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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1676
Paulson Wealth Management
Illinois
$1.42M -$1.93K -4 -0.1%
BWCS
1677
Beirne Wealth Consulting Services
Connecticut
$1.42M – – –
MCM
1678
MV Capital Management
Maryland
$1.41M – – –
LW
1679
Libra Wealth
California
$1.41M – – –
GAM
1680
GEM Asset Management
Michigan
$1.41M +$12K +25 +0.9%
KA
1681
Kooman & Associates
Pennsylvania
$1.41M -$11.1K -23 -0.8%
RRCM
1682
Rappaport Reiches Capital Management
Illinois
$1.41M -$17.8K -37 -1%
FWS
1683
FinDec Wealth Services
California
$1.41M -$85.7K -178 -6%
PPWP
1684
Premier Path Wealth Partners
New Jersey
$1.4M +$1.35M +2,808 New
JWA
1685
JFS Wealth Advisors
Pennsylvania
$1.4M +$191K +397 +17%
ZAM
1686
Zevin Asset Management
Massachusetts
$1.4M – – –
CCFCSB
1687
Cape Cod Five Cents Savings Bank
Massachusetts
$1.39M -$44.8K -93 -3%
CWS
1688
Confluence Wealth Services
Pennsylvania
$1.39M +$15.4K +32 +1%
CFP
1689
Curran Financial Partners
South Carolina
$1.39M -$127K -264 -9%
SWA
1690
Sightline Wealth Advisors
Connecticut
$1.38M +$5.77K +12 +0.4%
PCM
1691
Princeton Capital Management
New Jersey
$1.38M -$41.9K -87 -3%
B
1692
BetterWealth
California
$1.38M – – –
CWM
1693
Chemistry Wealth Management
New York
$1.37M +$221K +460 +20%
IF
1694
Intrua Financial
Texas
$1.37M +$38.5K +80 +3%
I
1695
IMPACTfolio
Colorado
$1.36M – – –
ZB
1696
Zions Bancorporation
Utah
$1.36M -$4.33K -9 -0.3%
BMO
1697
Beck Mack & Oliver
New York
$1.35M – – –
CFG
1698
Cooper Financial Group
California
$1.35M +$371K +772 +40%
HPC
1699
HM Payson & Co
Maine
$1.34M -$102K -213 -7%
AUB
1700
Atlantic Union Bankshares
Virginia
$1.34M +$986K +2,049 +328%
66 67
68
69 70