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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
726
Taylor Hoffman Wealth Management
Virginia
$377K +$33.8K +129 +10%
BAAM
727
Baker Avenue Asset Management
California
$377K +$369K +1,412 New
SAS
728
Stelac Advisory Services
New York
$376K – – –
DWM
729
Doyle Wealth Management
Florida
$373K -$93.7K -358 -20%
KSA
730
Ken Stern & Associates
California
$371K – – –
NAMP
731
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$370K -$746K -2,850 -67%
CMO
732
Covenant Multifamily Offices
Texas
$368K -$395K -1,510 -52%
AUB
733
Atlantic Union Bankshares
Virginia
$361K – – –
PPCM
734
Pillar Pacific Capital Management
California
$361K – – –
FFM
735
Fullerton Fund Management
Singapore
$361K +$353K +1,350 New
SFG
736
SNS Financial Group
Minnesota
$360K +$51.3K +196 +17%
PPSG
737
Princeton Portfolio Strategies Group
New Jersey
$357K – – –
CC
738
Claybrook Capital
Massachusetts
$356K – – –
NSAM
739
North Star Asset Management
Wisconsin
$355K +$348K +1,328 New
KJWM
740
Kiley Juergens Wealth Management
Washington
$351K +$222K +849 +182%
FC
741
FCA Corp
Texas
$350K – – –
TAM
742
Taurus Asset Management
New York
$347K – – –
OCM
743
Oakwood Capital Management
California
$346K -$485K -1,854 -59%
MWAC
744
Mariner Wealth Advisors (Cincinnati)
Ohio
$346K -$46.1K -176 -12%
CCM
745
Coldstream Capital Management
Washington
$345K +$71.7K +274 +27%
JA
746
JOYN Advisors
Georgia
$343K +$336K +1,285 New
1IA
747
1834 Investment Advisors
Wisconsin
$339K – – –
BFO
748
Boston Family Office
Massachusetts
$336K +$45.3K +173 +16%
BWA
749
BDO Wealth Advisors
Florida
$335K +$1.31K +5 +0.4%
SFM
750
Signet Financial Management
New Jersey
$332K +$26.2K +100 +9%
28 29
30
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