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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2101
WealthPlan Investment Management
Nebraska
$1.5M +$147K +250 +11%
SWA
2102
Sightline Wealth Advisors
Connecticut
$1.5M +$1.77K +3 +0.1%
BIA
2103
Benchmark Investment Advisors
Illinois
$1.5M +$1.44M +2,446 New
GSIAS
2104
Garden State Investment Advisory Services
New Jersey
$1.5M -$7.66K -13 -0.5%
UWS
2105
Unique Wealth Strategies
Illinois
$1.49M +$942K +1,598 +190%
OAS
2106
Optivise Advisory Services
Tennessee
$1.49M -$787K -1,335 -35%
HG
2107
Herbst Group
Connecticut
$1.49M +$7.66K +13 +0.5%
SPFA
2108
Summit Place Financial Advisors
New Jersey
$1.49M -$34.2K -58 -2%
FWP
2109
Forefront Wealth Partners
Texas
$1.49M +$462K +784 +48%
AW
2110
Alteri Wealth
California
$1.48M +$182K +308 +15%
CPW
2111
Catalyst Private Wealth
California
$1.48M +$73.1K +124 +5%
LL
2112
LPWM LLC
Minnesota
$1.47M – – –
CAWM
2113
Capital Advisors Wealth Management
Washington
$1.47M +$987K +1,674 +228%
CS
2114
Capital Square
Tennessee
$1.47M +$114K +193 +9%
PD
2115
Planning Directions
Pennsylvania
$1.47M +$4.13K +7 +0.3%
KG
2116
Kieckhefer Group
Wisconsin
$1.47M +$149K +252 +12%
CCFCSB
2117
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M – – –
VFG
2118
V2 Financial group
Illinois
$1.46M +$1.18K +2 +0.1%
ACA
2119
Anchor Capital Advisors
Massachusetts
$1.46M +$456K +774 +48%
BZWA
2120
Blue Zone Wealth Advisors
California
$1.46M +$1.09M +1,846 +344%
WAM
2121
Walker Asset Management
Missouri
$1.46M +$146K +247 +12%
CSA
2122
Cottage Street Advisors
Massachusetts
$1.46M +$780K +1,324 +126%
VAM
2123
Verity Asset Management
North Carolina
$1.45M +$760K +1,289 +119%
MWM
2124
MOKAN Wealth Management
Kansas
$1.45M +$136K +230 +11%
FMTC
2125
Farmers & Merchants Trust Company
California
$1.45M – – –
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