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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1801
Zullo Investment Group
Pennsylvania
$2.44M – – –
DE
1802
Diversified Enterprises
Delaware
$2.44M +$51.9K +88 +2%
MWM
1803
Mascoma Wealth Management
New Hampshire
$2.43M -$5.3K -9 -0.2%
NWM
1804
Nova Wealth Management
Florida
$2.42M -$42.4K -72 -2%
PWP
1805
Pursue Wealth Partners
California
$2.42M -$187K -317 -7%
CP
1806
Castleview Partners
Texas
$2.42M +$1.3M +2,208 +127%
CM
1807
Cercano Management
Washington
$2.41M – – –
CCB
1808
Country Club Bank
Missouri
$2.41M -$74.3K -126 -3%
CFS
1809
Cannon Financial Strategists
Georgia
$2.4M +$18.9K +32 +0.8%
SFPG
1810
Stonebridge Financial Planning Group
Florida
$2.4M +$594K +1,007 +35%
PCG
1811
Prosperity Consulting Group
Maryland
$2.38M +$1.21M +2,054 +112%
HIA
1812
HTG Investment Advisors
Connecticut
$2.38M – – –
UW
1813
Unique Wealth
Florida
$2.38M -$354K -601 -13%
TAM
1814
Tocqueville Asset Management
New York
$2.38M +$4.13K +7 +0.2%
FFO
1815
Fiduciary Family Office
Florida
$2.37M -$838K -1,421 -27%
GOCP
1816
Great Oak Capital Partners
Massachusetts
$2.36M -$56K -95 -2%
DWM
1817
Drive Wealth Management
Utah
$2.36M +$38.9K +66 +2%
ECA
1818
Elevated Capital Advisors
Utah
$2.36M -$310K -526 -12%
PBK
1819
Peoples Bank (Kansas)
Kansas
$2.35M +$11.8K +20 +0.5%
FSBI
1820
Fearless Solutions (Best Invest)
Texas
$2.34M +$21.8K +37 +1%
APP
1821
Avantax Planning Partners
Iowa
$2.34M +$68.4K +116 +3%
SIM
1822
Sims Investment Management
Ohio
$2.33M +$59.5K +101 +3%
AWM
1823
Aries Wealth Management
Maine
$2.33M +$58.9K +100 +3%
HWMO
1824
Heritage Wealth Management (Ohio)
Ohio
$2.33M -$173K -294 -7%
OAM
1825
Occidental Asset Management
California
$2.33M +$494K +838 +28%
71 72
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