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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2301
Jessup Wealth Management
Ohio
$1.02M -$14.2K -27 -1%
PWM
2302
Power Wealth Management
Georgia
$1.01M -$87.8K -167 -9%
T
2303
Tidemark
California
$1.01M +$20K +38 +2%
AWM
2304
Austin Wealth Management
Texas
$1.01M -$911K -1,734 -50%
NMG
2305
New Millennium Group
Utah
$1.01M -$23.6K -45 -2%
OC
2306
Optima Capital
Oregon
$1.01M +$26.8K +51 +3%
GWMIA
2307
Global Wealth Management Investment Advisory
Florida
$1.01M +$930K +1,770 New
TCPW
2308
Twin City Private Wealth
North Carolina
$999K +$13.1K +25 +1%
RCG
2309
Regatta Capital Group
California
$997K +$923K +1,756 New
BC
2310
Barrett & Company
Rhode Island
$993K – – –
SIC
2311
Sage Investment Counsel
Tennessee
$991K +$63.1K +120 +7%
FFL
2312
Financial Freedom LLC
Ohio
$990K – – –
CP
2313
Castleview Partners
Texas
$989K -$432K -822 -32%
SFM
2314
Signet Financial Management
New Jersey
$989K +$47.3K +90 +5%
RIP
2315
RAM Investment Partners
Washington
$987K +$366K +697 +67%
OFO
2316
OneAscent Family Office
Alabama
$987K +$212K +403 +30%
GLLW
2317
Graves Light Lenhart Wealth
Virginia
$986K +$20.5K +39 +2%
MCCP
2318
Mission Creek Capital Partners
California
$986K -$25.2K -48 -3%
WCM
2319
WealthBridge Capital Management
Ohio
$986K -$21K -40 -2%
CWG
2320
Crown Wealth Group
North Carolina
$983K +$534K +1,017 +142%
AWM
2321
Atticus Wealth Management
Florida
$982K +$434K +826 +91%
MCM
2322
McRae Capital Management
New Jersey
$978K – – –
CWM
2323
Chesapeake Wealth Management
Virginia
$976K – – –
CCP
2324
Carmel Capital Partners
California
$975K +$682K +1,298 +311%
CAM
2325
Congress Asset Management
Massachusetts
$972K – – –
91 92
93
94 95