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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2226
Austin Wealth Management
Texas
$1.74M +$627K +1,009 +58%
AC
2227
AWM Capital
Arizona
$1.74M -$2.49K -4 -0.1%
B
2228
BetterWealth
California
$1.73M +$621 +1 +0%
FG
2229
Foster Group
Iowa
$1.73M +$108K +173 +7%
OAS
2230
Optivise Advisory Services
Tennessee
$1.73M +$201K +324 +13%
WJA
2231
Willis Johnson & Associates
Texas
$1.73M -$63.4K -102 -4%
SN
2232
Sittner & Nelson
Oregon
$1.73M -$133K -214 -7%
TFA
2233
Teamwork Financial Advisors
Texas
$1.72M -$92.6K -149 -5%
RTC
2234
Riverview Trust Company
Washington
$1.72M – – –
MCM
2235
Morton Capital Management
California
$1.71M -$75.2K -121 -4%
RAM
2236
Robinhood Asset Management
California
$1.71M +$1.7M +2,728 New
GI
2237
GAMMA Investing
California
$1.71M +$346K +557 +26%
FFA
2238
First Foundation Advisors
California
$1.7M +$231K +372 +16%
OWM
2239
OneAscent Wealth Management
Alabama
$1.7M -$37.3K -60 -2%
PAM
2240
PVG Asset Management
Colorado
$1.69M +$310K +499 +23%
1SB
2241
1ST Source Bank
Indiana
$1.69M -$13.7K -22 -0.8%
DT
2242
DV Trading
Illinois
$1.69M +$1.67M +2,692 New
BHIA
2243
Birch Hill Investment Advisors
Massachusetts
$1.69M +$421K +678 +34%
SFP
2244
Strategic Financial Partners
Oregon
$1.69M -$621 -1 -0%
HWA
2245
HHM Wealth Advisors
Tennessee
$1.68M +$5.59K +9 +0.3%
FFG
2246
Fiduciary Financial Group
California
$1.68M -$144K -232 -8%
BWM
2247
BlackDiamond Wealth Management
New York
$1.67M +$4.35K +7 +0.3%
SWAG
2248
Spectrum Wealth Advisory Group
California
$1.67M +$534K +860 +48%
LWM
2249
Level Wealth Management
North Carolina
$1.67M +$76.4K +123 +5%
SMG
2250
Smart Money Group
Texas
$1.67M +$513K +826 +45%
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90
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