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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2176
Partners Wealth Management
California
$1.34M -$236K -400 -15%
FCIM
2177
Fairview Capital Investment Management
California
$1.34M +$89K +151 +7%
AWA
2178
Acorn Wealth Advisors
Michigan
$1.33M +$228K +386 +22%
RA
2179
Rockingstone Advisors
Massachusetts
$1.33M -$147K -250 -10%
GI
2180
GAMMA Investing
California
$1.33M +$97.3K +165 +8%
PIA
2181
Petredis Investment Advisors
Pennsylvania
$1.33M – – –
OPWM
2182
Oakwell Private Wealth Management
Texas
$1.33M +$49.5K +84 +4%
MPW
2183
Melone Private Wealth
Michigan
$1.32M -$8.84K -15 -0.7%
DCM
2184
Dimension Capital Management
Florida
$1.32M -$177K -301 -12%
SGI
2185
Summit Global Investments
Utah
$1.32M -$3.46M -5,873 -73%
FGA
2186
Fortis Group Advisors
New Jersey
$1.32M +$192K +326 +18%
CCM
2187
Cutler Capital Management
Massachusetts
$1.32M +$367K +623 +41%
AWM
2188
Ameliora Wealth Management
Switzerland
$1.32M +$70.7K +120 +6%
PPA
2189
Painted Porch Advisors
California
$1.32M +$743K +1,260 +142%
CA
2190
Cresta Advisors
Texas
$1.31M -$26.5K -45 -2%
OFO
2191
OneAscent Family Office
Alabama
$1.31M +$236K +401 +23%
FNB
2192
Farmers National Bank
Kentucky
$1.31M -$5.89K -10 -0.5%
TCA
2193
Trifecta Capital Advisors
Illinois
$1.31M +$88.4K +150 +8%
NHT
2194
New Hampshire Trust
New Hampshire
$1.3M -$10.6K -18 -0.8%
HFA
2195
Hershey Financial Advisers
Pennsylvania
$1.3M -$24.8K -42 -2%
BA
2196
Bridgewater Associates
Connecticut
$1.3M +$1.25M +2,121 New
VIP
2197
Vista Investment Partners
Oklahoma
$1.3M +$2.95K +5 +0.2%
HPC
2198
HM Payson & Co
Maine
$1.3M +$70.7K +120 +6%
SFG
2199
Snider Financial Group
Washington
$1.29M -$143K -242 -10%
HIGP
2200
Hill Investment Group Partners
Missouri
$1.29M -$40.7K -69 -3%
86 87
88
89 90