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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
1726
Highland Capital Management (Tennessee)
Tennessee
$3.6M -$55K -88 -1%
AWM
1727
Accurate Wealth Management
Florida
$3.59M -$1.25K -2 -0%
JF
1728
JMN Financial
Ohio
$3.59M +$470K +751 +14%
DWM
1729
DecisionMap Wealth Management
Virginia
$3.59M -$171K -273 -4%
MWA
1730
Medallion Wealth Advisors
Connecticut
$3.56M +$138K +220 +4%
GIA
1731
GHP Investment Advisors
Colorado
$3.54M +$52.5K +84 +1%
CHWM
1732
Cauble & Harre Wealth Management
Missouri
$3.54M +$129K +207 +4%
OIC
1733
Orion Investment Company
Missouri
$3.52M +$34.4K +55 +0.9%
BC
1734
Bakala Capital
South Carolina
$3.52M +$11.9K +19 +0.3%
LIWM
1735
Long Island Wealth Management
New York
$3.51M +$56.9K +91 +2%
5NPW
1736
55 North Private Wealth
Florida
$3.51M +$1.9M +3,043 +108%
SFWA
1737
Summit Financial Wealth Advisors
Louisiana
$3.5M +$232K +371 +7%
SC
1738
Sawyer & Company
Massachusetts
$3.5M -$73.2K -117 -2%
VWM
1739
Vermillion Wealth Management
Minnesota
$3.49M -$86.9K -139 -2%
CWM
1740
Consultiva Wealth Management
Puerto Rico
$3.49M – – –
TWM
1741
Triton Wealth Management
Arizona
$3.49M +$362K +579 +11%
PWP
1742
Principle Wealth Partners
Connecticut
$3.49M -$11.9K -19 -0.3%
SWM
1743
Segment Wealth Management
Texas
$3.49M +$34.4K +55 +1%
FIB
1744
First Interstate Bank
Montana
$3.48M -$74.4K -119 -2%
IIC
1745
Ironwood Investment Counsel
Arizona
$3.48M -$243K -389 -6%
CPG
1746
Cornerstone Planning Group
New Jersey
$3.48M -$123K -197 -4%
PIA
1747
Perennial Investment Advisors
California
$3.48M +$205K +328 +6%
CAAS
1748
Capital Asset Advisory Services
Michigan
$3.48M +$750K +1,199 +29%
SG
1749
Sankala Group
Colorado
$3.47M +$46.9K +75 +1%
NWMG
1750
National Wealth Management Group
Ohio
$3.46M +$555K +888 +18%
68 69
70
71 72