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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
2426
Goelzer Investment Management
Indiana
$1.28M +$194K +310 +17%
AWP
2427
Accretive Wealth Partners
New Jersey
$1.28M +$121K +193 +10%
SWAG
2428
Spectrum Wealth Advisory Group
California
$1.27M -$333K -533 -20%
AIM
2429
Aspen Investment Management
Michigan
$1.27M +$105K +168 +9%
NAM
2430
NTV Asset Management
West Virginia
$1.27M -$220K -352 -14%
MPW
2431
Melone Private Wealth
Michigan
$1.27M -$6.25K -10 -0.5%
FWM
2432
Fingerlakes Wealth Management
New York
$1.26M +$70K +112 +6%
CTA
2433
Colonial Trust Advisors
South Carolina
$1.26M – – –
T
2434
Tableaux
Massachusetts
$1.26M +$336K +538 +34%
TA
2435
TKG Advisors
Indiana
$1.25M +$17.5K +28 +1%
JWM
2436
Jessup Wealth Management
Ohio
$1.25M -$1.25K -2 -0.1%
IWP
2437
IAG Wealth Partners
Wisconsin
$1.25M +$625 +1 +0%
MA
2438
MSA Advisors
California
$1.25M – – –
WPW
2439
Warther Private Wealth
Ohio
$1.25M -$73.8K -118 -5%
GI
2440
GAMCO Investors
Connecticut
$1.25M – – –
MCFP
2441
Mallini Complete Financial Planning
Florida
$1.25M – – –
CC
2442
Citrine Capital
California
$1.24M +$583K +932 +81%
DP
2443
Dearborn Partners
Illinois
$1.24M +$564K +902 +77%
NAAA
2444
New Age Alpha Advisors
New York
$1.24M +$136K +217 +12%
RWM
2445
Revisor Wealth Management
Ohio
$1.24M -$56.9K -91 -4%
BFIM
2446
Beese Fulmer Investment Management
Ohio
$1.24M +$302K +483 +30%
DA
2447
Doliver Advisors
Texas
$1.24M +$6.25K +10 +0.5%
OPW
2448
Osprey Private Wealth
New York
$1.23M – – –
HIW
2449
Holos Integrated Wealth
Pennsylvania
$1.23M +$385K +616 +44%
OW
2450
Olistico Wealth
Oklahoma
$1.23M +$20K +32 +2%
96 97
98
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