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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
2076
Patton Albertson Miller Group
Tennessee
$787K +$242K +477 +47%
CP
2077
Creekside Partners
California
$787K -$82.9K -163 -10%
RWM
2078
Revisor Wealth Management
Ohio
$787K -$5.59K -11 -0.7%
MLL
2079
Moody Lynn & Lieberson
Massachusetts
$784K -$5.08K -10 -0.7%
VHAM
2080
Van Hulzen Asset Management
California
$781K +$111K +219 +17%
BWM
2081
Buska Wealth Management
Wisconsin
$780K -$23.9K -47 -3%
KIM
2082
Kestra Investment Management
Texas
$780K +$751K +1,478 New
IWS
2083
Integrity Wealth Solutions
Colorado
$778K +$11.2K +22 +2%
HWMC
2084
Heritage Wealth Management (California)
California
$778K +$289K +569 +63%
PBC
2085
Pavion Blue Capital
California
$776K – – –
DPW
2086
DiNuzzo Private Wealth
Pennsylvania
$775K – – –
CP
2087
Cumberland Partners
Ontario, Canada
$772K – – –
FWM
2088
Fingerlakes Wealth Management
New York
$772K +$17.3K +34 +2%
GLA
2089
Great Lakes Advisors
Illinois
$768K -$17.3K -34 -2%
CAM
2090
Congress Asset Management
Massachusetts
$767K -$22.9K -45 -3%
SAM
2091
Summit Asset Management
Tennessee
$767K – – –
CT
2092
Colonial Trust
South Carolina
$765K +$316K +621 +75%
WA
2093
Wealth Alliance
New York
$764K +$4.58K +9 +0.6%
TCPG
2094
Trivant Custom Portfolio Group
California
$764K – – –
TS
2095
Tamar Securities
California
$762K +$233K +458 +46%
BFG
2096
Bouchey Financial Group
New York
$759K +$98.6K +194 +16%
CAG
2097
Curtis Advisory Group
California
$759K +$138K +271 +23%
GAM
2098
Griffin Asset Management
New York
$758K +$12.2K +24 +2%
WFL
2099
Wealth Forward LLC
North Dakota
$758K – – –
TWM
2100
Triton Wealth Management
Arizona
$756K -$7.12K -14 -1%
82 83
84
85 86