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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
626
Pettyjohn Wood & White
Virginia
$661K +$340K +1,300 +111%
EAM
627
Evanson Asset Management
California
$660K -$603K -2,305 -48%
RWP
628
RWA Wealth Partners
Massachusetts
$654K – – –
IC
629
InterOcean Capital
Illinois
$649K -$55.5K -212 -8%
S
630
SignatureFD
Georgia
$648K +$151K +577 +31%
KCM
631
Kanawha Capital Management
Virginia
$645K +$632K +2,415 New
PD
632
Planning Directions
Pennsylvania
$642K +$150K +574 +31%
CC
633
Courier Capital
New York
$634K -$1.86M -7,111 -75%
ECM
634
EagleClaw Capital Management
Massachusetts
$632K – – –
BAM
635
Belpointe Asset Management
Nevada
$629K +$375K +1,434 +156%
PFBT
636
Parkside Financial Bank & Trust
Missouri
$628K +$18.3K +70 +3%
PA
637
PFG Advisors
Arizona
$627K +$24.6K +94 +4%
SFSIG
638
San Francisco Sentry Investment Group
California
$625K -$1.78M -6,812 -74%
CCMG
639
Clark Capital Management Group
Pennsylvania
$625K – – –
MWM
640
Modera Wealth Management
New Jersey
$623K – – –
IAMOG
641
Investors Asset Management of Georgia
Georgia
$622K – – –
TCM
642
Traynor Capital Management
Pennsylvania
$620K +$25.4K +97 +4%
TNB
643
Thomasville National Bank
Georgia
$617K – – –
CA
644
Capital Advantage
California
$615K -$23.3K -89 -4%
PMG
645
ProVise Management Group
Florida
$613K -$155K -591 -20%
SQA
646
Simon Quick Advisors
New Jersey
$607K +$2.88K +11 +0.5%
AW
647
ACG Wealth
Georgia
$596K +$523 +2 +0.1%
GIA
648
Guyasuta Investment Advisors
Pennsylvania
$588K – – –
TTWM
649
TCV Trust & Wealth Management
Virginia
$584K – – –
PFM
650
Parsec Financial Management
North Carolina
$584K +$2.62K +10 +0.5%
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