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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
651
Cadence Bank
Mississippi
$463K – – –
MWA
652
MFA Wealth Advisors
Pennsylvania
$461K +$474K +1,888 New
CB
653
Community Bank
New York
$460K -$502K -1,999 -51%
1SB
654
1ST Source Bank
Indiana
$460K – – –
TWM
655
Titus Wealth Management
California
$459K +$350K +1,393 +70%
FMBTD
656
First Midwest Bank Trust Division
Illinois
$459K +$476K +1,899 New
HPC
657
Hobart Private Capital
North Carolina
$458K -$41.7K -166 -8%
RWA
658
River Wealth Advisors
Pennsylvania
$455K +$471K +1,878 New
CA
659
Cornerstone Advisory
Maryland
$453K +$251 +1 +0.1%
DWA
660
Douglass Winthrop Advisors
New York
$452K +$468K +1,866 New
FMWA
661
Forvis Mazars Wealth Advisors
Missouri
$447K +$165K +656 +55%
FWSM
662
First Wilshire Securities Management
California
$444K – – –
TIM
663
Tortoise Investment Management
New York
$441K +$2.01K +8 +0.4%
S
664
SignatureFD
Georgia
$441K +$5.02K +20 +1%
LRPA
665
L. Roy Papp & Associates
Arizona
$439K +$455K +1,812 New
APP
666
Avantax Planning Partners
Iowa
$438K +$251 +1 +0.1%
SAS
667
Stelac Advisory Services
New York
$438K +$454K +1,808 New
CCM
668
Catawba Capital Management
Virginia
$434K – – –
GG
669
GenWealth Group
New Jersey
$434K – – –
SWA
670
SFMG Wealth Advisors
Texas
$434K +$17.8K +71 +4%
BBA
671
BLB&B Advisors
Pennsylvania
$428K – – –
DWM
672
Doyle Wealth Management
Florida
$427K +$48.4K +193 +12%
BHIA
673
Birch Hill Investment Advisors
Massachusetts
$412K – – –
SWM
674
Segment Wealth Management
Texas
$400K – – –
OPCM
675
Osborne Partners Capital Management
California
$389K -$1.71M -6,810 -81%
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