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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1851
Badgley Phelps Wealth Managers
Washington
$2.22M +$43.6K +74 +2%
CTA
1852
Chesley Taft & Associates
Illinois
$2.22M +$84.3K +143 +4%
CWA
1853
Clarity Wealth Advisors
California
$2.22M +$49.5K +84 +2%
TAM
1854
TCP Asset Management
Ohio
$2.22M +$38.3K +65 +2%
RMAM
1855
Raab & Moskowitz Asset Management
New Jersey
$2.21M -$137K -233 -6%
WWM
1856
Wolff Wiese Magana
California
$2.21M +$295K +501 +16%
CWM
1857
Cherrydale Wealth Management
New Jersey
$2.21M +$6.48K +11 +0.3%
CIA
1858
Compass Ion Advisors
Pennsylvania
$2.21M +$203K +344 +11%
EW
1859
Enzi Wealth
Texas
$2.2M -$63.7K -108 -3%
KWM
1860
KMT Wealth Management
California
$2.19M +$345K +585 +20%
AW
1861
Alaethes Wealth
Nevada
$2.19M -$151K -257 -7%
GD
1862
Grandfield & Dodd
New York
$2.19M – – –
TPA
1863
Trivium Point Advisory
Connecticut
$2.19M +$79.6K +135 +4%
HIG
1864
Heritage Investment Group
Florida
$2.18M -$65.4K -111 -3%
LSA
1865
Lion Street Advisors
Texas
$2.17M -$5.99M -10,154 -66%
MKW
1866
Mullaney, Keating & Wright
Connecticut
$2.17M +$337K +571 +19%
FIM
1867
Freedom Investment Management
Connecticut
$2.17M -$527K -894 -20%
CT
1868
Clearstead Trust
Maine
$2.17M -$411K -697 -16%
WA
1869
WBH Advisory
Maryland
$2.16M +$7.07K +12 +0.3%
BFA
1870
Bragg Financial Advisors
North Carolina
$2.16M – – –
EWP
1871
Equity Wealth Partners
Missouri
$2.16M +$2.08M +3,530 New
MWP
1872
Meridian Wealth Partners
Pennsylvania
$2.15M +$54.8K +93 +3%
DPI
1873
Diversified Portfolios Inc
Michigan
$2.15M -$17.7K -30 -0.8%
TS
1874
Tamar Securities
California
$2.14M +$83.7K +142 +4%
GAM
1875
GEM Asset Management
Michigan
$2.14M +$848K +1,439 +71%
73 74
75
76 77