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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMI
2051
Aegis Wealth Management (Iowa)
Iowa
$2.21M +$2.19M +3,531 New
PWP
2052
Parkwoods Wealth Partners
New York
$2.21M +$514K +827 +31%
NCM
2053
Neumann Capital Management
California
$2.21M +$653K +1,050 +43%
PP
2054
Patron Partners
Texas
$2.21M +$478K +769 +28%
HEM
2055
Henson-Edgewater Management
Ohio
$2.2M +$2.18M +3,507 New
FIM
2056
Freedom Investment Management
Connecticut
$2.2M -$23.6K -38 -1%
KIM
2057
Kane Investment Management
California
$2.19M +$133K +214 +7%
JWM
2058
Jupiter Wealth Management
Colorado
$2.19M +$267K +429 +14%
WA
2059
WBH Advisory
Maryland
$2.18M -$32.9K -53 -1%
CCM
2060
Chilton Capital Management
Texas
$2.18M +$268K +432 +14%
B
2061
Bensler
Washington
$2.18M -$7.46K -12 -0.3%
DCA
2062
DB&C Advisors
Michigan
$2.18M +$2.16M +3,473 New
EPIME
2063
Evelyn Partners Investment Management (Europe)
$2.17M – – –
FWP
2064
Falcon Wealth Planning
California
$2.17M +$49.1K +79 +2%
JPLA
2065
Joseph P. Lucia & Associates
New York
$2.17M +$1.24M +2,002 +138%
HDIM
2066
Hanson & Doremus Investment Management
Vermont
$2.17M +$6.84K +11 +0.3%
MPWS
2067
McCarter Private Wealth Services
Massachusetts
$2.17M +$84.5K +136 +4%
PA
2068
Procyon Advisors
Connecticut
$2.16M +$163K +262 +8%
AFA
2069
Amicus Financial Advisors
Texas
$2.15M +$2.13M +3,429 New
GD
2070
Grandfield & Dodd
New York
$2.15M -$92K -148 -4%
PSP
2071
Principal Street Partners
Tennessee
$2.14M +$11.8K +19 +0.6%
IWC
2072
Infinity Wealth Counsel
Ohio
$2.13M – – –
GRWP
2073
Green Ridge Wealth Planning
New Jersey
$2.13M +$2.11M +3,392 New
LWM
2074
LJI Wealth Management
Indiana
$2.13M +$312K +502 +17%
ECA
2075
Elevated Capital Advisors
Utah
$2.13M -$288K -464 -12%
81 82
83
84 85