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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1626
Prentice Wealth Management
New York
$170K +$384 +1 +0.2%
FGAM
1627
Financial Gravity Asset Management
Texas
$168K +$8.45K +22 +5%
WC
1628
Westwind Capital
New Mexico
$164K -$27.3K -71 -15%
IPW
1629
IronBridge Private Wealth
Texas
$163K +$154K +400 +2,667%
WFO
1630
Wealthgate Family Office
Colorado
$161K – – –
CAL
1631
Capital Analysts LLC
Pennsylvania
$158K -$35.3K -92 -19%
WFA
1632
Wells Financial Advisors
Massachusetts
$157K – – –
CAL
1633
Capital Advisors Ltd
Ohio
$153K +$24.6K +64 +20%
HWMA
1634
Heritage Wealth Management (Arizona)
Arizona
$146K +$32.6K +85 +30%
GI
1635
Gradient Investments
Minnesota
$144K -$95.6K -249 -40%
TLFA
1636
True Link Financial Advisors
California
$140K – – –
BCP
1637
Blue Chip Partners
Michigan
$138K – – –
RPCA
1638
Running Point Capital Advisors
California
$134K – – –
WWMSC
1639
Wagner Wealth Management (South Carolina)
South Carolina
$131K +$128K +334 New
MPWT
1640
MassMutual Private Wealth & Trust
Connecticut
$130K -$2.3K -6 -2%
LDFR
1641
Lehman & Derafelo Financial Resources
Pennsylvania
$126K – – –
KFI
1642
Key Financial Inc
Pennsylvania
$126K +$25K +65 +26%
CDIA
1643
Capital Directions Investment Advisors
Georgia
$124K +$121K +316 New
PP
1644
Pacifica Partners
Canada
$123K – – –
SNT
1645
Security National Trust
West Virginia
$120K -$9.6K -25 -8%
BAM
1646
Bellevue Asset Management
Washington
$120K +$36.5K +95 +45%
FWM
1647
Focused Wealth Management
New York
$118K +$8.83K +23 +8%
HS
1648
Horan Securities
United States
$115K +$38.4K +100 +52%
FCB
1649
First Command Bank
Texas
$114K – – –
FCFS
1650
First Command Financial Services
Texas
$114K – – –
64 65
66
67 68