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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2401
Sightline Wealth Advisors
Connecticut
$1.63M -$38.7K -58 -2%
CSI
2402
Cross Staff Investments
New York
$1.63M +$33.3K +50 +2%
BWP
2403
Bernardo Wealth Planning
Pennsylvania
$1.63M +$67.3K +101 +4%
BIG
2404
Brookwood Investment Group
Arizona
$1.63M +$46K +69 +3%
CFA
2405
Cahill Financial Advisors
Minnesota
$1.62M -$50K -75 -3%
CRW
2406
Clarity Retirement & Wealth
Massachusetts
$1.62M -$109K -164 -6%
UAS
2407
United Asset Strategies
New York
$1.62M +$903K +1,354 +136%
IAMOG
2408
Investors Asset Management of Georgia
Georgia
$1.61M -$26.7K -40 -2%
CS
2409
Capital Square
Tennessee
$1.61M -$19.3K -29 -1%
BAM
2410
Berkshire Asset Management
Pennsylvania
$1.6M +$80K +120 +5%
OWM
2411
OneAscent Wealth Management
Alabama
$1.6M -$80.7K -121 -5%
TSW
2412
Three Seasons Wealth
Utah
$1.6M +$1.55M +2,327 New
GC
2413
GatePass Capital
Ohio
$1.6M +$42K +63 +3%
BMO
2414
Beck Mack & Oliver
New York
$1.59M +$2K +3 +0.1%
OW
2415
Olistico Wealth
Oklahoma
$1.59M +$175K +262 +13%
OCM
2416
Osterweis Capital Management
California
$1.59M – – –
RMC
2417
Resources Management Corp
Connecticut
$1.59M – – –
BCPWM
2418
Bradley & Co Private Wealth Management
Florida
$1.59M – – –
CWMGO
2419
Capstone Wealth Management Group (Oregon)
Oregon
$1.58M -$111K -166 -7%
W
2420
Wealthquest
Ohio
$1.58M -$45.3K -68 -3%
HWMC
2421
Heritage Wealth Management (California)
California
$1.58M +$1.33K +2 +0.1%
MCM
2422
Mainstay Capital Management
Michigan
$1.58M +$21.3K +32 +1%
FG
2423
Fairman Group
Pennsylvania
$1.57M +$667 +1 +0%
CFG
2424
Chapman Financial Group
Hawaii
$1.57M +$47.3K +71 +3%
USWIA
2425
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.57M +$3.33K +5 +0.2%
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