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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2451
Berkshire Asset Management
Pennsylvania
$852K – – –
HIW
2452
Holos Integrated Wealth
Pennsylvania
$850K – – –
SKK
2453
Shepherd Kaplan Krochuk
Massachusetts
$849K +$518K +879 +173%
FWM
2454
Focused Wealth Management
New York
$849K +$76.6K +130 +10%
LAM
2455
Lakewood Asset Management
Illinois
$849K – – –
CWM
2456
Collaborative Wealth Management
Florida
$847K – – –
RPGNY
2457
Retirement Planning Group (New York)
New York
$846K +$131K +223 +19%
FAM
2458
Formidable Asset Management
Ohio
$844K +$119K +202 +16%
WMA
2459
Wealth Management Associates
New Jersey
$843K +$144K +245 +22%
AAG
2460
Avalon Advisory Group
Pennsylvania
$843K +$2.36K +4 +0.3%
SWMG
2461
Signature Wealth Management Group
Georgia
$841K +$43.6K +74 +6%
OWA
2462
Oak Wealth Advisors
Illinois
$841K +$36.5K +62 +5%
CCA
2463
Cadent Capital Advisors
Oklahoma
$840K +$255K +432 +46%
DP
2464
Dearborn Partners
Illinois
$840K +$1.18K +2 +0.1%
BWM
2465
Bulltick Wealth Management
Florida
$838K -$790K -1,341 -50%
IF
2466
Ironwood Financial
Arizona
$838K +$60.1K +102 +8%
AP
2467
Appleton Partners
Massachusetts
$837K +$36K +61 +5%
YIM
2468
Yoffe Investment Management
Pennsylvania
$837K – – –
OFP
2469
OLIO Financial Planning
Virginia
$837K +$5.89K +10 +0.7%
AA
2470
ArborFi Advisors
Michigan
$837K +$6.48K +11 +0.8%
BFM
2471
Broadview Financial Management
Wisconsin
$836K +$2.36K +4 +0.3%
GAM
2472
Gould Asset Management
California
$835K – – –
CWA
2473
Consilium Wealth Advisory
Texas
$835K – – –
EPW
2474
Endeavor Private Wealth
Kansas
$834K +$800K +1,357 New
GA
2475
GFS Advisors
Texas
$833K – – –
97 98
99
100 101