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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1851
TrinityPoint Wealth
Connecticut
$411K +$80.7K +220 +25%
AWM
1852
Aprio Wealth Management
Georgia
$411K -$33.4K -91 -8%
CC
1853
Commons Capital
Massachusetts
$410K +$367 +1 +0.1%
EWM
1854
Executive Wealth Management
Michigan
$410K +$62.3K +170 +18%
DSN
1855
D. Scott Neal
Kentucky
$409K – – –
MCCP
1856
Mission Creek Capital Partners
California
$408K -$91.7K -250 -19%
SS
1857
Sunbelt Securities
Texas
$407K -$9.9K -27 -2%
BAM
1858
Bayshore Asset Management
Florida
$407K – – –
OCM
1859
Osterweis Capital Management
California
$405K – – –
PWMG
1860
Prestige Wealth Management Group
New Jersey
$405K -$487K -1,327 -55%
TCWM
1861
Total Clarity Wealth Management
Illinois
$404K -$11.4K -31 -3%
BP
1862
Broadleaf Partners
Ohio
$402K +$392K +1,070 New
SPC
1863
Stewart & Patten Company
California
$398K +$388K +1,058 New
SIAS
1864
Summit Investment Advisory Services
Minnesota
$398K +$1.1K +3 +0.3%
AIA
1865
Armor Investment Advisors
North Carolina
$398K – – –
HCMT
1866
Highland Capital Management (Tennessee)
Tennessee
$397K – – –
WPC
1867
White Pine Capital
Minnesota
$395K – – –
PWA
1868
Primoris Wealth Advisors
Florida
$395K -$51.7K -141 -12%
BAM
1869
Berkshire Asset Management
Pennsylvania
$394K +$10.6K +29 +3%
AT
1870
Arden Trust
Delaware
$393K -$4.56M -12,440 -92%
BFG
1871
Bouchey Financial Group
New York
$393K +$15.8K +43 +4%
BFWA
1872
Benchmark Financial Wealth Advisors
Florida
$392K +$1.1K +3 +0.3%
AWM
1873
Aspire Wealth Management
Massachusetts
$392K – – –
TFP
1874
Tilia Fiduciary Partners
North Carolina
$392K +$1.47K +4 +0.4%
GCM
1875
Gables Capital Management
Florida
$391K – – –
73 74
75
76 77