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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2326
Paulson Wealth Management
Illinois
$800K -$237K -437 -23%
MSR
2327
Main Street Research
Connecticut
$793K +$273K +504 +52%
JWM
2328
Jessup Wealth Management
Ohio
$793K +$136K +251 +21%
FWM
2329
Fingerlakes Wealth Management
New York
$792K +$3.79K +7 +0.5%
DPW
2330
DiNuzzo Private Wealth
Pennsylvania
$791K – – –
FPW
2331
Flywheel Private Wealth
California
$789K +$793K +1,464 New
CP
2332
Cumberland Partners
Ontario, Canada
$788K – – –
PBC
2333
Pavion Blue Capital
California
$782K -$10.8K -20 -1%
CT
2334
Colonial Trust
South Carolina
$780K -$1.08K -2 -0.1%
TCPG
2335
Trivant Custom Portfolio Group
California
$780K – – –
BFG
2336
Bouchey Financial Group
New York
$779K +$4.33K +8 +0.6%
CA
2337
CGN Advisors
Kansas
$779K -$408K -753 -34%
ACM
2338
Alpha Capital Management
Texas
$778K -$38.5K -71 -5%
WA
2339
Wealth Alliance
New York
$778K -$2.71K -5 -0.3%
RWM
2340
Refined Wealth Management
Utah
$778K +$10.8K +20 +1%
BAM
2341
Berkshire Asset Management
Pennsylvania
$777K -$39.5K -73 -5%
WFL
2342
Wealth Forward LLC
North Dakota
$774K – – –
RI
2343
Rinkey Investments
California
$773K +$34.1K +63 +5%
RAS
2344
RPS Advisory Solutions
Kentucky
$773K +$151K +278 +24%
PHWM
2345
Pine Harbor Wealth Management
Maryland
$771K +$6.5K +12 +0.8%
AWA
2346
Acorn Wealth Advisors
Michigan
$771K -$167K -308 -18%
ASW
2347
Astoria Strategic Wealth
Texas
$770K – – –
AWC
2348
Abundance Wealth Counselors
Pennsylvania
$770K – – –
TW
2349
TrinityPoint Wealth
Connecticut
$768K +$114K +211 +17%
APWM
2350
Anchor Pointe Wealth Management
Missouri
$767K +$768K +1,417 New
92 93
94
95 96