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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
651
Prime Capital Investment Advisors
Kansas
$517K +$514K +2,072 New
BOS
652
Bingham Osborn & Scarborough
California
$515K +$2.73K +11 +0.5%
CIA
653
Covington Investment Advisors
Pennsylvania
$508K +$2.23K +9 +0.4%
CW
654
CreativeOne Wealth
Kansas
$500K +$241K +970 +94%
FMWA
655
Forvis Mazars Wealth Advisors
Missouri
$497K +$36K +145 +8%
AWM
656
Aries Wealth Management
Maine
$496K – – –
MWA
657
MFA Wealth Advisors
Pennsylvania
$494K – – –
TWM
658
Titus Wealth Management
California
$493K -$348K -1,400 -41%
SBIA
659
Sheaff Brock Investment Advisors
Indiana
$493K -$149K -600 -23%
OWM
660
Orgel Wealth Management
Wisconsin
$493K -$146K -587 -23%
IAM
661
Integre Asset Management
New York
$492K +$147K +592 +43%
SBSB
662
Sullivan, Bruyette, Speros & Blaney
Virginia
$490K -$103K -413 -17%
BHIA
663
Birch Hill Investment Advisors
Massachusetts
$489K +$64.3K +259 +15%
I
664
IberiaBank
Louisiana
$489K +$251K +1,013 +107%
CCM
665
Catawba Capital Management
Virginia
$488K +$39.7K +160 +9%
HC
666
Hamilton Capital
Ohio
$485K +$2.23K +9 +0.5%
TFS
667
TrustCore Financial Services
Tennessee
$484K -$16.4K -66 -3%
BCP
668
Berkeley Capital Partners
Georgia
$483K -$19.6M -78,887 -98%
NEPPG
669
New England Professional Planning Group
Rhode Island
$481K – – –
CB
670
Cadence Bank
Mississippi
$477K – – –
HF
671
HRT Financial
New York
$477K +$475K +1,914 New
BFC
672
Bedel Financial Consulting
Indiana
$474K -$35.2K -142 -7%
1SB
673
1ST Source Bank
Indiana
$474K – – –
CB
674
Community Bank
New York
$474K – – –
RWA
675
River Wealth Advisors
Pennsylvania
$474K +$4.96K +20 +1%
25 26
27
28 29