31M +$591K +1,444 +93%
FWA
1602
FSM Wealth Advisors
Ohio
$1.31M +$136K +331 +12%
W
1603
Wealthquest
Ohio
$1.31M -$83.5K -204 -6%
PWM
1604
Paulson Wealth Management
Illinois
$1.3M -$9.42K -23 -0.8%
CCFCSB
1605
Cape Cod Five Cents Savings Bank
Massachusetts
$1.3M -$1.42M -3,458 -54%
GWM
1606
GSB Wealth Management
Connecticut
$1.29M -$4.91K -12 -0.4%
MPM
1607
MBB Public Markets
Illinois
$1.29M – – –
GLR
1608
Great Lakes Retirement
Ohio
$1.29M +$1.21M +2,947 New
ACM
1609
Alpha Capital Management
Texas
$1.29M +$499K +1,218 +71%
HPIA
1610
Hamilton Point Investment Advisors
North Carolina
$1.28M +$409 +1 +0%
BWM
1611
Baron Wealth Management
Michigan
$1.28M -$9.83K -24 -0.8%
TAM
1612
Taurus Asset Management
New York
$1.28M +$246K +600 +26%
JFGIW
1613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M -$25K -61 -2%
KA
1614
Kooman & Associates
Pennsylvania
$1.28M +$261K +638 +28%
NL
1615
NVWM LLC
Pennsylvania
$1.28M +$956K +2,336 +396%
JWM
1616
Jessup Wealth Management
Ohio
$1.28M +$943K +2,303 +372%
BW
1617
Bison Wealth
Georgia
$1.28M +$190K +464 +19%
TTWM
1618
TCV Trust & Wealth Management
Virginia
$1.27M +$178K +436 +18%
BFA
1619
Beacon Financial Advisory
Ohio
$1.27M -$34.8K -85 -3%
BCA
1620
Bray Capital Advisors
Florida
$1.27M +$30.3K +74 +3%
RS
1621
Rakuten Securities
Japan
$1.27M +$1.19M +2,911 New
SSB
1622
Sandy Spring Bank
Maryland
$1.27M +$322K +787 +37%
NC
1623
Napatree Capital
Rhode Island
$1.27M +$1.19M +2,904 New
VFG
1624
Valley Financial Group
Pennsylvania
$1.26M +$1.18M +2,893 New
TA
1625
TKG Advisors
Indiana
$1.26M +$170K +415 +17%
63 64
65
66 67