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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1676
Keebeck Wealth Management
Illinois
$4.89M +$2K +3 +0%
SGWM
1677
Sterling Group Wealth Management
California
$4.89M +$231K +347 +5%
SC
1678
Summa Corp
Texas
$4.88M +$128K +192 +3%
RWM
1679
Riverchase Wealth Management
Texas
$4.87M -$18.7K -28 -0.4%
SHJ
1680
Sharkey, Howes & Javer
Colorado
$4.87M +$48.7K +73 +1%
PIMG
1681
Patriot Investment Management Group
Tennessee
$4.86M -$63.3K -95 -1%
AWM
1682
Able Wealth Management
New Jersey
$4.85M -$359K -539 -7%
DFC
1683
DB Fitzpatrick & Co
Idaho
$4.84M +$197K +295 +4%
KCA
1684
Kastel Capital Advisors
Massachusetts
$4.84M -$342K -513 -6%
PPC
1685
Pennington Partners & Co
Maryland
$4.83M -$149K -223 -3%
LAM
1686
LOM Asset Management
$4.83M -$3.97M -5,962 -46%
GCA
1687
Gradient Capital Advisors
California
$4.82M -$5.33K -8 -0.1%
CHA
1688
Cooper/Haims Advisors
New York
$4.82M +$363K +544 +8%
RI
1689
Ridgewood Investments
New Jersey
$4.8M +$77.3K +116 +2%
P
1690
Pandowealth
Georgia
$4.77M +$2.59M +3,886 +4%
FOFP
1691
Fee-Only Financial Planning
South Carolina
$4.74M – – –
CWM
1692
ClientFirst Wealth Management
Arkansas
$4.74M -$12K -18 -0.3%
OIC
1693
Orion Investment Company
Missouri
$4.72M +$650K +975 +17%
PB
1694
Prime Buchholz
New Hampshire
$4.72M +$2.08M +3,117 +83%
CA
1695
CV Advisors
Florida
$4.69M +$667 +1 +0%
LCAM
1696
London & Capital Asset Management
United Kingdom
$4.68M -$708K -1,062 -13%
WDL
1697
Well Done LLC
Michigan
$4.67M -$129K -193 -3%
EL
1698
EWA LLC
Pennsylvania
$4.66M +$43.3K +65 +1%
ASG
1699
Advisory Solutions Group
Minnesota
$4.66M +$4.52M +6,785 New
DIP
1700
DT Investment Partners
Pennsylvania
$4.65M +$373K +560 +9%
66 67
68
69 70