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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMP
2751
Clarion Wealth Managment Partners
Virginia
$530K – – –
NCM
2752
Nelson Capital Management
California
$528K +$589 +1 +0.1%
MIAS
2753
Mason Investment Advisory Services
Virginia
$526K +$589 +1 +0.1%
KFP
2754
KMG Fiduciary Partners
Ohio
$524K +$14.7K +25 +3%
LA
2755
Lakeside Advisors
Washington
$524K +$61.9K +105 +14%
SWM
2756
SpringVest Wealth Management
Texas
$523K +$2.36K +4 +0.5%
JWM
2757
JFG Wealth Management
Colorado
$523K – – –
BWM
2758
Buska Wealth Management
Wisconsin
$522K -$105K -178 -17%
DIA
2759
Davidson Investment Advisors
Montana
$521K +$27.1K +46 +6%
CFP
2760
Cypress Financial Planning
New Jersey
$521K +$7.07K +12 +1%
MSWM
2761
Master's Wealth Management
Pennsylvania
$520K +$1.18K +2 +0.2%
SLWA
2762
San Luis Wealth Advisors
California
$518K +$44.2K +75 +10%
CPA
2763
Capital Performance Advisors
California
$517K +$498K +845 New
GC
2764
GFG Capital
Florida
$515K +$589 +1 +0.1%
CAG
2765
Curtis Advisory Group
California
$514K -$11.2K -19 -2%
LFA
2766
Legacy Financial Advisors
Kentucky
$514K +$38.9K +66 +9%
CRI
2767
Colonial River Investments
Virginia
$514K +$1.77K +3 +0.4%
CFO
2768
Colony Family Offices
North Carolina
$512K -$24.8K -42 -5%
GMA
2769
Glassy Mountain Advisors
Maryland
$511K – – –
OPCM
2770
Osborne Partners Capital Management
California
$510K +$140K +238 +40%
DI
2771
DAGCO Inc
Ohio
$509K +$51.9K +88 +12%
MIM
2772
Moseley Investment Management
Florida
$509K -$21.2K -36 -4%
SIAG
2773
Signet Investment Advisory Group
Rhode Island
$508K – – –
PCM
2774
Princeton Capital Management
New Jersey
$508K -$23K -39 -4%
WWG
2775
West Wealth Group
California
$506K +$89.6K +152 +23%
109 110
111
112 113