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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1751
Melone Private Wealth
Michigan
$1.22M – – –
FWM
1752
Fairhaven Wealth Management
Illinois
$1.22M +$1.44K +3 +0.1%
IC
1753
Inscription Capital
Texas
$1.22M -$680K -1,413 -37%
CFA
1754
Cahill Financial Advisors
Minnesota
$1.22M +$77.5K +161 +7%
BWA
1755
BlueChip Wealth Advisors
Georgia
$1.21M +$4.81K +10 +0.4%
FTWA
1756
Fifth Third Wealth Advisors
Ohio
$1.21M +$630K +1,310 +119%
RC
1757
Rovin Capital
Arizona
$1.21M -$9.62K -20 -0.8%
BIA
1758
Benchmark Investment Advisors
Illinois
$1.2M – – –
TW
1759
Transform Wealth
Colorado
$1.2M +$322K +669 +39%
VAM
1760
Verity Asset Management
North Carolina
$1.2M +$583K +1,212 +102%
MHB
1761
Midwest Heritage Bank
Iowa
$1.2M – – –
AWC
1762
Adamsbrown Wealth Consultants
Kansas
$1.2M +$481 +1 +0%
OW
1763
Olistico Wealth
Oklahoma
$1.2M +$246K +511 +27%
TFM
1764
TFC Financial Management
Massachusetts
$1.2M -$59.7K -124 -5%
PWP
1765
Private Wealth Partners
California
$1.2M – – –
EBA
1766
Eagle Bay Advisors
New York
$1.19M – – –
SM
1767
Sensible Money
Arizona
$1.19M -$421K -875 -27%
SC
1768
Soundwatch Capital
Connecticut
$1.18M -$9.38M -19,502 -89%
RDWM
1769
Red Door Wealth Management
Tennessee
$1.18M -$56.8K -118 -5%
TAM
1770
Titleist Asset Management
Texas
$1.18M +$79.4K +165 +8%
SAMT
1771
Select Asset Management & Trust
Pennsylvania
$1.18M +$36.1K +75 +3%
HAM
1772
Harmony Asset Management
Arizona
$1.18M +$330K +686 +41%
CWA
1773
Clarity Wealth Advisors
California
$1.18M +$46.2K +96 +4%
MIG
1774
McGuire Investment Group
Rhode Island
$1.17M – – –
SCA
1775
Stokes Capital Advisors
South Carolina
$1.16M – – –
69 70
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