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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
651
Bingham Osborn & Scarborough
California
$515K +$2.73K +11 +0.5%
CIA
652
Covington Investment Advisors
Pennsylvania
$508K +$2.23K +9 +0.4%
CW
653
CreativeOne Wealth
Kansas
$500K +$241K +970 +94%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$497K +$36K +145 +8%
AWM
655
Aries Wealth Management
Maine
$496K – – –
MWA
656
MFA Wealth Advisors
Pennsylvania
$494K – – –
TWM
657
Titus Wealth Management
California
$493K -$348K -1,400 -41%
SBIA
658
Sheaff Brock Investment Advisors
Indiana
$493K -$149K -600 -23%
OWM
659
Orgel Wealth Management
Wisconsin
$493K -$146K -587 -23%
IAM
660
Integre Asset Management
New York
$492K +$147K +592 +43%
SBSB
661
Sullivan, Bruyette, Speros & Blaney
Virginia
$490K -$103K -413 -17%
BHIA
662
Birch Hill Investment Advisors
Massachusetts
$489K +$64.3K +259 +15%
I
663
IberiaBank
Louisiana
$489K +$251K +1,013 +107%
CCM
664
Catawba Capital Management
Virginia
$488K +$39.7K +160 +9%
HC
665
Hamilton Capital
Ohio
$485K +$2.23K +9 +0.5%
TFS
666
TrustCore Financial Services
Tennessee
$484K -$16.4K -66 -3%
BCP
667
Berkeley Capital Partners
Georgia
$483K -$19.6M -78,887 -98%
NEPPG
668
New England Professional Planning Group
Rhode Island
$481K – – –
CB
669
Cadence Bank
Mississippi
$477K – – –
HF
670
HRT Financial
New York
$477K +$475K +1,914 New
BFC
671
Bedel Financial Consulting
Indiana
$474K -$35.2K -142 -7%
1SB
672
1ST Source Bank
Indiana
$474K – – –
CB
673
Community Bank
New York
$474K – – –
RWA
674
River Wealth Advisors
Pennsylvania
$474K +$4.96K +20 +1%
CA
675
Cornerstone Advisory
Maryland
$467K +$496 +2 +0.1%
25 26
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