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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
1776
Pavion Blue Capital
California
$614K +$126K +307 +24%
BFM
1777
Boston Financial Management
Massachusetts
$612K – – –
FNWM
1778
Financial Network Wealth Management
Utah
$611K +$19.2K +47 +3%
AA
1779
Ashford Advisors
New York
$609K +$340K +832 +116%
SXL
1780
Summit X LLC
Missouri
$608K +$633K +1,548 New
CD
1781
Chapin Davis
Maryland
$608K +$173K +424 +38%
WJA
1782
Willis Johnson & Associates
Texas
$607K +$94.9K +232 +18%
CIA
1783
Covington Investment Advisors
Pennsylvania
$607K – – –
BAWC
1784
Boyce & Associates Wealth Consulting
Texas
$607K – – –
OW
1785
Olistico Wealth
Oklahoma
$604K +$2.04K +5 +0.3%
SSW
1786
Stone Summit Wealth
Florida
$604K +$308K +754 +96%
DCM
1787
Dimension Capital Management
Florida
$602K -$13.1K -32 -2%
FWSM
1788
First Wilshire Securities Management
California
$602K – – –
LB
1789
Legacy Bridge
Iowa
$600K – – –
PFA
1790
Pathway Financial Advisors
Vermont
$599K – – –
PWAG
1791
Polaris Wealth Advisory Group
California
$599K +$61.3K +150 +11%
JWBC
1792
J.W. Burns & Co
New York
$597K -$117K -287 -16%
TW
1793
Transform Wealth
Colorado
$595K +$5.32K +13 +0.9%
WDG
1794
Wealth Dimensions Group
Ohio
$595K +$409 +1 +0.1%
CFO
1795
Custos Family Office
Texas
$594K -$1.53M -3,733 -71%
FMN
1796
Financial Management Network
California
$588K -$51.1K -125 -8%
HCM
1797
Hall Capital Management
Rhode Island
$587K – – –
THL
1798
Tillman Hartley LLC
Colorado
$586K – – –
AFP
1799
Alpha Financial Partners
Kentucky
$585K -$409 -1 -0.1%
BHWM
1800
Bar Harbor Wealth Management
New Hampshire
$585K -$26.6K -65 -4%
70 71
72
73 74