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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1726
Welch & Forbes
Massachusetts
$1.51M – – –
LW
1727
Libra Wealth
California
$1.5M +$12.7K +25 +0.9%
BWCS
1728
Beirne Wealth Consulting Services
Connecticut
$1.5M +$4.58K +9 +0.3%
CFG
1729
Cooper Financial Group
California
$1.5M +$70.1K +138 +5%
FNBOMD
1730
First National Bank of Mount Dora
Florida
$1.49M +$803K +1,579 +126%
CIA
1731
Compass Ion Advisors
Pennsylvania
$1.49M -$379K -745 -21%
BWP
1732
Balboa Wealth Partners
Arizona
$1.49M +$276K +542 +24%
RRCM
1733
Rappaport Reiches Capital Management
Illinois
$1.49M +$3.56K +7 +0.2%
KA
1734
Kooman & Associates
Pennsylvania
$1.49M +$1.52K +3 +0.1%
FWS
1735
FinDec Wealth Services
California
$1.49M +$2.03K +4 +0.1%
PPWP
1736
Premier Path Wealth Partners
New Jersey
$1.48M +$2.54K +5 +0.2%
MCM
1737
MV Capital Management
Maryland
$1.48M -$7.12K -14 -0.5%
NP
1738
Nilsine Partners
Colorado
$1.48M -$323K -635 -19%
ZAM
1739
Zevin Asset Management
Massachusetts
$1.47M – – –
B
1740
Bensler
Washington
$1.47M -$129K -253 -8%
JWM
1741
JFG Wealth Management
Colorado
$1.47M +$969K +1,907 +218%
CCFCSB
1742
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M -$5.08K -10 -0.4%
SM
1743
Sensible Money
Arizona
$1.46M +$198K +390 +16%
GFG
1744
Greystone Financial Group
Michigan
$1.46M +$347K +682 +33%
RWA
1745
Redhawk Wealth Advisors
Minnesota
$1.45M +$151K +297 +12%
B
1746
BetterWealth
California
$1.45M – – –
W
1747
Wealthquest
Ohio
$1.45M -$41.2K -81 -3%
GWM
1748
GSB Wealth Management
Connecticut
$1.45M -$92.5K -182 -6%
FCA
1749
FinTrust Capital Advisors
South Carolina
$1.44M +$54.9K +108 +4%
NA
1750
Nottingham Advisors
New York
$1.44M +$67.6K +133 +5%
68 69
70
71 72