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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2126
Hanson & Doremus Investment Management
Vermont
$2.38M -$1.33K -2 -0.1%
KJWM
2127
Kiley Juergens Wealth Management
Washington
$2.38M +$143K +215 +7%
CCM
2128
Cutler Capital Management
Massachusetts
$2.38M +$190K +285 +9%
TF
2129
TLWM Financial
Texas
$2.38M +$166K +249 +8%
JWM
2130
Jackson Wealth Management
Florida
$2.37M -$40.7M -61,076 -95%
PJC
2131
Phillip James Consulting
Minnesota
$2.37M +$3.77M +5,659 New
FIM
2132
Freedom Investment Management
Connecticut
$2.36M -$48.7K -73 -2%
MJRIC
2133
Mogy Joel R Investment Counsel
California
$2.36M +$111K +167 +5%
PP
2134
Patron Partners
Texas
$2.36M -$1.33K -2 -0.1%
HSG
2135
Helen Stephens Group
Texas
$2.36M -$16.7K -25 -0.7%
PSP
2136
Principal Street Partners
Tennessee
$2.36M +$6.67K +10 +0.3%
AWMS
2137
Advocacy Wealth Management Services
Georgia
$2.36M -$151K -227 -6%
MIFH
2138
Migdal Insurance & Financial Holdings
Israel
$2.35M -$8.14M -12,213 -78%
BWA
2139
Bestgate Wealth Advisors
Maryland
$2.35M +$288K +432 +14%
GWA
2140
Geometric Wealth Advisors
District of Columbia
$2.35M -$27.3K -41 -1%
RMAM
2141
Raab & Moskowitz Asset Management
New Jersey
$2.35M -$5.33K -8 -0.2%
FSBI
2142
Fearless Solutions (Best Invest)
Texas
$2.34M -$224K -336 -9%
CWWM
2143
Clear Wave Wealth Management
New Jersey
$2.34M -$132K -198 -5%
IWC
2144
Infinity Wealth Counsel
Ohio
$2.34M – – –
GI
2145
Gradient Investments
Minnesota
$2.33M +$165K +248 +8%
EAN
2146
Excelsior Advisor Network
Colorado
$2.33M +$1.83M +2,743 +421%
SWA
2147
Strategic Wealth Advisors
Arizona
$2.33M -$385K -577 -13%
SWA
2148
Strategies Wealth Advisors
Michigan
$2.33M +$8.67K +13 +0.4%
PPW
2149
Parcion Private Wealth
Washington
$2.33M +$78K +117 +4%
CWM
2150
Chemistry Wealth Management
New York
$2.32M +$273K +409 +14%
84 85
86
87 88