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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2201
Focused Wealth Management
New York
$1.81M +$886K +1,417 +88%
MWA
2202
Martel Wealth Advisors
Washington
$1.81M -$53.8K -86 -3%
CCW
2203
Coastline Complete Wealth
South Carolina
$1.81M +$1.89M +3,022 New
LW
2204
Libra Wealth
California
$1.8M -$34.4K -55 -2%
FTC
2205
Farmers Trust Company
Ohio
$1.8M +$657K +1,051 +54%
SA
2206
Sunesis Advisors
Kansas
$1.8M -$8.76K -14 -0.5%
TY
2207
Titiun Yejiel
$1.79M – – –
CSA
2208
Cottage Street Advisors
Massachusetts
$1.79M +$72.5K +116 +4%
CC
2209
Clearwave Capital
California
$1.79M -$625 -1 -0%
BWA
2210
Bestgate Wealth Advisors
Maryland
$1.79M +$1.24M +1,986 +198%
TCM
2211
Tradewinds Capital Management
Washington
$1.78M +$56.9K +91 +3%
SHWM
2212
Smith & Howard Wealth Management
Georgia
$1.78M -$9.38K -15 -0.5%
CWM
2213
Chemistry Wealth Management
New York
$1.78M +$250K +399 +16%
LWA
2214
LifeGoal Wealth Advisors
New York
$1.77M -$4.38K -7 -0.2%
B
2215
BetterWealth
California
$1.77M +$127K +203 +7%
ONSWM
2216
Old North State Wealth Management
North Carolina
$1.77M +$5.63K +9 +0.3%
CC
2217
Cornerstone Capital
California
$1.77M +$58.2K +93 +3%
DWP
2218
Destiny Wealth Partners
Florida
$1.77M -$106K -169 -5%
BF
2219
Bonfire Financial
Colorado
$1.76M +$5.63K +9 +0.3%
IIL
2220
Insight Inv LLC
California
$1.76M +$47.5K +76 +3%
HKAM
2221
Horizon Kinetics Asset Management
New York
$1.76M – – –
AWP
2222
Ascent Wealth Partners
New York
$1.76M -$222K -355 -11%
KWM
2223
KRM Wealth Management
Nevada
$1.76M +$21.9K +35 +1%
AWS
2224
Arkfeld Wealth Strategies
Nebraska
$1.75M -$39.4K -63 -2%
VFIC
2225
Valley Forge Investment Consultants
Pennsylvania
$1.75M +$5.63K +9 +0.3%
87 88
89
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