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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2601
Orleans Capital Management
Louisiana
$204K -$80.1K -175 -29%
SEM
2602
Suncoast Equity Management
Florida
$204K -$85.1K -186 -30%
JCFM
2603
JBR Co Financial Management
Oklahoma
$203K +$194K +423 New
CG
2604
Cutler Group
California
$203K -$836K -1,826 -81%
PFWA
2605
Paces Ferry Wealth Advisors
Georgia
$203K +$193K +422 New
XSC
2606
X-Square Capital
Puerto Rico
$202K +$201K +439 New
GMFG
2607
Greater Midwest Financial Group
Minnesota
$201K -$74.6K -163 -28%
BZWA
2608
Blue Zone Wealth Advisors
California
$200K +$191K +417 New
NFSG
2609
Newbridge Financial Services Group
Florida
$199K -$235K -514 -55%
USB
2610
Union Savings Bank
Connecticut
$195K – – –
OCM
2611
Orion Capital Management
California
$193K – – –
GPI
2612
General Partner Inc
Pennsylvania
$192K – – –
WFA
2613
Wells Financial Advisors
Massachusetts
$192K – – –
PIA
2614
Powell Investment Advisors
Florida
$186K +$64.5K +141 +57%
IIL
2615
Insight Inv LLC
California
$185K -$16.9K -37 -9%
WC
2616
Westwind Capital
New Mexico
$185K – – –
WWP
2617
WR Wealth Planners
Missouri
$182K +$173K +379 New
PCA
2618
Providence Capital Advisors
North Carolina
$180K +$19.7K +43 +13%
FGAM
2619
Financial Gravity Asset Management
Texas
$175K – – –
BCV
2620
Banque Cantonale Vaudoise
Switzerland
$175K – – –
DJSG
2621
D.J. St. Germain
Massachusetts
$168K -$9.15K -20 -5%
WBC
2622
West Branch Capital
Massachusetts
$166K +$30.7K +67 +24%
DAM
2623
Delta Asset Management
Tennessee
$165K +$156K +341 +17,050%
PCWA
2624
Pacific Capital Wealth Advisors
California
$164K – – –
IA
2625
IFS Advisors
Kansas
$158K +$61.3K +134 +69%
103 104
105
106 107