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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
2326
Manhattan West Asset Management
California
$507K -$70.1K -138 -13%
PP
2327
PrairieView Partners
Minnesota
$507K +$10.2K +20 +2%
HWA
2328
Heartwood Wealth Advisors
Virginia
$505K – – –
CIC
2329
Chilton Investment Company
Connecticut
$504K – – –
UWPG
2330
Ullmann Wealth Partners Group
Florida
$502K +$484K +952 New
AWP
2331
Accretive Wealth Partners
New Jersey
$502K -$271K -534 -36%
SWIG
2332
Strategic Wealth Investment Group
Kentucky
$500K +$40.2K +79 +9%
DTC
2333
Davidson Trust Company
Washington
$500K -$28.5K -56 -6%
KFI
2334
Key Financial Inc
Pennsylvania
$497K – – –
CWM
2335
Cranbrook Wealth Management
Michigan
$497K – – –
AWM
2336
Atticus Wealth Management
Florida
$495K +$508 +1 +0.1%
SWM
2337
Sterling Wealth Management
Illinois
$494K +$1.02K +2 +0.2%
CIA
2338
Cape Investment Advisory
Georgia
$491K +$86.4K +170 +22%
LNB
2339
Ledyard National Bank
$491K -$23.9K -47 -5%
PG
2340
Patten Group
Tennessee
$491K +$25.9K +51 +6%
KWM
2341
Kolinsky Wealth Management
New Jersey
$489K +$52.9K +104 +13%
SIAS
2342
Summit Investment Advisory Services
Minnesota
$489K +$30K +59 +7%
PCMF
2343
Private Capital Management (Florida)
Florida
$488K -$10.2K -20 -2%
EIA
2344
Eldridge Investment Advisors
New Hampshire
$488K – – –
LFP
2345
Leeward Financial Partners
Washington
$487K +$470K +924 New
NCM
2346
Nelson Capital Management
California
$487K +$176K +346 +60%
APWA
2347
Atlas Private Wealth Advisors
New Jersey
$485K +$2.03K +4 +0.4%
GWM
2348
GDS Wealth Management
Texas
$485K +$26.9K +53 +6%
DSN
2349
D. Scott Neal
Kentucky
$485K – – –
TA
2350
TKG Advisors
Indiana
$485K -$863K -1,698 -65%
92 93
94
95 96