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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2226
Focused Wealth Management
New York
$2.12M +$37.3K +56 +2%
TFM
2227
TFC Financial Management
Massachusetts
$2.12M -$40.7K -61 -2%
AWMM
2228
Aegis Wealth Management (Maryland)
Maryland
$2.11M -$667 -1 -0%
EFN
2229
Equita Financial Network
Pennsylvania
$2.1M +$6K +9 +0.3%
TWA
2230
Trellis Wealth Advisors
California
$2.1M – – –
WTB
2231
Washington Trust Bank
Washington
$2.1M +$6.67K +10 +0.3%
MWM
2232
MOKAN Wealth Management
Kansas
$2.09M +$156K +234 +8%
CNBTD
2233
Citizens National Bank Trust Department
Mississippi
$2.09M – – –
BWM
2234
Blossom Wealth Management
California
$2.09M – – –
PCFFS
2235
Pacific Center for Financial Services
California
$2.08M +$78K +117 +4%
CSA
2236
Cottage Street Advisors
Massachusetts
$2.08M +$18.7K +28 +0.9%
FWM
2237
Foguth Wealth Management
Michigan
$2.07M -$128K -192 -6%
JFGLC
2238
Johnson Financial Group LLC (Colorado)
Colorado
$2.07M +$303K +454 +18%
WDG
2239
Wealth Dimensions Group
Ohio
$2.07M +$77.3K +116 +4%
CPA
2240
Capital Performance Advisors
California
$2.07M -$329K -493 -14%
TY
2241
Titiun Yejiel
$2.06M – – –
HPIA
2242
Hamilton Point Investment Advisors
North Carolina
$2.06M +$163K +244 +9%
B
2243
Bensler
Washington
$2.05M -$234K -351 -10%
RS
2244
Retirement Solution
Washington
$2.05M -$105K -157 -5%
DC
2245
Darrow Company
Massachusetts
$2.05M – – –
CWWM
2246
Curry Webb Wealth Management
Indiana
$2.04M -$48K -72 -2%
BF
2247
Bonfire Financial
Colorado
$2.04M +$17.3K +26 +0.9%
SHWM
2248
Smith & Howard Wealth Management
Georgia
$2.04M – – –
KWM
2249
KRM Wealth Management
Nevada
$2.04M +$23.3K +35 +1%
OAS
2250
Optivise Advisory Services
Tennessee
$2.04M +$88K +132 +5%
88 89
90
91 92