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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2826
Carret Asset Management
New York
$418K +$21K +40 +6%
SIM
2827
Seaview Investment Managers
Florida
$417K +$4.2K +8 +1%
CAWM
2828
Capital Advisors Wealth Management
Washington
$417K – – –
UBP
2829
Union Bancaire Privee
Switzerland
$416K +$385K +733 New
WDC
2830
Woodward Diversified Capital
California
$415K -$293K -557 -43%
SFP
2831
Shepherd Financial Partners
Massachusetts
$415K – – –
NSG
2832
Nalls Sherbakoff Group
Tennessee
$415K -$16.8K -32 -4%
GPA
2833
Garrison Point Advisors
California
$414K – – –
MAG
2834
Mayfair Advisory Group
Alabama
$413K +$47.3K +90 +15%
KDA
2835
Kraft Davis & Associates
Missouri
$413K +$2.1K +4 +0.6%
TPW
2836
Transatlantique Private Wealth
New York
$412K +$382K +726 New
BWA
2837
Bestgate Wealth Advisors
Maryland
$412K – – –
WIA
2838
Wealthedge Investment Advisors
New York
$411K +$20K +38 +6%
SEM
2839
Suncoast Equity Management
Florida
$411K – – –
CCAL
2840
City Center Advisors LLC
Michigan
$410K – – –
HWA
2841
Heritage Wealth Architects
Minnesota
$410K +$19.4K +37 +5%
CF
2842
Cyr Financial
Illinois
$408K -$16.8K -32 -4%
AWM
2843
Aviso Wealth Management
Washington
$406K +$94.1K +179 +33%
CHC
2844
City Holding Co
West Virginia
$406K – – –
MCWA
2845
Meadow Creek Wealth Advisors
Georgia
$405K – – –
1CP
2846
17 Capital Partners
Arizona
$404K -$1.93M -3,670 -84%
SVWG
2847
Shared Vision Wealth Group
United States
$403K – – –
MWS
2848
MFA Wealth Services
California
$402K – – –
NCG
2849
Newport Capital Group
New Jersey
$401K -$4.2K -8 -1%
NIWA
2850
New Insight Wealth Advisors
California
$400K -$23.1K -44 -6%
112 113
114
115 116